TDR Capital, 7-Eleven Owner Are Said to Eye Marathon’s Speedway

The video discusses the interest from 711 and TDR in acquiring Marathon, which could lead to one of the largest deals of the year. The potential $20 billion deal is influenced by activist investors like Elliott Management, who have pressured Marathon to consider spinning off parts of the company. The video explores the implications for shareholders, including tax concerns and the potential for synergies from combining convenience stores and gas stations. The outcome of the deal will depend on the transaction Marathon chooses and its impact on shareholder value.

What are the potential implications of the interest from 711 and TDR for Marathon?

What role does the activist investor play in the current situation at Marathon?

How might the estimated value of around $20 billion impact Marathon's decisions regarding capital return to shareholders?

What are the potential tax implications that Marathon must consider when deciding between a sale and creating an independent spun-off company?

In what ways could the combination of convenience stores and gas stations create synergies for Marathon?