Chris Lee discusses his winning stock pitch on $DLA
Yet Another Value Podcast - A podcast by Andrew Walker
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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