Chris DeMuth joins the podcast to discuss the state of the markets in December 2022 and what’s catching his eye in event driven land, including updates on ATVI, why pre-arb was so bad in 2022, and WLFC's proposed takeout.
Chapters
- 0:00 Intro
- 2:30 What's on Chris's mind
- 4:00 Discussing why "pre-arb" didn't work in 2022
- 11:20 Updating ATVI
- 21:00 Majority takeouts of minorities
- 29:45 WLFC takeout
- 37:20 AMZN's IRBT takeout
