Yet Another Value Podcast

Chris DeMuth's State of the Markets August 2022

Aug 17, 2022

56:16

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Highlights

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Episode notes

I've Been a Plaintiff and a Delaware Lawyer, and I've Been a Witness and He's a Lawyer, I Think I Have

05:43

Is There a Conspiracy Theory?

03:04

How to Negotiate a Stock Premium for a Well Defensed Company

05:15

Introduction

4min

The Stock Market Has a 67 % Chance of a Deal Going Through

3min

The Dog Who Didn't Bark

2min

The Market Is Saying, Elon, Your Case Is Not Good

2min

I've Been a Plaintiff and a Delaware Lawyer, and I've Been a Witness and He's a Lawyer, I Think I Have

6min

Elon Will Really Harm Twitter, He Improperly Walked Away From This Contract

5min

Do You Think It's Kinto Get Done in the Way That Originally Was?

2min

What Are Twitters Odds of Winning in Court?

3min

Iron Source and Unity at Bidding, Bidding

3min

10.

How to Negotiate a Stock Premium for a Well Defensed Company

5min

11.

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

2min

12.

Is There a Conspiracy Theory?

3min

13.

Are You Going Long Iron Sores or Short Unity?

2min

14.

Adobe's Adobe, I Don't Know What It's Going to Be Like.

3min

15.

Af Is Come in All This for You, Right?

5min

16.

Ore Sharper Mining - Is This the Dumbest Thing Rio's Ever Done?

4min

17.

I Think the Deal Is a Little Overpriced, I Don't Know.

3min

Chris DeMuth returns to the podcast to talk about what's on his mind in the markets this month, including updates on TWTR, the IS / U / APP love triangle, and Rio's "failed" bid for TRQ.

0:00 Intro
2:10 Overview
3:45 What's happening with TWTR
26:10 IS / U / APP love triangle
45:00 Rio / TRQ