In this episode, Co-CIOs and portfolio managers Chris Marangi and Kevin Dreyer discuss changes to the mergers and acquisitions landscape, inflation and its effects on value investing, stock picks, and more.
DISCLOSURE STATEMENT
Several companies were mentioned in this episode. GAMCO owns the following percentages of each company:
-Liberty Braves – 24.31% Series A, 4.73% Series C
-Nestle – less than 1%
-Madison Square Garden Sports – 5.46%
-Madison Square Garden Entertainment – 5.82%
-Aerojet Rocketdyne – 6.22%
-Republic Services – less than 1%
-Evergrande – less than 1%
-Diageo – less than 1%
–Herc Holdings – 9.47%
-Sony – less than 1%
-Universal Music Group – less than 1%
-Vivendi – less than 1%
-Grupo Televisa – less than 1%
-Q-rate retail – less than 1%
-Edgewell Personal Care – 5.67%
-Netflix – less than 1%
-Comcast – less than 1%
-Charter Communications – less than 1%
-Liberty Broadband – less than 1%
-Liberty Global – less than 1%
-General Motors – less than 1%
-Marcus Corporation – 5.06%
-Flowserve – 2.19%