Investing Experts Why Chris DeMuth Jr. likes Activision, oil & gas + Innovate
Aug 22, 2023
40:58
Chris DeMuth Jr. returns to talk the state of the markets (2:20) M&A, deal financing and arbitrage. (5:50) Activision, Microsoft, the FTC and why Chris sees the deal closing (15:40) Opportunity today is in energy, especially oil and gas (24:30) Update on Innovate, a long-term hold (33:45).
Episode transcripts
Chris' investing group, Sifting the World
Show Notes:
A New Trade Alert With Chris DeMuth Jr. (Sifting The World)
FTC Vs. Microsoft: FTC Wins
Microsoft, Activision, And El Diablo
Activision Calls Could Pop But...
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)
Episode transcripts
Chris' investing group, Sifting the World
Show Notes:
A New Trade Alert With Chris DeMuth Jr. (Sifting The World)
FTC Vs. Microsoft: FTC Wins
Microsoft, Activision, And El Diablo
Activision Calls Could Pop But...
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)