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Chris DeMuth's state of the markets July 2022
Chris DeMuth returns to the podcast to talk about what's on his mind in the markets this month, including updates on TWTR, the state of antitrust, and the opportunity set in squeeze outs.
0:00 Intro
2:45 Markets Overview
4:25 Sanderson Farms (SAFM)
8:00 Majority owned companies and squeeze outs
10:40 CLR update and energy companies
21:55 Energy companies now versus Tobacco in the 80s
26:10 TWTR update
28:50 Review of the TWTR expedited hearing
35:25 Will Twitter win specific performance if they win the trial?
40:20 Thoughts on TWTR's complaint and Elon's response
46:30 Was Elon's attempt to break the deal now bad strategy?
52:45 TWTR wrap up
Published on 3 years, 4 months ago