Value Investing Adecoagro Stock Analysis - Updated May 2021 |
- Adecoagro Stock Analysis - Updated May 2021
- Discovery and WarnerMedia Merger Test
- Reenergize ExxonMobil - Engine No. 1 Investor Presentation
| Adecoagro Stock Analysis - Updated May 2021 Posted: 29 May 2021 01:41 AM PDT |
| Discovery and WarnerMedia Merger Test Posted: 28 May 2021 09:22 AM PDT 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 aggressive. As I think about this more, the deal has become more appealing. It is definitely easy to see how they could mess up everything along the way, but the valuation is pretty reasonable and doesn't seem to factor in a lot of the upside potential that could be captured here. Let me know if I'm missing anything glaringly obvious w/ the merger calcs- My twitter where I talk about this stuff sometimes- Management Presentation- https://s27.q4cdn.com/187472364/files/doc_presentations/2021/ATT-Discovery-WM-05172021-FINAL.pdf [link] [comments]  |
| Reenergize ExxonMobil - Engine No. 1 Investor Presentation Posted: 28 May 2021 08:17 AM PDT |
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