In this extended podcast, CEO David Trainer will discuss the right way to analyze the Time Warner Cable and Charter Communications deal and determine whether or not an acquisition creates value.
In this podcast, CEO David Trainer discusses the Staples, Inc. (SPLS) and Office Depot (ODP) merger and explains who truly receives the most benefit. Hint: it's not average investors.
AHL is a solid, cheap stock in a good industry. It is worth more than what ENH is offering to pay. Existing shareholders should be glad that the board turned down ENH’s lowball offer as the stock still has significant upside from here.
TNGO checks all the marks of a Wall Street rollup scheme. Beating earnings estimates by a penny for share every quarter? Check. Constant acquisitions to keep the top line growing? Check. Shady management rewarding itself with massive stock options? Check.