Yet Another Value Podcast

Chris DeMuth's State of the Markets December 2022

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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
    • ...more
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    Yet Another Value PodcastBy Andrew Walker
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