Expansionist deals are more likely to have a clear investment
thesis, while "transformative" deals often have no credible
The market is likely to reward the former and punish the latter.
The dilution/accretion debate. One more side discussion that comes to bear on the investment thesis: Deal making is often driven by what we'll call the dilution/accretion debate. We will argue that this debate must be taken into account as you develop your investment thesis, but your thesis making should not be driven by this debate.
Unlike SS and LS, WS requires only that physical duplicates are mental duplicates within possible worlds, thereby allowing that physical duplicates differ mentally across possible worlds. So unlike SS and LS, WS allows that you could have had different mental properties from those you actually have without differing in any physical way. But if you could have had different mental properties without differing physically in any way, then the mental facts about you do not depend solely on the way you are physically, which seems to be contrary to Physicalism. Thus, SS and LS are preferable to WS.
The metaphysically interesting aspect of emergence is the question of what it takes for there to be genuinely distinct things. In other words, the question is whether a plausible metaphysical distinction can be made between things that are “nothing over and above” what constitutes them and those things that are “something over and above” their constituent parts. The notion of strong emergence that is predominant in philosophy is meant to capture this ontological distinction that was part of the initial motivation of the British emergentists and which is lacking in discussions of weak emergence.