12.22.2022 - By Andrew Walker
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