50 min
Chris DeMuth's State of the Markets April 2024 Yet Another Value Podcast
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- Investimentos
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this April 2024 edition, Chris shares his thoughts on: the markets as we head into the Summer months, anti-trust, Capri-Tapestry anti-trust case, mergers blocked in greater frequency - has there been another time like this, and more!
For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/
Chapters:
[0:00] Introduction + Episode sponsor: Fundamental Edge
[1:57] Thoughts on markets as we finish up April and head into the Summer months
[3:47] Growth in the largest businesses in the index
[8:27] Anti-trust
[12:36] Capri-Tapestry anti-trust case
[27:38] Capri-Tapestry cont'd - market definition
[38:43] Last 6 months, 3 mergers have been challenged and blocked - ever been another time like this?
Today's sponsor: Fundamental Edge
You’ve probably heard about the Analyst Academy from Fundamental Edge by now. So instead of repeating the basics, let’s talk a minute about what the Academy is and is not.
The Analyst Academy is a practical course on the tools and skillsets required to succeed in the buy-side analyst seat. The instructors have experience from firms such as Maverick Capital, DE Shaw, Citadel, Balyasny and ExodusPoint.
But what is the Academy NOT?
It’s NOT a course on stock-picking. It IS a rigorous guide to learning a process.
It’s NOT a guide to pod shop investing. The Academy attracts a wide range of equity investors, from multi-managers to long only to family offices. Rather than teaching a particular style, Fundamental Edge equips learners with the essential skills required to hit the ground running and support their PM.
It’s NOT a financial modeling course. Modeling is, of course, part of the curriculum and plays a central role. But the Academy is more than that. It teaches idea generation, thesis communication and how to add value as an analyst.
To learn more and access a 10% discount code, go to fundamentedge.com/YAVP
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this April 2024 edition, Chris shares his thoughts on: the markets as we head into the Summer months, anti-trust, Capri-Tapestry anti-trust case, mergers blocked in greater frequency - has there been another time like this, and more!
For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/
Chapters:
[0:00] Introduction + Episode sponsor: Fundamental Edge
[1:57] Thoughts on markets as we finish up April and head into the Summer months
[3:47] Growth in the largest businesses in the index
[8:27] Anti-trust
[12:36] Capri-Tapestry anti-trust case
[27:38] Capri-Tapestry cont'd - market definition
[38:43] Last 6 months, 3 mergers have been challenged and blocked - ever been another time like this?
Today's sponsor: Fundamental Edge
You’ve probably heard about the Analyst Academy from Fundamental Edge by now. So instead of repeating the basics, let’s talk a minute about what the Academy is and is not.
The Analyst Academy is a practical course on the tools and skillsets required to succeed in the buy-side analyst seat. The instructors have experience from firms such as Maverick Capital, DE Shaw, Citadel, Balyasny and ExodusPoint.
But what is the Academy NOT?
It’s NOT a course on stock-picking. It IS a rigorous guide to learning a process.
It’s NOT a guide to pod shop investing. The Academy attracts a wide range of equity investors, from multi-managers to long only to family offices. Rather than teaching a particular style, Fundamental Edge equips learners with the essential skills required to hit the ground running and support their PM.
It’s NOT a financial modeling course. Modeling is, of course, part of the curriculum and plays a central role. But the Academy is more than that. It teaches idea generation, thesis communication and how to add value as an analyst.
To learn more and access a 10% discount code, go to fundamentedge.com/YAVP
50 min