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

Yet Another Value Podcast

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

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