Posts
Reddit
by GrahamQualityInv
July 4, 2025
St. James Investment Company Q2 2025 Letter
[https://stjic.substack.com/p/value-investors-quarterly-letter-487](https://stjic.substack.com/p/value-investors-quarterly-letter-487)
Reddit
by WarawanaiNeko1980
April 14, 2023
Celebrating Yesterday's Mining M&A (HBM for CMMC, formerly CUM) with Research Classics
Reddit
by knowledgemule
November 15, 2022
China's Revenge: The Tower Semiconductor Deal is in a Tough Place
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by knowledgemule
September 15, 2022
Adobe to Buy Collaboration-Software Company Figma for About $20 Billion
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by Erdos_0
August 13, 2022
What is Unity Going to Do?
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by BenDoverR8Now
March 21, 2022
Berkshire Hathaway to buy Alleghany in $11.6 bln deal
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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 …