It's time to welcome back Chris DeMuth for his monthly state of the markets. For this May 2024 edition, Chris shares his thoughts on: Tapestry / Capri merger, Enhabit $EHAB, ECIP banks, $INBX deal.

For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/

Chapters:

[0:00] Introduction + Episode sponsor: Santangel's Review

[2:05] What's on Chris' mind as we head into the summer: M&A, Capri / Tapestry merger

[14:33] Enhabit $EHAB

[24:29] ECIP Banks

[35:44] $INBX deal

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