41 episodi

Michael Samuels, Founder and Portfolio Manager of Broome Street Capital, talks M&A, activism and event-driven investing, all with a focus on the news-sources that cover them. @accordtosources

According To Sources Michael Samuels

    • Investimenti

Michael Samuels, Founder and Portfolio Manager of Broome Street Capital, talks M&A, activism and event-driven investing, all with a focus on the news-sources that cover them. @accordtosources

    Tiffany / LVMH Xerox/HP

    Tiffany / LVMH Xerox/HP

    I'm joined by Joshua Goldberg to assess the various scenarios and outcomes in TIF, XRX, HPQ, WBA and many more. In addition we sum up 2019 and try to examine what made this year quite so difficult.

    • 31 min
    Investing in Cannabis: One-Year Later

    Investing in Cannabis: One-Year Later

    September 19, 2018: Shares of TLRY hit $300, marking a top for the entire sector. Where are we one-year later? I'm joined by Sean Stiefel of Navy Capital to discuss the macro-environment, the stocks to own and avoid, and the catalysts upcoming for cannabis.

    • 35 min
    The Aramark Episode

    The Aramark Episode

    Following his success at CSX, press is reporting that Paul Hilal and his fund Mantle Ridge are now contemplating a move at food service/uniform giant Aramark. I'm joined by Nomura analyst Dan Dolev to discuss the possible outcomes. Later I interview Cowen's John Kernan regarding the Jana stake in ELY.
    Other companies mentioned include RRGB, QURE, CIR and BKS

    • 1h 10 min
    Cowen & Co. Merger/Event Strategist Aaron Glick

    Cowen & Co. Merger/Event Strategist Aaron Glick

    Aaron and I sit down to discuss the latest with Sprint/T-Mobile, speculate on the trade's war potential impact on Mellanox, weigh if the potential for HUM to disrupt the CNC/WCG deal is more smoke then fire, and lastly speculate on HOME, AVYA and MGLN

    • 46 min
    The Anadarko Episode

    The Anadarko Episode

    I'm joined by merger-arb and event trader Joshua Goldberg to discuss the various scenarios and possible outcomes in the current battle for Anadarko Petroleum. Does Chevron need to match the OXY bid to win the deal? How much room to bump does OXY have? Why haven't we heard public discontent among OXY holders?

    • 39 min
    M&A Journalism in 2019: Greg Roumeliotis of Reuters News

    M&A Journalism in 2019: Greg Roumeliotis of Reuters News

    APC/CVX, BMY/CELG, and BBT/STI are three mega-deals of 2019 with one common denominator: No major media outlets managed to scoop the story before it was press released. So what's changed in the world of m&a journalism in the last few years? Greg Roumeliotis reflects on a 13+ year career with Reuters news covering deals and deal speculation. We discuss "bad" journalism, competition among peers and dig into why media intervention can often disrupt the entire deal process.

    • 53 min

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