Chris DeMuth's State of the Markets April 2024

Yet Another Value Podcast

Το περιεχόμενο παρέχεται από το Andrew Walker. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Andrew Walker ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

6M ago 50:00

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It's time to welcome back Chris DeMuth for his monthly state of the markets. For this April 2024 edition, Chris shares his thoughts on: the markets as we head into the Summer months, anti-trust, Capri-Tapestry anti-trust case, mergers blocked in greater frequency - has there been another time like this, and more!

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

Chapters:

[0:00] Introduction + Episode sponsor: Fundamental Edge

[1:57] Thoughts on markets as we finish up April and head into the Summer months

[3:47] Growth in the largest businesses in the index

[8:27] Anti-trust

[12:36] Capri-Tapestry anti-trust case

[27:38] Capri-Tapestry cont'd - market definition

[38:43] Last 6 months, 3 mergers have been challenged and blocked - ever been another time like this?

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