Chris DeMuth's State of the Markets October 2022 (with a large TWTR focus!)
Yet Another Value Podcast
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Do You Wanna Talk About Twitter?
Elon Musk is facing a full-time cap on Twitter if he doesn't close the deal by Friday. The DOJ has been kind of degraded in some ways and how political they are, says John MacIntosh. It's going to embolden parties to go to court and take their cases to the judges, meet harder for staff to reach good settlements according to MacIntoshes. Spectrum Brands could be an interesting case because it would be more than the market cap than the company at this moment.
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