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 &nbsp;WLFC's proposed takeout. &nbsp;&nbsp;
Chapters&nbsp;

 
 
  
  
  
  
  


Discussing why "pre-arb" didn't work in 2022&nbsp;

Tidewater's management on the offshore inflection $TDW

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.com. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas.

Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer