MDC Financial Research's Michael Cohen provides his halftime report on $ACI / $KR case

Michael D. Cohen, CEO & Director of Research at MDC Financial Research, LLC, joins the podcast to provide his halftime report on the Albertson's / Kroger's merger case. For more information about MDC Financial Research, please visit: https://mdcfinancial.com/ Chapters: [0:00] Introduction + Episode sponsor: Ycharts [2:02] Overview of the $ACI / $KR case thus far (high level halftime report) [5:35] Anything Michael seeing in the courtroom that you wouldn't be able to pick up unless you're there [9:00] Market definition [12:58] Pricing argument [23:34] Divestiture [32:00] Eric Winn's testimony [36:57] C&S lack of data scientists, what does this mean [42:04] How does the fear this will be "Haggen 2.0" frame this discussion [45:58] Labor argument [50:10] Politics entering the case? [51:50] How this merger not going through could be bad for consumers [55:15] Final thoughts or anything missed from the trial thus far [57:36] Odds right now for the merger approved / dismissed Today's sponsor: Ycharts This episode is sponsored by our friends at YCharts. A typical day in the life of a financial advisor calls for back-to-back client meetings, juggling portfolio management, and the consistent desire to improve client relationships. YCharts’ report and proposal tools could be the missing piece to help you effectively handle these time-consuming tasks. Now more than ever, clients want to hear from their advisors. And with user-friendly templates at your disposal, generating impactful client reports can be easily integrated into your everyday routine, helping you free up time and focus on what matters most: enhancing client interactions and growing AUM. Click here to start your free YCharts trial and level up your game with YCharts: https://go.ycharts.com/yet-another-value