57 min listen
Chris DeMuth's state of the markets May 2022
Chris DeMuth's state of the markets May 2022
ratings:
Length:
50 minutes
Released:
May 12, 2022
Format:
Podcast episode
Description
Chris DeMuth returns to the podcast for a new monthly segment talking about the current state of the marketsMy note on event driven situations; https://yetanothervalueblog.substack.com/p/weekend-thoughts-the-rich-set-of?s=wMy note on energy companies: https://yetanothervalueblog.substack.com/p/when-are-the-activists-and-pe-funds?s=wChapters0:00 Intro1:55 Chris's state of the markets11:05 KSS16:40 The regulatory environment and its impact on deals22:15 ATVI / MSFT28:50 TWTR and Elon Musk39:00 Commodity / energy stocks disconnect from strip pricing
Released:
May 12, 2022
Format:
Podcast episode
Titles in the series (100)
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