It's time to welcome back Chris DeMuth for his monthly state of the markets. For this July 2024 edition, Chris shares his thoughts on: a few special situations (RCM, WOW, etc..) and banks.
For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/
Chapters:
[0:00] Introduction + Episode sponsor: Tegus
[2:17] What's on Chris' mind as we head into August
[4:27] RCM special situation
[15:45] WOW special situation
[28:26] Banks + final thoughts
Disclosure: long RCM and WOW
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