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LBTYABULLISHIn depth · 4/5

Demerger arbitrage in large spin-off parents

The speaker argued that buying large parent companies ahead of a demerger can unlock value when both post-spin entities have substantial scale and natural investor demand.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
LBTYA: Demerger arbitrage in large spin-off parents · Zortix