4min chapter

The Security Analysis Podcast cover image

Tyler Moody: The Enterprising Investor

The Security Analysis Podcast

CHAPTER

Navigating Mergers and Portfolio Performance

Reflections on experiences and lessons from mergers like Spirit Airlines and Blizzard Activision-Microsoft, addressing skepticism, competitive dynamics, and rational decision-making in managing portfolio performance. Importance of position sizing with a focus on Verizon as an investment case, highlighting potential strength in an inflation scenario and stability amidst industry flux and company debt.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode