It's time to welcome back Chris DeMuth for his monthly state of the markets. For this December 2023 edition, Chris discusses what's on his mind at the end of the year, Merger Arb, $ROIV, $IMVT, thoughts on $SAVE, views on 2024 and lessons learned from 2023.
For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/
Chapters:
[0:00] Introduction + Episode sponsor: Alphasense
[1:46] Chris' thoughts, high level, for December 2023: merger arb
[2:44] Roivant $ROIV
[8:27] Immunovant, Inc. $IMVT
[13:44] Thoughts on $SAVE, antitrust, merger arb implications when government blocks M&A
[26:18] Views on 2024 and lessons learned from 2023
[36:23] CVRs
[42:55] Final thoughts
Today's episode is sponsored by: Alphasense
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