The Special Situations Report

Inside Arbitrage
  • 5.0 (5)
  • Investing
  • Weekly

A weekly roundup of the most significant event-driven and special situations news, with notable guests every month! Brought to you by your hosts Asif Suria and Tamanna Suria, The Special Situations Report is a podcast powered by Inside Arbitrage.

  1. 6d ago ·  Bonus

    The AI Bubble and Insider Activity With Jesse Felder – The Special Situations Report Episode #74

    We’re proud to release this week’s special episode, an interview with our wonderful guest, Jesse Felder. Jesse Felder is an accomplished American investment manager, market analyst, and financial publisher with a distinguished career in finance. He is known for his contrarian leanings and skepticism of popular investment trends. Jesse began his professional journey at Bear, Stearns & Co. in 1997 and later co-founded a multi-billion-dollar hedge fund firm. In 2005, Felder launched a blog that would later become The Felder Report, a publication featuring his contrarian thoughts and opinions on capital markets. Since June 2017, Felder has been producing and hosting the “Superinvestors and the Art of Worldly Wisdom” podcast, which explores the work and life lessons of some of the financial industry’s most insightful minds. Our conversation with Jesse centered around a number of fascinating topics, including being a contrarian investor across market cycles and bubbles, the opportunity cost of being bullish and bearish, and the differences in insider activity over the years. We spent quite some time discussing the more recent AI-related bubble, focusing on how the associated technology buildout compares to significant economic buildouts of the past. We also spoke about treasury yields, the bond market, as well as segments of the market that stand out despite the AI craze, such as energy and apparel. We learned so much from this discussion, and we hope our listeners will too. Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=p You can find Jesse here: https://thefelderreport.com/

  2. Oct 19

    Bumble to be Acquired by Ithaca Holdings for $1.3 Billion – The Special Situations Report Episode #73

    Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover four key stories, including the acquisition of the dating app Bumble after a complex debt financing agreement, continued private equity interest in software companies like CCC and Varonis, a sudden C-Suite departure at Supermicro, and an insider transaction at Pepsi that turned out to be the opposite of what we expected. Chapters: 0:00 Introduction 0:56 The Bumble Acquisition 9:03 The End of the SaaSpocalypse? 15:11 Supermicro CFO Suddenly Leaves 18:00 A Longtime Director of Pepsi Purchases Shares 23:14 Outro Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=p Check out The Special Situations Report here: https://www.thespecialsituationreport.com/ Keywords: M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks

  3. Oct 12

    A Potential Bidding War at Mattel – The Special Situations Report Episode #72

    Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover three key stories, including the potential acquisition of the toy company Mattel by two possible bidders, an unusual combination of Chipotle and Starbucks, and the generic drugs company Viatris buying the pain-medication-focused company Pacira BioSciences. Chapters: 0:00 Introduction 1:12 A Potential Bidding War at Mattel 10:05 The Proposed Deal for Chipotle by Starbucks 15:22 Viatris to Acquire Pacira Biosciences 20:18 Outro Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=p Check out The Special Situations Report here: https://www.thespecialsituationreport.com/ Keywords: M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks

  4. Oct 5

    NVIDIA Announces The Largest Buyback in Corporate History – The Special Situations Report Episode #71

    Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover four key stories, including a potential deal for the healthcare technology company Waystar, a sudden CEO departure at the database company MongoDB, a legal special situation with the biopharma company Liquidia, and the largest stock buyback ever. Chapters: 0:00 Introduction 1:17 A Special Situations Bonanza at Waystar 9:51 NVIDIA’s Massive Buyback 16:17 An Update on Liquidia 22:46 The MongoDB Sudden C-Suite Departure 27:36 Outro Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=p Check out The Special Situations Report here: https://www.thespecialsituationreport.com/ Keywords: M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks

  5. Jun 8 ·  Bonus

    Options Plays & International Markets With Matt Peterson – The Special Situations Report Episode #70

    We’re proud to release this week’s special episode, an interview with our wonderful guest, Matthew Peterson. Matthew Peterson is the Managing Partner of Peterson Capital Management, first established in 2011. Matt has been working as a financial professional for two decades. His experience includes working with global financial services firms Goldman Sachs, Morgan Stanley, Merrill Lynch, American Express, and Ameriprise Financial. Prior to forming Peterson Capital Management, LLC and launching Peterson Investment Fund I, LP, Matt split time between Wall Street and London as Capital Markets Manager at Diamond Management and Technology Consultants. Our conversation with Matt centered around a number of fascinating topics, including options-related strategies, portfolio sizing, and the benefits of running extremely concentrated. We also dived into what makes a value investor, and the struggle between the ideal holding period of “forever” and determining when to sell. We also spoke extensively about international markets such as China and Turkey, and how these markets enable investing in businesses and strategies not typically available to investors in the U.S. We learned so much from this discussion, and we hope our listeners will too. Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=p You can find Matt at the following locations: LinkedIn: https://www.linkedin.com/in/matthew-peterson-cfa-100/  Website: https://www.petersonfunds.com/

  6. Jun 1

    Tilman Fertitta's $17.6 Billion Deal For Caesars Entertainment – The Special Situations Report Episode #69

    Summary: In this shortened episode of the Special Situations Report, hosts Asif and Tamanna Suria cover two key stories, including a rumored deal that came to fruition (the acquisition of Caesars Entertainment) and the activist firm JANA Partners doubling down on their stake in Alkami Technology. Chapters: 0:00 Introduction 1:09 An Overview of the Acquisition of Caesars Entertainment 9:17 JANA Partners' Involvement In Alkami 17:22 Outro Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=p Check out The Special Situations Report here: https://www.thespecialsituationreport.com/ Keywords: M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks

  7. May 26

    The $130 Billion Acquisition of Dominion Energy By NextEra – The Special Situations Report Episode #68

    Summary: In this shortened episode of the Special Situations Report, hosts Asif and Tamanna Suria cover two key stories, including the largest deal announced this year related to two electric utilities that supply power to data centers and a large insider purchase at genetic testing company GeneDx. Chapters: 0:00 Introduction 1:08 NextEra's Acquisition of Dominion Energy 8:43 Eli Casdin and Keith Meister Both Get Involved With GeneDx 19:25 Outro Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=p Check out The Special Situations Report here: https://www.thespecialsituationreport.com/ Keywords: M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks

  8. May 18

    Media Mogul Byron Allen Makes a Play for STARZ – The Special Situations Report Episode 67

    Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover four key stories, including a potential deal for Starz Entertainment, an insider purchase by the Co-Founder and CTO of Hubspot, the activist firm Irenic Capital’s involvement in Hewlett Packard Enterprise, and Thrive Capital’s $100 million investment in Shopify. Chapters: 0:00 Introduction 1:11 Byron Allen's Interest in STRZ 9:16 Activist Irenic Capital Gets Involved With HPE 14:54 Thrive Capital's Strategic Investment in SHOP 19:03 HubSpot and the Saaspocalypse 24:34 Outro Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=p Check out The Special Situations Report here: https://www.thespecialsituationreport.com/ Keywords: M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks

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A weekly roundup of the most significant event-driven and special situations news, with notable guests every month! Brought to you by your hosts Asif Suria and Tamanna Suria, The Special Situations Report is a podcast powered by Inside Arbitrage.

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