Chris Lee discusses his winning stock pitch on $DLA

from Yet Another Value Podcast · host Andrew Walker

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

Episode metadata supplied by the publisher feed · Published Nov 4, 2022

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Chris Lee discusses his winning stock pitch on $DLA

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