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Chit Chat Stocks

IPH #93: Match Group Activist $MTCH; Wide Moat Stocks You've Never Heard Of; Is Boeing Fixable $BA?

Jan 14, 2024
Match Group Activist, underfollowed wide moat businesses, and Boeing's new 737 Max debacle with Alaska Air are discussed.
01:04:37

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Match Group receives significant investment from Elliott Management.
  • Amazon's layoffs and new technology development.

Deep dives

Monaco's Exclusive Casino Operator: SBM

SBM is the exclusive casino operator in Monaco, owning 52 properties including the iconic Monte Carlo. It is deeply connected to the money spent and visitorship in Monaco, making it a high-moat business.

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