Chit Chat Stocks IPH #94: A Merger Arb Blow Up; Delta Air Earnings $DAL; Are You Buying $BABA or $BTC?
Jan 21, 2024
Topics discussed include JetBlue's failed acquisition of Spirit Airlines, Delta's Q4 earnings, Elon Musk's new pay package, reading hedge fund quarterly letters, and funny finance memes. The hosts also discuss the unpredictability of investing, merger arbitrage, analyzing a struggling business, stock analysis and investment theses, Sprouts success and concerns, heroes and zeros in the financial markets, and an analysis of Delta Air's earnings and stock attractiveness.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 5min
Unpredictability of Investing and Thoughts on Spirit Airlines
04:58 • 12min
Merger Arb, Preference for Low Bankruptcy Risk, and Rehashing the Sprouts Investment
16:35 • 2min
Analyzing the Financial Situation and Strategies of a Business
18:19 • 2min
Stock Analysis and Investment Thesis Discussion
20:03 • 5min
Sprouts: Success, Growth, and Concerns
24:49 • 16min
Heroes, Zeros, and Elon Musk's Involvement
40:35 • 13min
Analysis of Delta Air's Earnings and Stock Attractiveness
53:24 • 12min