mergers

4 statements across 3 episodes · 1 bullish · 3 bearish · 3 people on the record · first statement Oct 7, 2019 by Jonathan Tepper · across every show →

Everything said about mergers, oldest first

Oct 7, 2019 negative

Assertion Supported

Tepper: Mergers Leaving Fewer Than Six Competitors Drive Up Prices

“There's extensive evidence that mergers, particularly under six players, lead to higher prices.”

Jonathan Tepper Oct 7, 2019 ▶ 42:03 Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)

Oct 7, 2019 negative

Assertion Not checkable as stated

Tepper: US antitrust regulators have blocked almost no mergers

“And in industry after industry, what's happened is that the DOJ and the FTC over the years, the level at which they will scrutinize mergers has sort of gone up and up. And then effectively, they've blocked almost no mergers and scrutinized almost no mergers.”

Jonathan Tepper Oct 7, 2019 ▶ 38:37 Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)

May 1, 2023 positive

Opinion

Monk: Australian superannuation fund mergers act as natural innovation drivers

“I think the mergers that you're seeing in Australia are a natural driver of innovation. You're bringing these big teams together, smushing them and seeing what are the best practices that emerged.”

Ashby Monk May 1, 2023 ▶ 41:21 Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)

Oct 16, 2023 negative

Assertion Supported

Corre: Biden Administration Has Mostly Failed in Merger Antitrust Challenges

“Generally speaking, the administration has not been successful in those challenges.”

Isaac Corre Oct 16, 2023 ▶ 18:04 Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)

mergers

Everything said about mergers, oldest first

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