Chris DeMuth's State of the Markets October 2022 (with a large TWTR focus!)
Yet Another Value Podcast
English - October 26, 2022 18:00 - 54 minutes - 37.6 MBInvesting Business value investing Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Luis Sanchez lays out the $IBKR thesis
Next Episode: Chris Lee discusses his winning stock pitch on $DLA
Chris DeMuth joins the podcast to discuss the state of the markets in October 2022 and what’s catching his eye in event driven land, with a large focus on TWTR.
My prior podcast on SPB: https://twitter.com/AndrewRangeley/status/1549013912133111808?s=20&t=6iWCDZC_8sPzlIuELTNwdQ
Chapters
0:00 Intro
2:30 What's on Chris's mind this month (TWTR)
4:50 Twitter's security review (or lack thereof)
7:30 Jurisdiction for a potential TWTR security review
13:30 What would a security review look like?
21:40 The politics behind a TWTR security review
29:25 Potential repercussions from a TWTR security block
35:55 Last chance for financing and insolvency outs!
41:45 How big will the cost cuts at TWTR be?
45:50 Discussing Spectrum Brands