Chris Lee discusses his winning stock pitch on $DLA
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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).
\\nChris's winning pitch: https://dorseystockpitchcompetition.substack.com/p/long-delta-apparel-dla?utm_source=substack&utm_campaign=post_embed&utm_medium=web
\\nChapters
\\n- \\n
- 0:00 Intro \\n
- 2:30 Chris's background \\n
- 4:45 DLA overview \\n
- 10:20 DLA's valuation \\n
- 13:40 Returns on capital and competition \\n
- 17:35 DLA's Fanatics partnership \\n
- 23:10 The Salt Life Brand \\n
- 27:30 Is this the right management team for Salt Life? \\n
- 32:30 End game for Salt Life \\n
- 34:50 Lack of disclosure worries \\n
- 41:20 Why is this company public? \\n
- 43:40 Closing thoughts \\n