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Chris DeMuth's State of the Markets August 2022

Yet Another Value Podcast

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The Dog Who Didn't Bark

I don't see how he can pull out this quickly. We've seen elan's complaint. There isn't even much innuendo from musk team. In terms of potential negotiating dynamics heading into court, i think it is useful to either side to have a fairly open hand. I'm not sure elon can keep complete buttoned up secrets, but i don't think he would if he had just one killer fact um. So yes, the prices changed, but we've got a lot of facts that confirmatory facts that there's no smoking gune here - or at least so far there isn't.

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