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DS's avatar

I know not related to this article but I am very surprised you haven't done a deep dive into TGNA right now..There still might be a 10% chance deal gets done but if it doesnt this is a $20+ stock on a standalone basis. All debt fixed, first maturity in 2026. Will get $136m break fee+ $500m cash on balance sheet + $1b FCF in 2023/2024. They literally can buyback half the market cap and not add any debt over next 2 years.

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Michael M.'s avatar

Great Write-up again Andrew. While I did not follow you the last time I find it really attractive this time around. Can’t wait for the following Deep Dives and Conclusions

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