Yet Another Value Podcast

Chris Lee discusses his winning stock pitch on $DLA

Listen Later

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
    • ...more
    View all episodesView all episodes
    Download on the App Store
    Yet Another Value PodcastBy Andrew Walker
    • 4.6
    • 4.6
    • 4.6
    • 4.6
    • 4.6

    4.6

    103 ratings

    More shows like Yet Another Value Podcast

    View all
    We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

    We Study Billionaires - The Investor’s Podcast Network

    3,374 Listeners

    The Meb Faber Show - Better Investing by The Idea Farm

    The Meb Faber Show - Better Investing

    941 Listeners

    Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

    Capital Allocators – Inside the Institutional Investment Industry

    800 Listeners

    Focused Compounding by Andrew Kuhn and Geoff Gannon

    Focused Compounding

    273 Listeners

    Chit Chat Stocks by Chit Chat Stocks

    Chit Chat Stocks

    195 Listeners

    The Market Huddle by Patrick Ceresna & Kevin Muir

    The Market Huddle

    361 Listeners

    The Acquirers Podcast by Tobias Carlisle

    The Acquirers Podcast

    303 Listeners

    Value Investing with Legends by Columbia Business School

    Value Investing with Legends

    212 Listeners

    Excess Returns by Excess Returns

    Excess Returns

    87 Listeners

    Value Hive Podcast by Brandon Beylo

    Value Hive Podcast

    96 Listeners

    The Business Brew by Bill Brewster

    The Business Brew

    249 Listeners

    Business Breakdowns by Colossus | Investing & Business Podcasts

    Business Breakdowns

    348 Listeners

    Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

    Behind the Balance Sheet

    44 Listeners

    Joys of Compounding by Colossus | Investing & Business Podcasts

    Joys of Compounding

    97 Listeners

    Monetary Matters with Jack Farley by Jack Farley

    Monetary Matters with Jack Farley

    159 Listeners