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TIP446: Berkshire Hathaway Annual Shareholders Meeting 2022

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Navigating Acquisition Waters

This chapter explores Microsoft's attempt to acquire Activision, discussing the complexities and risks associated with merger arbitrage in the stock market. The speakers share insights from their own investment strategies, particularly focusing on the implications of owning significant stakes in companies during acquisitions. They emphasize the philosophical and practical aspects of making informed investment decisions, drawing parallels between market unpredictability and games of chance.

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