Planet MicroCap Podcast | MicroCap Investing Strategies

Legal Special Situations Investing with Lionel, Editor of Valorem Research Newsletter

Jan 9, 2024

"Lionel, Editor of Valorem Research Newsletter" is the guest in this podcast episode. He discusses legal special situations investing, breach of contract claims, jury psychology, mergers & acquisitions, and upcoming legal cases in 2024. Find out Lionel's thoughts on these topics and subscribe to the Valorem Research Newsletter for more updates.

43:24

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Episode guests

Lionel

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Episode notes

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Quick takeaways

Timing and patience are crucial when participating in legal special situations, waiting for sufficient information and understanding the psychology of judges and juries.

Filtering out complex and early-stage legal cases, building a network of experts, and analyzing burdens of proof and evidence are essential considerations when assessing the potential of a legal play.

Deep dives

Analyzing Legal Special Situations

In this podcast episode, Lionel, editor of the Valorum Research newsletter, shares insights into his expertise in legal special situations. He discusses the importance of patience and timing when getting involved in these cases, emphasizing the need to wait until there is sufficient information available to make an informed decision. Lionel also highlights the significance of understanding the psychology of judges and juries in these legal matters. Furthermore, he delves into the current state of mergers and acquisitions, antitrust law, and patent disputes, providing a glimpse into what to expect in 2024.

Introduction

2min

Understanding Legal Special Situation Investing

26min

Dissecting a Breach of Contract Claim and Jury Psychology

4min

Legal Special Situations and Mergers & Acquisitions

6min

Reviewing Legal Special Situation Cases and Looking Ahead

3min

Upcoming Legal Cases in 2024

3min

My guest on the show today is Lionel, Editor of Valorem Research Newsletter. I think Lionel (he'd prefer to stay anonymous) might be one of my favorite podcast guests: his appearances on Andrew Walker's Yet Another Value Podcast have to question all my life choices and perhaps re-evaluate getting a law degree, if only so I can totally understand everything he talks about. In our conversation today, Lionel and I talk about how and why he finds legal special situations so interesting, as well as high level overviews of recent cases he discusses in WAY more depth on Andrew's show, his overall take on anti-trust / M&A and his thoughts on the topic for 2024.

For more information about Valorem Research Newsletter, please visit: https://www.valoremresearch.com/

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The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.

You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

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