Posts
Reddit
by investorinvestor
February 7, 2022
Frontier Airlines and Spirit Airlines to Combine, Creating America’s Most Competitive Ultra-Low Fare Airline
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by Erdos_0
January 22, 2022
Kohl’s Gets $9 Billion Bid From Starboard Value Group
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by Erdos_0
December 16, 2021
Reddit files confidentially to go public
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by jaxnnn
May 28, 2021
Discovery and WarnerMedia Merger Test
Quick test on $DISCA and WM merger. Most assumptions provided by management presentation at the link below. Some assumptions I made, but I tried to keep conservative. Early year debt payments don't include interest and latter year debt payments don't include principal, this is the only assumption that's a bit …
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by current-asscoverer
January 6, 2021
Beyond Exxon: Why a desperate mega-merger with BP might finally make sense
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by ilikepancakez
December 8, 2020
Uber sells self-driving unit Uber ATG
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by knowledgemule
October 27, 2020
AMD and Xilinx Tie the Knot
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by Erdos_0
October 20, 2020
Intel Enters Deal to Sell NAND Memory Unit to SK Hynix
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by Erdos_0
July 5, 2020
Warren Buffett's Berkshire buys Dominion Energy natural gas assets in $10 billion deal
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by kermamigo100
January 28, 2020
Fairlight Letter re: HXL/WWD merger... any thoughts?
Hexcel seems like a pretty strong company with nice commercial aerospace tailwinds. There is a lot to like about HXL: nice balance sheet, mid-teens ROIC%, line-of-sight to better FCF Conversion, better-than-average topline growth for an industrial, etc. I'm not as familiar with WWD, but the points that Fairlight are making …