Yet Another Value Podcast

Chris DeMuth's State of the Markets September 2022

Sep 28, 2022

44:09

Creator website

Highlights

AI Chapters

Episode notes

What Does Nicotine Do?

02:01

Do You Think Facebook Can Do Deals?

02:48

Antitrust Lawsuits

04:56

Introduction

3min

Are the FTC and DOJ Aggressive in Bringing Antitrust Cases?

2min

Do You Have a Political View on Antitrust?

3min

Do You Know What Happened to United Health?

3min

Antitrust Lawsuits

5min

Activision Is Under Contract to Get Bought Out by Microsoft

4min

Do You Think Facebook Can Do Deals?

3min

What I Robot Is Amazon Monopolizing Vacuum Cleaners?

2min

Are We Outgunned by These Companies?

3min

10.

Do You Think Dems Are Flipping the House?

2min

11.

Do You Think TEGNA's Deal Matters?

3min

12.

What Does Nicotine Do?

2min

13.

Philip Morris - Is This a One Off Financial Deal?

2min

14.

Is There a Risk of a Deal Breaking?

3min

15.

The ESG of the Tobacco Deal

2min

16.

Is There a FX Mismatch?

2min

17.

The Twitter Trial Trial Trial - What's Next?

2min

Chris DeMuth joins the podcast to discuss the state of the markets in September 2022 and what’s catching his eye in event driven land, including an aggressive anti-trust regime and the potential for a bump at Swedish Match.

Chapters
0:00 Intro
1:50 What's on Chris's Mind
3:10 What's happening in Antitrust
8:25 Does UNH's win in CHNG change the environment
10:45 Does European regulation impact the antitrust environment?
15:55 The ATVI / MSFT deal
23:30 Is it ok for regulators to be this "outgunned"?
27:00 How do the November elections impact the antitrust outlook?
30:00 Quick TGNA discussion
31:45 Swedish Match
35:55 Is SWMA really undervalued?
40:20 Would there be alternative buyers for SWMA?
41:20 How FX impacts SWMA