Chris DeMuth's State of the Markets July 2024

Chris DeMuth's State of the Markets July 2024

39:46 |

Related Videos

Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary luxury watch market

Plural Investing's Chris Waller on $WOSG.LN Rolex relationship and secondary luxury watch market

Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TPR combination

Maverick Value's Ron Nussbaum on the legal and fundamental cases for $CPRI / $TPR combination

Asheville Capital Management's Jake Barfield on InPost's scaling moat

Asheville Capital Management's Jake Barfield on InPost's scaling moat

Random Ramblings Oct 2024: networking with good investors, geopolitical risks, energy, probabilities

Random Ramblings Oct 2024: networking with good investors, geopolitical risks, energy, probabilities

Philosophy Capital's Jacob Rubin thesis on Caesars $CZR and Gannett $GCI

Philosophy Capital's Jacob Rubin thesis on Caesars $CZR and Gannett $GCI

Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst

Value Situations' Conor Maguire on why strategic review at Dowlais $DWL.L indicates a live catalyst

Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK

Rome Capital's Alex Feng and Jason Quan making the case for Samsonite $1910.HK

Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY

Marathon Partners' Mario Cibelli on digital remittances company, Remitly $RELY

David Capital Partner's Adam Patinkin thesis on asset light house builder, Vistry Group $VTY.L

David Capital Partner's Adam Patinkin thesis on asset light house builder, Vistry Group $VTY.L

Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU, $CEIX $ARCH merger

Matt Warder talks coal markets: how does coal morph into AI play, election, $BTU, $CEIX $ARCH merger

Random Ramblings NOV 2024: Post-Election, how top investors stay on their game, existential risks

Random Ramblings NOV 2024: Post-Election, how top investors stay on their game, existential risks

GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis

GrizzlyRock Capital's Kyle Mowery on $DRVN's goodco / badco thesis

Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process

Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process

Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA

Net Interest's Marc Rubinstein on "The Trump Trade" + deep dive on $FNMA

Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI

Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI

Rhizome Partners' Bill Chen updates his publicly traded real estate thesis + $AIV pitch

Rhizome Partners' Bill Chen updates his publicly traded real estate thesis + $AIV pitch

Plural Investing's Chris Waller shares thesis on industrial roll-up compounder, TerraVest $TVK.TO

Plural Investing's Chris Waller shares thesis on industrial roll-up compounder, TerraVest $TVK.TO

Arbiter Partners' Ross Levin talks betting on French compounding legend, Vincent Bolloré $BOL $ODET

Arbiter Partners' Ross Levin talks betting on French compounding legend, Vincent Bolloré $BOL $ODET

Saber Capital Management's John Huber describes inevitable retail winners + $FND thesis

Saber Capital Management's John Huber describes inevitable retail winners + $FND thesis

Andrew Walker - Yet Another Value Discussion!

Andrew Walker - Yet Another Value Discussion!

© 2024 Tubidy