<p>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!</p>
<p>For more information about Rangeley Capital, please visit: <a href="http://www.rangeleycapital.com/" target="_blank" rel="noopener noreferer">http://www.rangeleycapital.com/</a></p>
<p>Chapters:</p>
<p>[0:00] Introduction + Episode sponsor: Fundamental Edge</p>
<p>[1:57] Thoughts on markets as we finish up April and head into the Summer months</p>
<p>[3:47] Growth in the largest businesses in the index</p>
<p>[8:27] Anti-trust</p>
<p>[12:36] Capri-Tapestry anti-trust case</p>
<p>[27:38] Capri-Tapestry cont'd - market definition</p>
<p>[38:43] Last 6 months, 3 mergers have been challenged and blocked - ever been another time like this?</p>
<p>Today's sponsor: Fundamental Edge</p>
<p>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.</p>
<p>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.</p>
<p>But what is the Academy NOT?</p>
<p>It’s NOT a course on stock-picking. It IS a rigorous guide to learning a process.</p>
<p>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.</p>
<p>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. </p>
<p>To learn more and access a 10% discount code, go to <a href="https://www.fundamentedge.com/yavp" target="_blank" rel="noopener noreferer">fundamentedge.com/YAVP</a></p>
![<p>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!</p>
<p>For more information about Rangeley Capital, please visit: <a href="http://www.rangeleycapital.com/" target="_blank" rel="noopener noreferer">http://www.rangeleycapital.com/</a></p>
<p>Chapters:</p>
<p>[0:00] Introduction + Episode sponsor: Fundamental Edge</p>
<p>[1:57] Thoughts on markets as we finish up April and head into the Summer months</p>
<p>[3:47] Growth in the largest businesses in the index</p>
<p>[8:27] Anti-trust</p>
<p>[12:36] Capri-Tapestry anti-trust case</p>
<p>[27:38] Capri-Tapestry cont'd - market definition</p>
<p>[38:43] Last 6 months, 3 mergers have been challenged and blocked - ever been another time like this?</p>
<p>Today's sponsor: Fundamental Edge</p>
<p>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.</p>
<p>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.</p>
<p>But what is the Academy NOT?</p>
<p>It’s NOT a course on stock-picking. It IS a rigorous guide to learning a process.</p>
<p>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.</p>
<p>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. </p>
<p>To learn more and access a 10% discount code, go to <a href="https://www.fundamentedge.com/yavp" target="_blank" rel="noopener noreferer">fundamentedge.com/YAVP</a></p>](https://us-central1-podcastguru-217d6.cloudfunctions.net/gcf_get_image?image_url=https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/33145623/9ee77c24427faa04.jpeg&width=300&height=300&api_key=xqFmUFX5BHLBTA)