Chris DeMuth returns to the podcast for a new monthly segment talking about the current state of the markets My note on event driven situations; https://yetanothervalueblog.substack.com/p/weekend-thoughts-the-rich-set-of?s=w My note on energy companies: https://yetanothervalueblog.substack.com/p/when-are-the-activists-and-pe-funds?s=w Chapters 0:00 Intro 1:55 Chris's state of the markets 11:05 KSS 16:40 The regulatory environment and its impact on deals 22:15 ATVI / MSFT 28:50 TWTR and Elon Musk 39:00 Commodity / energy stocks disconnect from strip pricing

Yet Another Value Podcast

Chris DeMuth's state of the markets May 2022

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas.
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