Larry Robbins Notes Two Merger Arb Ideas- Robin Hood Investors Conference 2018

Rough notes of Larry Robbins’ presentation at the Robin Hood Investors Conference 2018. Stay tuned for more from Robin Hood Investors Conference which took place on October 29, 2018 in New York City. All content will be posted at this link and in our Q3 letters archive so stay tuned. Check out our coverage of Invest For Kids 2018 Conference here. Check out our coverage of the 2018 Excellence In Investing Sohn Conference here. Larry Robbins – Best Ideas, two merger arb situations in health care Long ESRX-Long Cigna Long Shire-Long Takeda ESRX-Cigna has 5% arb spread and has DOJ…