Chris Lee discusses his winning stock pitch on $DLA

Chris Lee, a MBA student who won the Dorsey Stock Pitch Competition, comes on the podcast to discuss his winning pitch for Delta Apparel (DLA). Chris's winning pitch: https://dorseystockpitchcompetition.substack.com/p/long-delta-apparel-dla?utm_source=substack&utm_campaign=post_embed&utm_medium=web  Chapters  0:00 Intro  2:30 Chris's background  4:45 DLA overview  10:20 DLA's valuation  13:40 Returns on capital and competition  17:35 DLA's Fanatics partnership  23:10 The Salt Life Brand  27:30 Is this the right management team for Salt Life?  32:30 End game for Salt Life  34:50 Lack of disclosure worries  41:20 Why is this company public?  43:40 Closing thoughts

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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