Gabelli Radio

Market Update with Chris Marangi and Kevin Dreyer

Informações:

Sinopse

In this episode, Co-CIOs and portfolio managers Chris Marangi and Kevin Dreyer discuss changes to the m&a 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 < 1% -Madison Square Garden Sports – 5.46% -Madison Square Garden Entertainment – 5.82% -Aerojet Rocketdyne – 6.22% -Republic Services – < 1% -Evergrande – < 1% -Diageo – < 1% --Herc Holdings – 9.47% -Sony – < 1% -Universal Music Group – < 1% -Vivendi – < 1% -Grupo Televisa – < 1% -Q-rate retail – < 1% -Edgewell Personal Care – 5.67% -Netflix – < 1% -Comcast – < 1% -Charter Communications – < 1% -Liberty Broadband – < 1% -Liberty Global – < 1% -Genera