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IPH #94: A Merger Arb Blow Up; Delta Air Earnings $DAL; Are You Buying $BABA or $BTC?

Chit Chat Stocks

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Stock Analysis and Investment Thesis Discussion

The speakers analyze a stock, discussing its performance, free cash flow yield, and management strategy change. They also explore the impact of the pandemic, comp sales, and operating margins, expressing confidence in the management team and belief in the stock's undervalued growth potential.

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