The Special Situations Report podcast

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Crypto Treasury Companies and Relative Value Arbitrage with Andrew Walker - The Special Situations Report Episode #31 1:10:55

منذ 6 أيام1:10:55

1:10:55

We’re proud to release this week’s special episode, an interview with our wonderful guest, Andrew Walker. Andrew is a portfolio manager at Rangeley Capital and the host of Yet Another Value Podcast. He also runs an investment newsletter service, Yet Another Value Blog, where he delivers value investing insights and perspectives applied to special situations investing. Our conversation with Andrew covered multiple fascinating topics – ranging from investment background, idea generation, market volatility, the SPAC resurgence, and so much more. We dived deep into specific companies such as Carvana, covering both the bull and bear theses for the business, as well as the Lionsgate spinoff. We also discussed crypto treasury companies, especially as tied to relative value arbitrage and taking advantage of these companies trading above NAV. We learned so much from this discussion and we hope our listeners will too. Check out InsideArbitrage here: https://www.insidearbitrage.com/ Check out Andrew Walker and his Yet Another Value Empire here: https://www.yetanothervalueblog.com/…

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The SPAC Resurgence with Julian Klymochko - The Special Situations Report Episode #30 1:05:06

منذ 13 يومًا1:05:06

1:05:06

We’re proud to release this week’s special episode, an interview with our wonderful guest, Julian Klymochko. Julian is the Founder and CEO of Accelerate, a leading provider of alternative investment solutions. Julian is recognized as one of Canada’s leading experts in alternative investments and frequently speaks at industry events. He has been featured in some of the world’s top financial and business media including Bloomberg, CNBC, The Wall Street Journal, BNN, Business Insider, and The Globe and Mail. Julian is the author of the book Reminiscences of a Hedge Fund Operator and host of the Absolute Return Podcast. Our conversation with Julian covered multiple fascinating topics – ranging from investment background, portfolio structure, idea generation, and so much more. We dived deep into the different ETFs that Accelerate offers, and how those strategies developed over time. During the course of our interview, we also delved into specific companies and mergers, such as the acquisition of Core Scientific by CoreWeave. We then covered the overall resurgence in the SPAC market, especially as it tied to crypto treasury companies. We learned so much from this discussion and we hope our listeners will too. Check out InsideArbitrage here: https://www.insidearbitrage.com/ Check out Julian Klymochko and Accelerate here: https://accelerateshares.com…

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Norfolk Southern and Union Pacific in Merger Discussions – The Special Situations Report Episode #29 30:20

منذ 20 يومًا30:20

30:20

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The two discuss a potential large acquisition of the railroad Norfolk Southern by Union Pacific, a potential bidding war for the DallasNews, the spinoff of Beyond’s blockchain assets, stock buybacks at Bank of America and Southwest Airlines, insider purchases at a Solana treasury company as well as a food products company, a new CFO appointment at a beaten down cancer focused biotech company and a whole lot more. Keywords: M&A, merger arbitrage, bidding wars, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, failed mergers, management transitions, special situations, event-driven investing, markets, stocks…

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Chevron Finally Completes The Hess Acquisition – The Special Situations Report Episode #28 32:42

منذ 27 يومًا32:42

32:42

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The two discuss he completion of two large M&A transactions that had more twists and turns than a Christopher Nolan movie, the acquisition of a Chinese electric car company that is trading at a negative spread, an outsized CVR attached to the acquisition of Monogram’s acquisition by Zimmer, a flip flopping insider purchase at biotech company Dyne Therapeutics, Elliott’s activist involvement in Global Payments and a whole lot more. Keywords: M&A, merger arbitrage, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, failed mergers, management transitions, special situations, event-driven investing, markets, stocks…

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CoreWeave Set To Acquire Core Scientific For $9 Billion – The Special Situations Report Episode #27 31:37

منذ 5 weeks31:37

31:37

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The two discuss Concentra Biosciences swooping in again to buy a yet another cash rich zombie biotech company, the Italian chocolate maker Ferrero acquiring the breakfast cereal company WK Kellogg, Kraft Heinz deciding to split itself by spinning off its grocery business, CoreWeave finally deciding to acquire Core Scientific after on again off again rumors that a deal was likely, a large buyback announcement at fintech platform provider The Bancorp, a new CEO announcement at Baxter that caught our attention because of his long stint in Danaher’s management ranks, and a whole lot more. Keywords: M&A, merger arbitrage, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, failed mergers, management transitions, special situations, event-driven investing, markets, stocks…

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JP Morgan, Morgan Stanley, UBS & More Announce Massive Buybacks – The Special Situations Report Episode #26 35:09

منذ 6 weeks35:09

35:09

This week we discuss:Home Depot (HD) outbidding Brad Jacobs’ QXO (QXO) to acquire GMS (GMS)Concentra Biosciences acquiring yet another cash rich microcap biotech companyA potential deal for Verint Systems (VRNT) by Thoma BravoThe Sears spinoff Lands' End (LE) receiving competing bids from rival apparel companiesThe spinoff of Ralliant (RAL) from Fortive (FTV)A large number of buyback announcements at some of the biggest banks including JPMorgan (JPM)... and a whole lot more. Keywords: M&A, merger arbitrage, bidding wars, Brad Jacobs, QXO, credit, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, failed mergers, management transitions, special situations, event-driven investing, markets, stocks…

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A Potential Bidding War for GMS and Torrid’s Stock Price Crashes – The Special Situations Report Episode #25 32:48

منذ 7 weeks32:48

32:48

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The episode begins with a discussion of multiple deals in the works – including Brad Jacob’s newest bid for the construction products company GMS (and a potential rival bid from Home Depot) and briefly covers the since-squashed rumor that Shell would acquire its rival BP. Another important M&A headline covered in this episode include the closing of the Regulus and Novartis deal, the announced acquisition of Sage Therapeutics by Supernus Pharmaceuticals, the merger of two grocery chains, and more. The episode continues by breaking down the dilemna bondholders of Warner Bros Discovery faced regarding the planned spinoff and covers a large buyback at Vivek Ramaswamy’s Roivant. Asif and Tamanna then go onto discuss a number of fascinating buybacks, including a buyback announcement coupled with a secondary offering that sent Torrid’s stock price into free fall and a geopolitical buyback at the Indian travel company MakeMyTrip. The episode wraps up by covering a number of C-Suite transitions at companies such as Postal Realty Trust, Asana, Fastly, and FrontView REIT. Keywords: M&A, merger arbitrage, bidding wars, Brad Jacobs, QXO, credit, bonds, covenants, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, failed mergers, management transitions, special situations, event-driven investing, markets, stocks…

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Netflix's Competitive Moat and AI in CROs with Luis Sanchez – The Special Situations Report Episode #24 1:27:25

منذ 8 weeks1:27:25

1:27:25

We’re proud to release this week’s special episode, our third-ever interview with our wonderful guest, Luis Sanchez. Luis Sanchez is the Founder and Managing Partner of LVS Advisory, a boutique investment advisory firm. His professional experience spans investment banking, consulting, and investment management. His investment insights have been featured in media outlets including CNBC, Yahoo Finance, Fox Business, The Motley Fool, The Manuel of Ideas, and more. Our conversation with Luis covered multiple fascinating topics – ranging from investment background, portfolio optimization, risk management, idea generation, and so much more. We also dived deep into how Luis's strategy has evolved over time, and the differences between and benefits of having both an event-driven and a growth strategy. During the course of our interview, we also delved into Luis's investment thesis for Netflix, and his thoughts on the biotech space in general - with a specific focus on contract research organizations (CROs) like Medpace and Icon and the impact of artificial intelligence. We learned so much from this discussion and we hope our listeners will too. Next week’s episode will cover the past week’s special situations activity as per usual, and also include any important announcements from this week as well. Check out InsideArbitrage here: https://www.insidearbitrage.com/ Check out Luis Sanchez and LVS Advisory here: https://lvsadvisory.com/…

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The Breakup of Warner Bros Discovery – The Special Situations Report Episode #23 34:00

منذ 9 weeks34:00

34:00

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The episode begins with a discussion of numerous deals in the works at companies such as Foward Air, Calavo Growers, Papa John’s, and Telus International. Asif and Tamanna then go on to discuss the details between the proposed separation of Warners Bros Discovery and cover two fascinating insider purchases at Quanterix and Bausch Health, including an insider purchase by the hedge fund legend John Paulson. The episode continues by covering activist activity at Lamb Weston, Provident Bancorp, and Novo Nordisk. Last but not least, the episode concludes by highlighting a C-Suite transition that brings the CFO of Paramount over to the rapidly growing Roblox. Keywords: M&A, merger arbitrage, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, failed mergers, management transitions, special situations, event-driven investing, markets, stocks…

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A Biotech Boom: Rumored Deals, Bidding Wars, CVRs, Insider Transactions, and More! – The Special Situations Report Episode #22 28:10

منذ 10 weeks28:10

28:10

A minor correction at 17:50 – meant to be 15% of all shares outstanding, not 5%. Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. They flip the script by beginning with a number of notable C-Suite transitions, including one at Shift4 Payments that has ties to the recent showdown between Elon Musk and Donald Trump. The episode continues by covering a range of M&A deals – including the Sanofi and Vigil Neuroscience deal with an attractive CVR and a twist on the typical thrift conversion playbook when it comes to NB Bancorp. Asif and Tamanna then discuss key buybacks at companies like Autoliv and Sprinklr, and a soon to be listed spinoff. Last but not least, the episode concludes by highlighting some of the most interesting insider purchases we’ve seen all year. This includes insider buying in the middle of an active merger at Regulus Therapeutics and the second-ever purchase by a long-standing Director at Topgolf Callaway. Keywords: M&A, tariffs, Elon Musk, Donald Trump, Twitter, X, merger arbitrage, CVRs, bidding war, competing offers, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, failed mergers, management transitions, special situations, event-driven investing, markets, stocks…

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A Rogue Elliott Director and Instacart Loses Its CEO to OpenAI – The Special Situations Report Episode #21 17:38

منذ 11 weeks17:38

17:38

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. They begin with a discussion of the terminated SPAR Group and Highwire Capital deal and new and rumored deals like the acquisition of Informatica by Salesforce and Golden Ocean Group by CMB.TECH. Asif and Tamanna then cover acquisition interest at the luxury real estate brokerage Douglas Elliman, which was spun out of Vector Group in late 2021. The episode continues by highlighting a buyback and C-Suite transition at Instacart, and a fascinating insider purchase at Phillips 66 tied to a battle by Elliott for control. The episode concludes with a discussion of a sudden termination at the battery storage solutions company EOS Energy Enterprises. Timestamps: (00:00) Intro (01:39) M&A (02:50) Key Story: Salesforce to Acquire Informatica (03:58) M&A Continued (05:23) Spinoffs (06:20) Key Story: Douglas Elliman Receives Takeover Interest (07:24) Buybacks (08:28) Key Story: Instacart Buyback and C-Suite Transition (12:26) Insiders (12:43) Key Story: Phillips 66 Continues to Face Activist Pressure From Elliott (15:41) C-Suite Transitions (16:52) Outro Check out InsideArbitrage here: https://www.insidearbitrage.com/ Check out The Special Situations Report here: https://www.thespecialsituationreport.com/ Keywords: M&A, tariffs, merger arbitrage, Elliott Management, deal terminations, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, failed mergers, management transitions, special situations, event-driven investing, markets, stocks…

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The United States Steel and Nippon Steel Saga Continues - The Special Situations Report Episode #20 25:24

منذ 12 weeks25:24

25:24

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. They begin with yet another update to the US Steel and Nippon Steel deal, as well as a rare bump-up in deal price connected to the acquisition of Satixfy Communications. The episode continues with a few updates to spinoffs discussed in past episodes, including spinoffs at Sony Group and ABB. Asif and Tamanna then dive into Deckers Corporation, the parent company of brands like UGGs and Hoka, which recently announced a massive buyback. Other buybacks mentioned include buybacks at Xenia and Vertex Pharmaceutical, and the episode also highlights insider purchases at the health insurance giant United Health and the commercial kitchen equipment company Middleby. Asif and Tamanna conclude with a discussion of activist activity and management transitions at United Homes and Avadel. Timestamps: (0:00) Intro (01:54) Key Story: U.S. Steel and Nippon Steel Deal Update (03:54) M&A (11:07) Spinoffs (12:35) Key Story: Deckers Announces a Massive Buyback (14:35) Buybacks (16:04) Insider Transactions (16:45) Key Story: Fascinating Insider Purchase at Middleby (19:23) Activists (21:31) C-Suite Transitions (24:38) Outro Check out InsideArbitrage here: https://www.insidearbitrage.com/ Check out The Special Situations Report here: https://www.thespecialsituationreport.com/ Keywords: M&A, tariffs, merger arbitrage, Bill Ackman, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, failed mergers, management transitions, special situations, event-driven investing, markets, stocks…

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Differentiating Toxic Waste and Spinoff Deep Dives with Rich Howe – The Special Situations Report Episode #19 1:03:30

منذ 13 weeks1:03:30

1:03:30

We’re proud to release this week’s special episode, our second-ever interview with our wonderful guest, Rich Howe. Rich is best known for his extensive research on special situations, with a focus on spinoffs. Viewers may recognize Rich from his newsletters and detailed write-ups on various special situations he publishes via his site, Stock Spinoff Investing. Rich also has an excellent podcast of his own. Our conversation with Rich spanned multiple fascinating topics – ranging from investing background, attractive strategies, investments that worked out well like the South African thermal coal company Thungela Resources, key catalysts for spinoffs, differentiating valuable companies from toxic waste, and so much more. We also dived deep into two particular spinoffs – Resolute’s spinoff from CompoSecure and the final separation of the Starz business and Lionsgate. We learned so much from this discussion and we hope our listeners will too. Next week’s episode will cover the past week’s special situations activity as per usual, and also include any important announcements from this week as well. Check out InsideArbitrage here: https://www.insidearbitrage.com/ Check out Rich Howe and Stock Spinoff Investing here: https://stockspinoffinvesting.com/ and https://x.com/stockspinoffss…

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Warren Buffet and the Future of Berkshire – The Special Situations Report Episode #18 34:46

منذ 14 weeks34:46

34:46

This week we discuss: A big spike in M&A activity last week with six new deals announced including the acquisition of Sketchers ( SKX ) by the Brazilian PE firm 3G Capital The Beacon Roofing Supply - QXO ( QXO ) deal reaching the finish line A downward revision in the amount of consideration Akoya Biosciences ( AKYA ) investors will receive when Quanterix ( QTRX ) acquires them The confirmation of a rumored deal when Merck KGaA announced the acquisition of SpringWorks Therapeutics ( SWTX ) Sony Group's (SNE) decision to spinoff its semiconductor business The chapter 11 bankruptcy of Weight Watchers Large stock buybacks by GoDaddy ( GDDY ), Align Technology ( ALGN ), Lyft ( LYFT ) and Turtle Beach ( TBCH ) A potential double dipper situation with Select Medical Holdings ( SEM ) where the company intends to buyback stock and insiders are also buying stock at the same time A rare insider purchase of Tesla ( TSLA ) by its Director Joseph Gebbia, who is also a co-founder of Airbnb ( ABNB ) An unusual situation where a director of a company in the middle of an acquisition, Alumis ( ALMS ), purchases shares Cluster buying by five different insiders of Organon ( OGN ) Insider buying by the CEO and a director of Pebblebrook Hotel Trust ( PEB ) Bill Ackman's new proposal to acquire $900 million worth of Howard Hughes' ( HHH ) stock at a big premium The biggest C-suite transition of the year with Buffett handing over the reins to Berkshire Hathaway ( BRK.B ) to Greg Abel A massive drop in the stock price of Compass Diversified ( CODI ) after the CEO of a subsidiary was terminated without severance Disclaimer: This podcast is for general informational and educational purposes only. The content does not constitute financial, investment, legal, or tax advice. We do not warrant the completeness or accuracy of the content or data provided in this podcast. Nothing discussed in this podcast should be interpreted as a recommendation to buy, sell, or hold any investment or security. Investing involves substantial risks, including the potential loss of principal. You should conduct your own research and due diligence before making any investment decisions. Keywords:M&A, Berkshire, merger arbitrage, Warren Buffet,, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, management transitions, special situations, event-driven investing, markets, stocks…

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Busted Biotechs and Pricing Risk with Chris DeMuth Jr. – The Special Situations Report Episode #17 1:19:12

منذ 15 weeks1:19:12

1:19:12

This week’s special episode is our long-awaited first interview, with our wonderful guest, Chris DeMuth Jr. Chris DeMuth Jr founded Rangeley Capital in 2007 in order to exploit the seams between other hedge funds’ mandates. He also runs the investing group Sifting the World, in which he shares his best ideas, deep research, extensive resources and real time updates as investments play out. You may also recognize Chris from his fitness subtract Vale Tudo or his various appearances on Andrew Walker’s Yet Another Value Podcast. Our conversation with Chris spanned multiple fascinating topics – ranging from investing philosophies, portfolio sizing, merger arbitrage, understanding risk, busted biotechs, fitness achievements, and so much more. We learned so much from this discussion and we hope our listeners will too. Next week’s episode will cover the past week’s special situations activity as per usual, and also include any important announcements from this week as well. Check out InsideArbitrage here: https://www.insidearbitrage.com/ Check out Chris DeMuth Jr.’s here: https://seekingalpha.com/author/chris-demuth-jr…

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A Potential Bidding War for Guess - The Special Situations Report Episode #16 25:27

منذ 16 weeks25:27

25:27

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. They begin with a potential rival offer by Authentic Brands to acquire Guess instead of WHP Global and cover an announcement from Alumis regarding a better offer for their acquisition of Acelyrin. Asif and Tamanna then dive into the spinoff of ABB’s robotics segment and cover some notable buybacks from the week at companies such as Google, Equifax, Medpace, and more. They then highlight a very fascinating insider purchase at an especially unique company, Lindblad Expeditions, and also cover some interesting activist activity at Harley-Davidson and Bausch Health by H Partners and Carl Icahn respectively. The episode concludes with a discussion of key management transitions at Avanos Medical and Match Group. Keywords: M&A, tariffs, merger arbitrage, Carl Icahn, bidding war, competing offers, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, failed mergers, management transitions, special situations, event-driven investing, markets, stocks…

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Bill Ackman Builds a Stake in Hertz - The Special Situations Report Episode #15 24:53

منذ 17 weeks24:53

24:53

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. They begin with a discussion of a rumored deal between Theratechnologies and Future Pak and also provide an update on the Acelryin and Alumis deal discussed in prior episodes. Asif and Tamanna then cover notable buybacks at companies such as Goldman Sachs, which also saw some interesting insider activity. The episode also highlights two incredibly unique insider purchases at Fitlife Brands and Nutex, both of which serve as fascinating signals. The episode concludes with a discussion of activist activity at Hertz, HPE, and Harley-Davidson and a look at some notable C-Suite transitions in a relatively quiet week. Keywords: M&A, tariffs, merger arbitrage, contingent value rights, CVRs, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, failed mergers, management transitions, special situations, event-driven investing, markets, stocks…

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Gamestop CEO Buys Shares And Continued Market Turmoil - The Special Situations Report Episode #14 33:55

منذ 18 weeks33:55

33:55

There were two mistakes made during the recording of this podcast and our corrections are as follows: At 10:41, we mistakenly say Gen Digital’s stock price closed at $84.41. However, we instead meant to say that MoneyLion’s stock price closed at $85.41. At 16:12, we mistakenly note that Broadcom’s stock price is up 117% in the last five years when in reality it is up by roughly 580%. Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. They once again revisit the US Steel and Nippon Steel deal, diving deep into the various updates and news reports that were released this week and how the deal’s spread has changed over time. Asif and Tamanna also discuss contingent value rights in mergers and acquisitions, with a particular focus on the unique CVR in the GenDigital and MoneyLion acquisition. The episode then highlights the unusual surge in insider buying following the recent market weakness, and features key insider transactions at Sinclair and Gamestop. The episode concludes with a look at a few important C-Suite transitions, at companies including Harley-Davidson and CVS. Keywords: M&A, tariffs, merger arbitrage, contingent value rights, CVRs, poison pills, hostile acquisitions, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, failed mergers, management transitions, special situations, event-driven investing, markets, stocks…

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Tariffs and Their Impact on The Special Situations Space - The Special Situations Report Episode 13 29:11

منذ 19 weeks29:11

29:11

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The episode begins with a discussion of arguably the most important piece of financial news this week - the Trump tariffs. Asif and Tamanna dive into how the tariffs may impact all sorts of companies and special situations activity, with a special focus on the M&A landscape. The episode continues with an analysis of recently announced M&A deals, including the acquisition of Mr. Cooper by Rocket Companies. Asif and Tamanna also explore the completed Angi spinoff from IAC, a buyback at the banking software company nCino, and notable insider and activist activity. The episode concludes with a look at two key C-Suite transitions, including Macy's CFO departing from his position. Keywords: M&A, tariffs, merger arbitrage, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, failed mergers, management transitions, special situations, event-driven investing, markets, stocks…

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Dun & Bradstreet Acquistion Breathes New Life Into Cannae - The Special Situations Report Episode #12 27:29

منذ 20 weeks27:29

27:29

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The episode begins with an examination of recent significant M&A, including the acquisition of Dun & Bradstreet by Clear Lake Capital and the bankruptcy of 23andMe following the failed acquisition by the company's CEO. Tamanna and Asif then dive into corporate spinoffs, revisiting Honeywell's business divisions (specifically the Advanced Materials business) and the value-destroying sale of Dollar Tree's Family Dollar chain. The episode then covers two significant insider purchases at Sinclair and Globalstar, and also covers a few key buybacks - including a large buyback at Cannae that was tied to the Dun & Bradstreet acquisition. The episode concludes with a fascinating C-Suite transition and slew of other special situations activity at Crown Castle. Keywords: M&A, merger arbitrage, insider buying, insider sales, buybacks, restructuring, bankruptcy, C-suite transitions, spinoffs, activists, takeover, failed mergers, management transitions, special situations, event-driven investing, markets, stocks…

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The QXO and Beacon Roofing Supply Deal Comes Through - The Special Situations Report Episode #11 30:52

منذ 21 weeks30:52

30:52

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. In this M&A and buyback heavy week, they dive into some of the week's top mergers and acquisition news – most notably, the conclusion of the QXO and Beacon Roofing Supply battle. Other key pieces of M&A activity include a potential bid for Guess, an ongoing family feud in relation to Lifeway Foods, the completion of the First Financial Northwest liquidation, and more. The episode continues with Asif and Tamanna exploring the Comcast media business spinoff and Starboard Value’s stance on the 3D printing company Autodesk. Lastly, the episode concludes with a discussion of a key insider sale at Apollo Global and shocking management transition at Green Brick Partners. Keywords: M&A, merger arbitrage, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, takeover, hostile bids, poision pills, failed mergers, management transitions, special situations, event-driven investing, markets, stocks…

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A Surge in Special Situations Activity - The Special Situations Report Episode #10 24:27

منذ 22 weeks24:27

24:27

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. In this particularly event-driven heavy week, they dive into some of the week's top mergers and acquisitions - including updates regarding the Beacon Roofing Supply and QXO hostile takeover, the acquisition of Redfin by Rocket Companies, the biotech Acelyrin adopting a poison pill provision to fend off Tang Capital Partners, and more. They also explore some major C-Suite level changes at companies such as Intel and Asana. The episode also highlights elevated insider buying, with a special focus on purchases at the bank First Citizens. The episode then concludes with an overview of two major buyback announcements at American Eagle Outfitters and Churchill Downs. Keywords: M&A, merger arbitrage, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, takeover, hostile bids, poision pills, failed mergers, management transitions, special situations, event-driven investing, markets, stocks…

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Breaking Down The Walgreens Boots Alliance Acquisition - The Special Situations Report Episode #9 26:05

منذ 23 weeks26:05

26:05

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. They explore the ongoing saga between Lifeway Foods and Danone and the announced acquisition of Chimerix by Jazz Pharmaceuticals. They dive deep into the details of the acquisition of Walgreens Boots Alliance by Sycamore Partners, fully breaking down the DAP rights associated with the deal. The episode also highlights the surge in insider buying amidst market volatility and the activist campaign led by Starboard Value against the Johnson & Johnson spinoff Kenvue. The episode concludes with a look at Kroger and Albertsons after their failed merger, specifically the CEOs of both companies departing from their positions. Keywords: M&A, merger arbitrage, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, takeover, failed mergers, management transitions, special situations, event-driven investing, markets, stocks…

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The Egg Prices Crisis and Apollo's Real Estate Play - The Special Situations Report Episode #8 27:03

منذ 24 weeks27:03

27:03

Summary: In this eighth episode of the Special Situations Report, hosts Tamanna Suria and Asif Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. They revisit a few top stories - including QXO's hostile bid for Beacon Roofing Supply and insider purchases at the biotech company Ardelyx. The episode continues with an analysis of the nation's largest egg producer, Cal-Maine Foods, and a recently announced buyback at the company. Also included in this episode are a few key actions by Elliott Management and the announced acquisition of Bridge Investment Group by Apollo Global Management. The episode concludes with a discussion of stand-out C-Suite transitions over the last week. Keywords: M&A, merger arbitrage, insider buying, insider sales, competing bids, superior proposals, buybacks, C-suite transitions, spinoffs, activists, takeover, Elliott Management, hostile bids, management transitions, special situations, event-driven investing, markets, stocks…

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Massive Insider Sales at JPMorgan and Numerous Competing M&A Bids - The Special Situations Report Episode #7 33:47

منذ 25 weeks33:47

33:47

Summary: In this seventh episode of the Special Situations Report, hosts Tamanna Suria and Asif Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. They deep dive into Bill Ackman's updated offer and touch upon multiple competing bids/superior proposals in the M&A space. The episode continues with an analysis of insider buying in a recent spinoff and an evaluation of the massive insider sales at JPMorgan by CEO and Chairman Jamie Dimon. The episode concludes with an overview of notable recent buyback announcements and C-Suite transitions, especially sudden departures. Keywords: M&A, merger arbitrage, insider buying, insider sales, competing bids, superior proposals, buybacks, C-suite transitions, spinoffs, activists, takeover, JPMorgan, hostile bids, management transitions, special situations, event-driven investing, markets, stocks…

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Avis Budget Group Loses Its Turnaround CEO - The Special Situations Report Episode #6 31:31

منذ 26 weeks31:31

31:31

Summary: In the sixth episode of the Special Situations Report, hosts Tamanna Suria and Asif Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The episode begins with updates on a few newly announced M&A deals, including the acquisition of Playa Hotels and Resorts by Hilton. They delve into Elliott Management's letter to Phillips 66, the recent stock buybacks by Lyft and DoorDash, and insider purchases at Match Group and Enanta. The episode concludes with insights into recent C-suite transitions, including the appointment of new executives at Southwest Airlines and Avis Budget Group. Keywords: M&A, merger arbitrage, insider buying, buybacks, C-suite transitions, spinoffs, activists, takeover, Elliott Management, hostile bids, management transitions, special situations, event-driven investing, markets, stocks…

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Elliott Management's Activist Campaigns - The Special Situations Report Episode #5 35:27

منذ 27 weeks35:27

35:27

Summary In the fifth episode of the Special Situations Report, hosts Tamanna Suria and Asif Suria discuss the latest developments in the merger arbitrage world, significant insider buying from both Directors and 10% owners, and significant corporate buybacks. They delve into Elliott Management's influence on Honeywell and its proposed spinoffs, the acquisition of SolarWinds, and the ongoing negotiations (and potential deal) between Hyatt and Playa Hotels. Concluding with a discussion of C-suite transitions at companies such as the IAC spinoff Match Group, the episode provides various insights into the current landscape of event-driven investing. Keywords M&A, merger arbitrage, insider buying, buybacks, C-suite transitions, spinoffs, activists, takeover, Elliott Management, Honeywell, Paypal, Children's Place, Match, IAC, special situations, REITS, event-driven investing…

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Poison Pills in Hostile Acquisitions - The Special Situations Report Episode #4 28:51

منذ 28 weeks28:51

28:51

Summary In the fourth episode of the Special Situations Report podcast, hosts Asif and Tamanna Suria discuss the latest event-driven activities, focusing on M&A activity, hostile takeovers, poison pill plans, spinoffs, buybacks, insider buying, and more. They analyze specific cases such as the US Steel and Nippon Steel deal, the Juniper Networks acquisition by HPE, and a number of poison pill or shareholder rights plans adopted in order to stop hostile takeovers. The episode also highlights a select C-suite transition and a few notable insider purchases at Adobe and TKO, providing insights into the current market landscape. Keywords M&A, hostile takeovers, poison pill plans, shareholder rights plans, spinoffs, buybacks, insider buying, corporate strategies, event-driven investing, special situations, markets, stocks…

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A Buyback Bonanza - The Special Situations Report Episode #3 22:03

منذ 29 weeks22:03

22:03

Summary: In the third episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest event-driven activities, including numerous massive buybacks/share repurchases at companies such as Netflix and GE, rumored M&A deals, notable insider purchases and sales, and interesting C-suite transitions. They analyze TripAdvisor's recent proposal, NB Bancorp's thrift conversion and recent stock buyback announcement, and insider purchases across the biotech sector. The episode concludes with insights on spin-offs and C-suite transitions, providing a comprehensive overview of the current landscape in special situations investing. Keywords: M&A, mergers, acquisitions, insider buying, insider sales, special situations, C-suite transitions, buybacks, share repurchases, spinoffs, Netflix, GE…

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Bill Ackman's Proposal to Howard Hughes - The Special Situations Report Episode #2 21:33

منذ 30 weeks21:33

21:33

Editor’s Notes: Asif mistakenly mentioned that Citigroup’s stock has almost doubled over the last year. It is “only” up more than 50% over the last year. Tamanna mentioned that the H&E Equipment Services deal is expected to close by January 28, 2025. The tender offer is expected to commence on January 28, 2025 and the deal is expected to close by the end of Q1 2025. Summary: In the second episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest event-driven activities, including significant M&A deals, insider buying trends, and notable C-suite transitions. They delve into Bill Ackman's interest in Howard Hughes, the potential acquisition of TikTok, and the impact of special dividends and buybacks on shareholder value. The episode wraps up with insights on IAC's spin-off and leadership changes, providing a comprehensive overview of the current special situations landscape. Keywords: M&A, insider buying, special situations, Bill Ackman, Howard Hughes, TikTok, C-suite transitions, dividends, buybacks, share repurchases, IAC, spinoffs…

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The Battle for Lifeway Foods and U.S. Steel - The Special Situations Report Episode #1 13:31

منذ 31 weeks13:31

13:31

Summary In the inaugural episode of the Special Situations Report podcast, hosts Asif and Tamanna Suria introduce the podcast's focus on event-driven investing, covering recent mergers and acquisitions, insider buying, and management transitions. They discuss significant deals such as the acquisition of Inari Medical by Stryker, the merger between Getty Images and Shutterstock, and the ongoing bid by Danone for Lifeway Foods. The episode also highlights Uber's share buyback strategy and notable management changes in companies like Ulta Beauty and Southwest Airlines, providing insights into the special situations landscape. Keywords special situations, mergers and acquisitions, insider buying, event-driven investing, buybacks, management transitions, financial analysis, investment strategies…

مشابه لـThe Special Situations Report

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