The Special Situations Report

Inside Arbitrage
  • 5.0 (4)
  • INVESTING
  • UPDATED 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. 3D AGO · BONUS

    Under Armour and the Retail Landscape with Matt McClintock - The Special Situations Report Episode #54

    We’re proud to release this week’s special episode, an interview with our wonderful guest, Matt McClintock. Matt is an expert in the consumer and retail sectors across the Americas. He spent over 15 years in equity research across firms such as Lehman Brothers, Barclays, and Raymond James, covering over 80 different companies and categories, including Retail Hardlines and Apparel Wholesale. He now runs M Squared Capital, an independent research firm focused on both retail and consumer insights. Our conversation with Matt centered around the thesis for Under Armour and the special situations bonanza taking place at the business (insider purchases and C-Suite transitions) as it navigates difficult sales and a possible turnaround. We also discussed a number of other retail businesses, drawing comparisons between Lululemon, Nike, Deckers, VFC, and more, developing a full picture of the athletic brands space. This was by far the most comprehensive deep dive into an industry we’ve ever done on this podcast, and as such, we learned so much from this discussion. We hope our listeners enjoy this as much as we loved recording it! Please note that there were a few audio issues with the recording and hopefully they don't detract too much from the conversation. Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=p You can find Matt at the following locations: X: https://x.com/MattJMcClintock LinkedIn: https://www.linkedin.com/in/mattjmcclintock/ M Squared Capital: https://www.msquaredcapital.com/about

    1h 25m

  2. FEB 9

    PayPal's New CEO and Boating M&A – The Special Situations Report Episode #53

    Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss cover two key stories, such as a new deal for a boat manufacturer that the two compare and contrast with a potential deal for a boat retailer. Asif and Tamanna then cover the sudden departure of PayPal's CEO, Alex Chriss, and the quick appointment of his sucesssor, who comes over from HP. 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

    22 min

  3. FEB 2

    A Deep Dive Into Quantum Computing and the Medtech Space – The Special Situations Report Episode #52

    Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss cover four key stories including a tender offer for the apparel retailer Land’s End, a deep dive into quantum computing in the context of IonQ acquiring SkyWater in a $1.8 billion deal, a massive buyback by the natural gas company CNX Resources, and an unusual insider purchase by the CEO of Abbott Laboratories while they are in the process of acquiring Exact Sciences. 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

    38 min

  4. JAN 26

    Insider Purchases at Gamestop and the Nathan's Famous Acquisition – The Special Situations Report Episode #51

    Summary: In this special episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss two key stories, including the acquisition of Nathan’s Famous by Smithfield Foods and insider purchases by the CEO and a director of GameStop. 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

    20 min

  5. JAN 20

    Insider Purchase at Micron & Potential Deals at Eli Lilly – The Special Situations Report Episode #50

    Summary: In this special episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss cover five key stories including a potential acquisition of oil and gas fracking company Coterra by Devon Energy, two back-to-back acquisitions by Eli Lilly, a $2 billion stock buyback announcement by SaaS company Veeva Systems, a fascinating insider purchase of Micron Technology by the former CEO of TSMC and management changes at Under Armour, which incidentally also saw insider buying by Prem Watsa. 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

    39 min

  6. JAN 12

    A Deep Dive Into Warner Bros Discovery With Gary Heffernan - The Special Situations Report Episode #49

    Welcome back to the new season of The Special Situations Report! We’re proud to release this week’s special episode, an interview with our wonderful guest, Gary Heffernan. Gary is an individual investor who has a background in investment banking, equity research, and more general finance applications. Gary has incredibly deep knowledge of both the special situations and value investing landscapes. Our conversation with Gary centered around the ever-developing Warner Bros. Discovery situation, beginning with a breakdown of the pre-deal environment and bidding war, and continuing with an in-depth examination of both competing bids once the official acquisition had been announced. We explore the considerations associated with the Discovery Global Networks spinoff as well as the key risks to this deal, including regulatory risks, leverage concerns, and opposition from key media players. This was easily one of the most comprehensive deep dives we’ve ever done on this podcast, and as such, we learned so much from this discussion. We hope our listeners enjoy this as much as we enjoyed recording it! A list of resources referenced during this podcast: Congressional Hearing: https://www.youtube.com/watch?t=1343&v=mY9fNZZLAuw&feature=youtu.be Pentwater CEO Interview: https://www.cnbc.com/video/2026/01/07/halbowers-letter-to-wbd-netflix-merger-has-greater-regulatory-risk-than-paramount-merger.html Check out InsideArbitrage here: https://www.insidearbitrage.com/ Check out Gary Heffernan here: https://x.com/garyHeff

    58 min

  7. 12/10/2025 · BONUS

    A Breakdown of Buffet's Early Theses with Brett Gardner - The Special Situations Report Episode #48

    We’re proud to release this week’s special episode, an interview with our wonderful guest, Brett Gardner. Brett is a value investor and analyst at Discerene Group, and the author of the best-seller, Buffett's Early Investments. The book is incredibly insightful deep dive into Warren Buffet's earliest investment theses and original investment approach, with case studies featuring household names such as Disney and American Express, as well as some lesser-known businesses. Our conversation with Brett covered multiple fascinating topics – such as Buffett's key components for evaluating an arbitrage situation developed with the fight for British Columbia Power, the importance of a strong management team as tied to Marshall Wells, balancing the worries of key man risk and a complex corporate governance structure with a strong cash flow generating movie business as was the case with Disney, and so much more. We learned so much from this discussion, and we hope our listeners will too. Check out InsideArbitrage here: https://www.insidearbitrage.com/ Check out Brett Gardner here: https://x.com/brettgardner_10 and https://amzn.to/3TvSHSc

    53 min

  8. 12/01/2025 · BONUS

    An Analysis of DoorDash and Honeywell's Spinoffs – The Special Situations Report Episode #47

    Summary: In this special episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss two key stories, including an interesting insider purchase of DoorDash by Alfred Lin of Sequoia Capital and a breakdown of the various spinoffs at the industrial conglomerate Honeywell. 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

    25 min
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Ratings & Reviews

5
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About

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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