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MDC Financial Research's Michael Cohen provides his post-game report on $ACI / $KR case

Yet Another Value Podcast

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Complexities of Market Definitions in Mergers

This chapter examines the intricate analysis of market definitions in a merger case involving various methodologies from competing experts. It highlights the unique challenges in assessing market competition, with a focus on the airplane market compared to grocery retail, and the role of judges in shaping market definitions. Additionally, it addresses the implications of potential mergers on key industry players, alongside courtroom strategies and the handling of confidential information.

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