Chris DeMuth's State of the Markets July 2023

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this July 2023 edition, Chris provides the latest takes on the Activision / Microsoft deal following the judge's ruling, Silicon Motion $SIMO / MaxLinear $MXL deal, Liquidia $LQDA and Burford $BUR.

For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/

Chapters:

[0:00] Introduction + Episode sponsor: Stream by Alphasense

[1:42] Updated take on Activision / Microsoft deal following the judge's ruling

[16:18] Silicon Motion $SIMO / MaxLinear $MXL Deal

[28:19] Liquidia $LQDA

[33:11] Burford $BUR

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