It's time to welcome back Chris DeMuth for his monthly state of the markets. For this September 2023 edition, Chris provides his take on Amazon FTC case, Scultpor Capital Management bid, monthly antitrust update, and more!

For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/

Chapters:

[0:00] Introduction + Episode sponsor: Stream by Alphasense

[1:49] What's been going on - September 2023: update on antitrust cases and valuing the deals

[8:45] Large mergers/acquisitions and how to better understand why firms choose the paths they do

[14:09] Sculptor Capital Management bid

[17:25] Best case for shareholder activism and natural corporate defense of smallness

[20:48] Amazon FTC case

[30:22] Amazon iRobot

[35:30] FTC being aggressive bringing losing cases

[38:58] Final thoughts for September 2023: oil and gas, thoughts on the space overall

Today's episode is sponsored by: Stream by Alphasense

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Chris DeMuth's State of the Markets September 2023

Yet Another Value Podcast