According To Sources

Michael Samuels
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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

  1. 07/11/2019

    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.

    31min

  2. 23/09/2019

    Investing in Cannabis: One-Year Later

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    36min

  3. 17/06/2019

    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

    1h10min

  4. 21/05/2019

    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

    47min

  5. 28/04/2019

    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?

    39min

  6. 15/04/2019

    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.

    54min

  7. 09/04/2019

    Wallachbeth Capital's Event Strategist Team: Brett Buckley & James Dileva

    On this week's According to Sources, I sit down with Brett Buckley and James Dileva of Wallachbeth Capital. We discuss how event funds are coping with the current drought of deals, and later analyze AABA, COTY, and DELL

    45min

  8. 11/03/2019

    BMY/CELG, ZAYO, BKS, WBC, RCII , SFLY

    After lots of internal back and forth, I've removed CELG/BMY until further notice. The rest of the episode touches on BKS, the latest at ZAYO, WBC, RCII and why I've initiated a small position in SFLY

    16min
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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

Informações

  • Criado por
    Michael Samuels
  • Anos de atividade
    2018 - 2019
  • Episódios
    41
  • Classificação
    Explícito
  • Copyright
    © 2018 Broome Street Capital. All Rights Reserved.
  • Site do podcast
    According To Sources