The Special Situations Report

Inside Arbitrage
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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.

  1. HACE 5 DÍAS · CONTENIDO EXTRA

    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

  2. 1 DIC · CONTENIDO EXTRA

    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

  3. 24 NOV

    A Deep Dive on the Topgolf Callaway Spinoff – The Special Situations Report Episode #46

    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 continue with the new format by focusing on four key stories, including the massive $23 billion acquisition of Exact Sciences by Abbott Laboratories, the spinoff of Topgolf from Topgolf Callaway being converted into an asset sale to a PE firm, a buyback at a clinical-stage biotech that is pivoting to a royalty-based business model, and a large secondary offering and insider purchases at Biohaven. 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

    32 min

  4. 17 NOV

    A Potential Bidding War for Avadel Pharmaceuticals – The Special Situations Report Episode #45

    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 continue with the new format by focusing on four key stories, including a new higher bid for the narcolepsy focused drug company Avadel, a large $1.5 billion stock buyback announcement by grocery delivery company Instacart, several interesting insider purchases now that company executives are outside their earnings related quiet periods, and an activist who is trying to convince a pain management company Pacira BioSciences to put itself up for sale.Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=pCheck 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

    34 min

  5. 10 NOV

    Revisiting the Failed CoreWeave and Core Scientific Deal – The Special Situations Report Episode #44

    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 continue with the new format by focusing on four key stories, including a potential take private of the real estate firm Kennedy-Wilson by its CEO and Fairfax Financial, a potential deal for the insurance and annuities provider company Brighthouse Financial coming to fruition, an insider purchase at the data center company Core Scientific, and a large $1 billion buyback at affordable luxury products company Capri representing 40% of its market cap at announcement. 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 Check out InsideArbitrage ⁠here⁠ and check out The Special Situations Report ⁠here.

    32 min

  6. 3 NOV

    A Bidding War Between Pfizer and Novo Nordisk For GLP-1s – The Special Situations Report Episode 43

    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 continue with the new format by focusing on four key stories, including a potential deal for satellite connectivity company Globalstar, the battle between Pfizer and Novo Nordisk for the obesity drug company Metsera, an M&A deal with an embedded spinoff that reminds us a lot of Pfizer’s acquisition of Biohaven, and a large buyback at gas station operator Murphy USA 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

  7. 27 OCT · CONTENIDO EXTRA

    A Masterclass In Investing Frameworks with Gautam Baid - The Special Situations Report Episode #42

    We’re proud to release this week’s special episode, an interview with our wonderful guest, Gautam Baid. Gautam is a CFA charterholder and the author of the international best-seller, The Joys of Compounding, a book that was shortlisted in the Berkshire Hathaway selection of 2025. Gautam is also the Managing Partner of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US. Our conversation with Gautam covered multiple fascinating topics – such as special situations like spinoffs in India, his journey that included applying for 1,300 jobs before finding a portfolio manager position at a multi-billion dollar firm and the numerous lessons he learned along the way. We learned so much from this discussion, and we hope our listeners will too.  Check out InsideArbitrage here: https://www.insidearbitrage.com/  Check out Gautam Baid here: https://stellarwealthindia.com and https://a.co/d/2qPE68F

    1 h y 2 min

  8. 21 OCT

    The Ongoing Battle at Sable Offshore – The Special Situations Report Episode 41

    We apologize for the delay in this week's episode, caused by AWS issues that impacted our podcast recording and processing platform. 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 continue with the new format by focusing on four key stories, including the merger of two timber REITs, a massive stock buyback at Synchrony Financial, insider purchases amidst some fascinating developments at Sable Offshore, and Starboard Value taking a stake in Keurig Dr Pepper. 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

    30 min
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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.

Información

  • Creador
    Inside Arbitrage
  • Años de actividad
    2 k
  • Episodios
    48
  • Clasificación
    Apto
  • Copyright
    © Inside Arbitrage
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    The Special Situations Report

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