Chris DeMuth's State of the Markets December 2022

from Yet Another Value Podcast · host 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

What this episode covers

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

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Chris DeMuth's State of the Markets December 2022

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This episode is 46 minutes long.

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This episode was published on December 22, 2022.

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