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Yet Another Value Podcast

Yet Another Value Podcast

Business:Investing

Chris DeMuth's State of the Markets November 2022

Chris DeMuth's State of the Markets November 2022

2022-12-01
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Chris DeMuth joins the podcast to provide his state of the markets for November 2022, including what's happened with TWTR since the deal closed, FTX's implosion, and a quick run down of a few other merger arb situations.

Chapters

  • 0:00 Intro
  • 2:50 What's going on with TWTR since the deal?
  • 13:50 FTX's implosion
  • 35:30 Chris's current thoughts on crypto
  • 41:15 Walking through some merger situations
view more

More Episodes

Chris DeMuth's State of the Markets June 2023
2023-06-29
Papyrus Capital's Nitin Sacheti updates his $VATE thesis
2023-06-23
Creek Drive Capital's Kevin Mak on why $PGY has been largely ignored by the AI hoopla
2023-06-20
Caligan Partners' Dave Johnson on MorphoSys' $MOR change from royalty play to traditional biotech
2023-06-16
1 Main Capital's Yaron Naymark talks Limbach's evolution $LMB
2023-06-12
Net Interest's Marc Rubinstein on $COF and if Silicon Valley Bank has fundamentally changed banking
2023-06-09
Brian McGough from Hedgeye on the (dismal) State of Retail
2023-06-07
Chris DeMuth's State of the Markets May 2023
2023-06-01
The Chancery Daily and the Case of the Apes and $AMC
2023-05-26
BONUS EPISODE: Jonathan Cukierwar from Sohra Peak Capital Partners LIVE in VEGAS
2023-05-21
BONUS EPISODE: Michael Liu from Intelligent Fanatics Capital Management LIVE in VEGAS
2023-05-21
Brian Finn from Findell Capital is back to dissect $CUTR and $OPRT
2023-05-15
Doug O'Laughlin from Fabricated Knowledge on management incentives at $APP
2023-05-08
Chris DeMuth's State of the Markets for April 2023
2023-05-02
Jay Van Sciver shares his thoughts on Industrials and Materials for 2023
2023-04-24
Vince Martin on the "Game of Thrones" style proxy fight at $CUTR
2023-04-19
Brian Finn from Findell Capital on his letter to Oportun Financial $OPRT
2023-04-13
Artem Fokin's take on Burford's YPF summary judgement ruling $BUR
2023-04-10
Michael Liu on why he thinks Cogstate $COGZF is a great business wrapped in a special situation play
2023-04-03
Chris DeMuth's State of the Markets for March 2023
2023-03-31
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