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Archive of entries posted on 14th June 2018

Big Merger Time. Opportunities and Lessons

It’s Big Merger time. Personally I wouldn’t touch the stock of the acquirer or the acquired. There are reasons for Big Mergers, like hungry investment banks and incentivized management. In my brain, there are two forces working against the long-term success of these gargantuan mergers — evolving technology and the sheer impossibility¬† of managing gargantuan […]