Chris Lee, a MBA student who won the Dorsey Stock Pitch Competition, comes on the podcast to discuss his winning pitch for Delta Apparel (DLA).
Chris's winning pitch: https://dorseystockpitchcompetition.substack.com/p/long-delta-apparel-dla?utm_source=substack&utm_campaign=post_embed&utm_medium=web
Chapters
- 0:00 Intro
- 2:30 Chris's background
- 4:45 DLA overview
- 10:20 DLA's valuation
- 13:40 Returns on capital and competition
- 17:35 DLA's Fanatics partnership
- 23:10 The Salt Life Brand
- 27:30 Is this the right management team for Salt Life?
- 32:30 End game for Salt Life
- 34:50 Lack of disclosure worries
- 41:20 Why is this company public?
- 43:40 Closing thoughts
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