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