Yet Another Value Podcast

Chris DeMuth's state of the markets May 2022

May 12, 2022

50:12

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Highlights

AI Chapters

Episode notes

I'm Not a Prearb Like Seller, but I Think It's Still a Good Idea.

02:10

Do You Really Want to Do Early Termination on Deals?

04:08

Do You Think They'd Have a Chance in a Court?

03:52

Introduction

4min

How Are You Thinking About the Market Right Now?

4min

The Credit Market Shuts Down

3min

Is There More Signal in the Coal Stock?

4min

I'm Not a Prearb Like Seller, but I Think It's Still a Good Idea.

2min

The Downside on the Lot of These Stocks Is Coming Down All the Time, Right?

2min

Do You Really Want to Do Early Termination on Deals?

4min

Do You Think They'd Have a Chance in a Court?

4min

Monsanto - The Biggest Deal Ever

2min

10.

Is There Antitrust in Space Acts?

5min

11.

I'm Not a Fan of Matlavin, but I'm So Baseles An, Men, I Don't Think Enough That He Could Walk Um Ouno.

4min

12.

Isn't That a Real Bad Blok?

5min

13.

Do You Think the Market Is Missing Something?

3min

14.

Is It Signed There?

2min

15.

Is There Something Different This Time?

2min

16.

Investing in Tobacco Is the Hard Button

2min

Chris DeMuth returns to the podcast for a new monthly segment talking about the current state of the markets

My note on event driven situations; https://yetanothervalueblog.substack.com/p/weekend-thoughts-the-rich-set-of?s=w
My note on energy companies: https://yetanothervalueblog.substack.com/p/when-are-the-activists-and-pe-funds?s=w

Chapters
0:00 Intro
1:55 Chris's state of the markets
11:05 KSS
16:40 The regulatory environment and its impact on deals
22:15 ATVI / MSFT
28:50 TWTR and Elon Musk
39:00 Commodity / energy stocks disconnect from strip pricing

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