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Why Chris DeMuth Jr. likes Activision, oil & gas + Innovate
Chris DeMuth Jr. returns to talk the state of the markets (2:20) M&A, deal financing and arbitrage. (5:50) Activision, Microsoft, the FTC and why Chris sees the deal closing (15:40) Opportunity today is in energy, especially oil and gas (24:30) Update on Innovate, a long-term hold (33:45).
Episode transcripts
Chris' investing group, Sifting the World
Show Notes:
A New Trade Alert With Chris DeMuth Jr. (Sifting The World)
FTC Vs. Microsoft: FTC Wins
Microsoft, Activision, And El Diablo
Activision Calls Could Pop But...
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Published on 2 years, 3 months ago