It's time to welcome back Chris DeMuth for his monthly state of the markets. For this July 2023 edition, Chris provides the latest takes on the Activision / Microsoft deal following the judge's ruling, Silicon Motion $SIMO / MaxLinear $MXL deal, Liquidia $LQDA and Burford $BUR.

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

Chapters:

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

[1:42] Updated take on Activision / Microsoft deal following the judge's ruling

[16:18] Silicon Motion $SIMO / MaxLinear $MXL Deal

[28:19] Liquidia $LQDA

[33:11] Burford $BUR

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