Accretion / Dilution
Intermediate · 5 concepts · 5 clips · 6 source videos. Watch the clips in order, then take the quick check to see what did not land.
The core comparison
After-tax cost of financing vs the target’s earnings yield.
rareliquid frames what actually decides whether a deal adds to EPS, before any model (2:18-7:27)
Did this clip teach it?
The ideas in these clips, on Atlas
- Accretion is arithmetic; whether a deal was worth doing is a different questionAnswer accretion with arithmetic and value with evidence, and never let the first stand in for the second.
- Synergies are worth something only once they are valued rather than assertedA synergy is a change in cash flow, growth or risk; value it as one, and only then compare it with the premium being paid.