Sveriges mest populära poddar
Yet Another Value Podcast
Yet Another Value Podcast

Chris DeMuth's State of the Markets December 2022

47 min•22 december 2022
Logga in för att spara

Om avsnittet

Chris DeMuth joins the podcast to discuss the state of the markets in December 2022 and what’s catching his eye in event driven land, including updates on ATVI, why pre-arb was so bad in 2022, and  WLFC's proposed takeout.   

Chapters 

  • 0:00 Intro 
  • 2:30 What's on Chris's mind 
  • 4:00 Discussing why "pre-arb" didn't work in 2022 
  • 11:20 Updating ATVI 
  • 21:00 Majority takeouts of minorities 
  • 29:45 WLFC takeout 
  • 37:20 AMZN's IRBT takeout

Fler avsnitt

Visa alla avsnitt av Yet Another Value Podcast

$TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital

1 tim 19 min

September 2026 Random Ramblings

31 min

$FOUR: Shift4 at 6.5x EBITDA. Is the organic growth real? | Emeth Value Capital

1 tim 7 min

$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest

1 tim 7 min

Ian Cassel on Stock Picker, the book that blew me away | MicroCapClub

55 min

UK stocks are dirt cheap. Why won't the boards act? $ZIG $CRW | Undervalued-Shares

57 min

Zack Buckley on $PRTH's take private

39 min

$TBBB: Tiendas 3B is Mexico's Aldi. Is it too late to buy? | Fruit Tree Capital

49 min

$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

51 min

$SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo Navarro

52 min

Yet Another Value Podcast med Andrew Walker finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.