Chris DeMuth's State of the Markets December 2022

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