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Michael D. Cohen

CEO & Director of Research at MDC Financial Research, LLC

Top 3 podcasts with Michael D. Cohen

Ranked by the Snipd community
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Sep 23, 2024 • 1h 5min

MDC Financial Research's Michael Cohen provides his post-game report on $ACI / $KR case

Michael D. Cohen, CEO & Director of Research at MDC Financial Research, shares his insights on the high-stakes $ACI and $KR case following the trial's conclusion. He analyzes courtroom dynamics and the judge's demeanor, shedding light on the influential testimonies, particularly from 'Joe the Grocer.' Cohen discusses the complexities of legal definitions in mergers and the potential outcomes for the case. His expert opinions provide a glimpse into the intricate financial implications and strategic maneuvers impacting this significant merger in the grocery sector.
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Sep 5, 2024 • 1h 3min

MDC Financial Research's Michael Cohen provides his halftime report on $ACI / $KR case

Michael D. Cohen, CEO & Director of Research at MDC Financial Research, provides a deep dive into the Albertsons and Kroger merger case. He discusses courtroom insights that are often overlooked, the complexities of market definitions, and the critical pricing arguments at play. Cohen raises concerns about divestitures and draws parallels to previous failed mergers, emphasizing the potential consumer impact. The conversation also touches on labor dynamics and the political elements influencing the case, making it a fascinating exploration of the grocery industry's future.
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Dec 7, 2023 • 1h 7min

MDC Financial Research's Michael Cohen post-closing arguments update on $JBLU / $SAVE merger trial

Michael D. Cohen, CEO & Director of Research at MDC Financial Research, discusses the JetBlue and Spirit Airlines merger trial. They analyze the market definition, potential harm to consumers, and the judge's leaning. Concerns about Spirit's survivability and the impact of the judge's ruling are highlighted. The government's argument, JetBlue's response, and the judge's focus on the case are discussed.