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  • Writer's pictureIshfaaq Peerally


🤝 The first stock I'm buying in June 2021 is Discovery $DISCA . This is a stock I've been buying since last month after the crash following the margin call on Archegos Capital. But now it is a 𝙨𝙥𝙚𝙘𝙞𝙖𝙡 𝙨𝙞𝙩𝙪𝙖𝙩𝙞𝙤𝙣 𝙨𝙩𝙤𝙘𝙠 as it will merge with AT&T's WarnerMedia $T .

The deal is a 𝙍𝙚𝙫𝙚𝙧𝙨𝙚 𝙈𝙤𝙧𝙧𝙞𝙨 𝙏𝙧𝙪𝙨𝙩 𝙏𝙧𝙖𝙣𝙨𝙖𝙘𝙩𝙞𝙤𝙣, in other words, AT&T will spinoff WarnerMedia which will then merge with Discovery. This is done to avoid taxes. 100% of Discovery shares will be converted into shares of the new company with Discovery shareholders owning 29% of it. $43 Billion of the debt of AT&T will be assumed by the new company. David Zaslav, CEO of Discovery, will be the CEO of the new company.

📺 WarnerMedia owns Warner Bros Studios, DC, CNN, HBO,... while Discovery owns mostly factual TV networks such as Discovery Channel and the Food Network. This deal is going to create a Media giant hoping to compete with Netflix, Disney and ViacomCBS.

📈 The Second stock I'm buying in June 2021 is Genworth Financial $GNW which will have a 𝙥𝙖𝙧𝙩𝙞𝙖𝙡 𝙄𝙋𝙊 𝙛𝙤𝙧 𝙞𝙩𝙨 𝙈𝙤𝙧𝙩𝙜𝙖𝙜𝙚 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨, Enact. The merger that was supposed to happen between Genworth Financial and China Oceanwide did not go through, and therefore, this is no longer an arbitrage opportunity. But this IPO will unlock the value of Genworth as they are selling a $3.8 billion dollar while they themselves have a market cap of only $2 billion and there are so many tailwinds on the mortgage insurance business right now.

💰Even if we ignore the IPO, Genworth is a 𝙙𝙚𝙚𝙥 𝙫𝙖𝙡𝙪𝙚 𝙨𝙩𝙤𝙘𝙠 with a market cap of $2 billion and a tangible book value of $15 Billion.

🚚 The third stock I'm buying in June 2021 is UNFI $UNFI which is a potential tenbagger. UNFI is the largest wholesale food distributor in North America where they have a 𝙢𝙤𝙖𝙩 𝙞𝙣 𝙤𝙧𝙜𝙖𝙣𝙞𝙘 𝙖𝙣𝙙 𝙣𝙖𝙩𝙪𝙧𝙖𝙡 𝙛𝙤𝙤𝙙𝙨. Wall Street was scared that they may lose their largest customer Whole Food $AMZN but this problem has been solved as the deal got extended. Another fear from Wall Street is the debt but I believe they can repay the debt. I've looked at the extreme case scenario and they can do it.

Watch the full video on YouTube:

Full analysis of Discovery deal:


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