Yet Another Value Podcast

Chris Lee discusses his winning stock pitch on $DLA

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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
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    Yet Another Value PodcastBy Andrew Walker
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