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Chris DeMuth's State of the Markets August 2022

Yet Another Value Podcast

CHAPTER

Is and Ap Ar Like Each Other's Two Biggest Competitors?

i had kind of assumed that are big companies. Is and ap ar like each other's two biggest competitors, and you merge with is. It seems like they wantod. They really want to go with i s. And ten other thingers gong o say, as it does seem to me, lk, you stock was a hundred and 80 in november, right? It's 55 as you and i alking. I just think there's, youre two really usin dynamics in this thing. That wa, one of the things that initially worried me, and i guess still worries me."

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