11.04.2022 - By Andrew Walker
Chris Lee, a MBA student who won the Dorsey Stock Pitch Competition, comes on the podcast to discuss his winning pitch for Delta Apparel (DLA).
Chris's winning pitch: https://dorseystockpitchcompetition.substack.com/p/long-delta-apparel-dla?utm_source=substack&utm;_campaign=post_embed&utm;_medium=web
Chapters
0:00 Intro
2:30 Chris's background
4:45 DLA overview
10:20 DLA's valuation
13:40 Returns on capital and competition
17:35 DLA's Fanatics partnership
23:10 The Salt Life Brand
27:30 Is this the right management team for Salt Life?
32:30 End game for Salt Life
34:50 Lack of disclosure worries
41:20 Why is this company public?
43:40 Closing thoughts