It's time to welcome back Chris DeMuth for his monthly state of the markets. For this February 2024 edition, Chris shares his thoughts on New ETF $BOXX, Bitcoin and crypto in general, are we in a $BTC mania and Anti-trust outlook - election proxy (using Capital One / Discover as an example).
For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/
Chapters:
[0:00] Introduction + Episode sponsor: Tegus
[2:09] Thoughts on New ETF $BOXX
[18:55] Bitcoin and upcoming "halving" / current thoughts on crypto in general
[30:44] Are we in a $BTC mania?
[33:15] Anti-trust outlook - election proxy? Using Capital One buying Discover as an example
[43:11] Final thoughts
Today's episode is sponsored by: Tegus
This episode is brought to you by Tegus, the future of investment research.
From the beginning, Tegus has been committed to creating efficiencies in the research process by making it easy to access the content that investors need to get to differentiated insights.
Today, they’re taking it one step further by bundling qualitative content, quantitative data, and better automation and technology together in the same platform. Instead of piecing together data from fragmented sources, just log in to Tegus to get expert research, company- and industry-specific metrics and KPIs, SEC filings, and more, all under the same license cost.
You can even take your work offline with an Excel Add-in that updates almost any model with the latest financial data — keeping all your custom formatting intact.
Tegus is the fastest way to learn about a public or private company and the only platform you’ll need for fundamental research.
To try it free today, visit Tegus.com/value
Kuppy is active on $LEE
Chris McIntyre thinks $MSGE is a cheap stock
Sleepwell and Enlightened are allied in the $ALLY bull case
Andrew Freedman walks through the TMT space
Ari Lazar sees value in $KW
Richard Sosa sees value in DFIN's niche
Evan Tindell sees value in $TME
Eric Markowitz worms his way through the Tesla bull thesis... plus a little Spotify $SPOT $TSLA
Aaron Edelheit is high on Cannabis stocks
Jeremy Raper discusses POSaBIT $POSAF
Martin Werner of DD3 Capital on the Codere / DDMX SPAC deal
Nitin Sacheti breaks down $VATE's SOTP
Felix Narhi discusses Stitch Fix $SFIX
Randy Baron discusses Renalytix $RNLX
Tim Weber is bullish $AMPY despite the oil spill
Leo Kang from Plum Capital on $ATTO
Ben Claremon on $LUMN
The Bear Cave is Watching $YOU
Jeff Moore and Thomas Braziel on their speculative deep value play, $AAMC
Kyler Hasson helps me bag hold $ATUS
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast