Chris DeMuth's State of the Markets September 2022

Chris DeMuth joins the podcast to discuss the state of the markets in September 2022 and what’s catching his eye in event driven land, including an aggressive anti-trust regime and the potential for a bump at Swedish Match.Chapters0:00 Intro1:50 What's on Chris's Mind3:10 What's happening in Antitrust8:25 Does UNH's win in CHNG change the environment10:45 Does European regulation impact the antitrust environment?15:55 The ATVI / MSFT deal23:30 Is it ok for regulators to be this "outgunned"?27:00 How do the November elections impact the antitrust outlook?30:00 Quick TGNA discussion31:45 Swedish Match35:55 Is SWMA really undervalued?40:20 Would there be alternative buyers for SWMA?41:20 How FX impacts SWMA

Om Podcasten

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer