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CPRITPRMIXEDSubstantive discussion · 3/5

Capri-Tapestry merger arbitrage fail

The guest cited the failed Capri and Tapestry merger as a counterexample where the deal seemed rational and was heavily owned by sophisticated funds, yet still did not close, resulting in losses.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE