Chris DeMuth joins the podcast to discuss the state of the markets in September 2022 and what’s catching his eye in event driven land, including an aggressive anti-trust regime and the potential for a bump at Swedish Match.
Thanks for having me on; I always enjoy that. Except the last 5 minutes. I had just drank 1/2 a gallon of water and a cup of coffee right before we hit "record" and I 1) really wanted to be able to finish in one take and 2) really needed to pee. At least that encouraged me to get to the point!
The CMA can just say no to Activision and that’s that? Do they need a reason? Seems like an unfair or unfavorable environment. Unlikely, but what if they just said we’re not going to sell games in the UK anymore? They’re not a UK company after all.
There’s a ton of competition in video games seems like therr shouldn’t be any anti-competition issues.
Thanks for having me on; I always enjoy that. Except the last 5 minutes. I had just drank 1/2 a gallon of water and a cup of coffee right before we hit "record" and I 1) really wanted to be able to finish in one take and 2) really needed to pee. At least that encouraged me to get to the point!
The CMA can just say no to Activision and that’s that? Do they need a reason? Seems like an unfair or unfavorable environment. Unlikely, but what if they just said we’re not going to sell games in the UK anymore? They’re not a UK company after all.
There’s a ton of competition in video games seems like therr shouldn’t be any anti-competition issues.