It's time to welcome back Chris DeMuth for his monthly state of the markets. For this August 2023 edition, Chris provides his take on the FTC in general, Horizon/Amgen case, deep dive into CVRs and, of course, the Microsoft / Activision deal.
For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/
Chapters:
[0:00] Introduction + Episode sponsor: Stream by Alphasense
[1:43] What's been going on - August 2023; starting with FTC in general
[7:12] State of the FTC, Anti-trust
[11:16] Horizon/Amgen case
[17:30] Deep dive into CVRs
[29:42] Can CVRs present a little risk adjusted alpha?
[35:29] Microsoft / Activision deal
Today's episode is sponsored by: Stream by Alphasense
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Yet Another Value Podcast