MDC Financial Research's Michael Cohen post-closing arguments update on $JBLU / $SAVE merger trial from Yet Another Value Podcast

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MDC Financial Research's Michael Cohen post-closing arguments update on $JBLU / $SAVE merger trial

1 hour 7 minutes Posted Dec 7, 2023 at 3:00 pm.

] Introduction + Episode sponsor: Alphasense

] Update since half-time report: overall thoughts on trial now that we have had closing arguments $JBLU / $SAVE merger trial

] $JBLU / $SAVE merger trial closing arguments

] Feel for how Judge is likely to craft opinion on the case

] Potential additional remedies to get merger over the hurdle

] Market definition and timing of the deal (how does this affect consumers)

] Step 3: the burden of proof from the DOJ, showing there is harm to consumers

] Cont'd: timing of the deal (how does this affect consumers

] United Airlines testimony

] Commentary on Spirit's survivability if merger doesn't go through

] JetBlue's second expert witness

] Dr. Chipley's testimony

] Closing arguments cont'd: competition be preserved

] Closing arguments cont'd: balance of nationwide benefit vs. local harm

] Main divergence of opinion based on being in the courtroom

] Hot docs

] Odds of merger going through closes vs. failing vs. re-pricing

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Show notes

Michael D. Cohen, CEO & Director of Research at MDC Financial Research, LLC, joins the podcast for the second time to share his thoughts on the JetBlue $JBLU / Spirit Airlines $SAVE merger trial now that closing arguments have been made. Known for their “Event-Driven Legal” investment-research, Michael Cohen and his team follow significant legal disputes and are closely watching the $JBLU / $SAVE case.

For more information about MDC Financial Research, please visit: https://mdcfinancial.com/

For more on the SAVE / JBLU trial, see podcast #204, Michael's first appearance: https://www.youtube.com/watch?v=BFN_iXHdF78

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Today's episode is sponsored by: Alphasense

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