56 min listen
Chris DeMuth's state of the markets July 2022
Chris DeMuth's state of the markets July 2022
ratings:
Length:
58 minutes
Released:
Jul 28, 2022
Format:
Podcast episode
Description
Chris DeMuth returns to the podcast to talk about what's on his mind in the markets this month, including updates on TWTR, the state of antitrust, and the opportunity set in squeeze outs.0:00 Intro2:45 Markets Overview4:25 Sanderson Farms (SAFM)8:00 Majority owned companies and squeeze outs10:40 CLR update and energy companies21:55 Energy companies now versus Tobacco in the 80s26:10 TWTR update28:50 Review of the TWTR expedited hearing35:25 Will Twitter win specific performance if they win the trial?40:20 Thoughts on TWTR's complaint and Elon's response46:30 Was Elon's attempt to break the deal now bad strategy?52:45 TWTR wrap up
Released:
Jul 28, 2022
Format:
Podcast episode
Titles in the series (100)
Packy McCormick from Not Boring on Opendoor $IPOB by Yet Another Value Podcast