Yet Another Value Podcast

Chris DeMuth's State of the Markets February 2023

Mar 1, 2023

01:01:08

Creator website

Highlights

AI Chapters

Episode notes

Is 10 Percent a Reasonable Odds of a Bankrupt Equity Deal?

01:30

Is the Special Meeting a Good Idea or a Bad Idea?

02:08

Investing Advice Podcast - February 2023, the Shortest Month of the Year

05:12

Introduction

2min

Investing Advice Podcast - February 2023, the Shortest Month of the Year

5min

Do You Have Any Disagreements With Standard General?

2min

The FCC and the FCC - Is This a Good Deal or Not?

3min

The FCC Kills Deals

2min

The FCC Blocking of Private Equity

2min

The FCC Can't Block This Unit Out Unilaterally

2min

Do You Think the FCC Blocks a Deal?

3min

Is 10 Percent a Reasonable Odds of a Bankrupt Equity Deal?

2min

10.

Do You Really Want the FCC to Fight for Mergers Premiums?

5min

11.

What Do You Think About Microsoft Activision?

3min

12.

Is Activision the Best Executing Video Game Company Out There?

5min

13.

Do You Think the U.S. Government Is Trying to Kill the Antitrust Review?

2min

14.

Is There a Give That Microsoft Really Can't Offer?

2min

15.

The Governments Are Asking or Complaining About a Microsoft Video Game System

4min

16.

A M C Eight Vote Is Going to Happen on March 14th Uh We'll See if It Matters or Not

4min

17.

Is the Special Meeting a Good Idea or a Bad Idea?

2min

18.

AMC and the Bankruptcy Litigation - Is AMC So Desperate for Financing Right Now That They Can't Issue Preferential Chairs?

2min

19.

The Key to Common Stock Ownership

5min

20.

You Can Sports Wash Your Reputation by Owning Sports Franchises

4min

21.

Is the Glazers Really Thinking About Buying Manu Stadium?

3min

Chris DeMuth returns to the podcast for his monthly state of the markets, with updates on TGNA, ATVI, AMC / APE, and MANU.

Chapters

0:00 Intro
2:30 TGNA
27:00 ATVI / MSFT
42:30 AMC / APE
50:00 MANU

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