The Special Situations Report

Inside Arbitrage
  • 5.0 (5)
  • 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. 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/

    1h 19m

  2. 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

    19 min

  3. 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

    21 min

  4. 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

    33 min

  5. May 11

    GameStop's Unusual and Complex Bid for eBay – The Special Situations Report Episode #66

    Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover four key stories, including a surprising bid by the meme stock favorite Gamestop, a deal for Catalyst Pharmaceuticals by an Italian conglomerate, a large buyback at Kontoor Brands, and the contract electronics manufacturer FLEX spinning off its power and cloud portfolio. Chapters: 0:00 Introduction 1:02 GameStop Makes a Massive Bid for eBay 7:07 Angelini Pharma Acquires Catalyst Pharmaceuticals 11:31 The Fascinating Spinoff at FLEX 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

    26 min

  6. May 4

    A Tumultuous Bidding War For a Mortgage REIT – The Special Situations Report Episode #65

    Summary: In this special Berkshire edition episode of the Special Situations Report, hosts Asif and Tamanna Suria cover two key stories, including a bidding war for the mortgage REIT Two Harbors and an accelerated stock buyback announcement by Five9 that represented 15% of the company’s market cap at announcement. Chapters: 0:00 Introduction 2:32 The Bidding War for Two Harbours 9:39 Insider Purchases at SuRo Capital Pre-OpenAI IPO 21:07 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

    23 min

  7. Apr 27

    Tim Cook Steps Down and a Massive Buyback at Adobe – The Special Situations Report Episode #64

    Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover four key stories, including an acquisition of a healthcare REIT by Blue Owl Capital, an insider purchase by the CEO of SuRo Capital, massive $25 billion buybacks at Netflix and Adobe, and a landmark C-Suite transition at Apple. Chapters: 0:00 Introduction 1:00 Blue Owl to Acquire Sila Realty Trust 8:44 Insider Purchases at SuRo Capital Pre-OpenAI IPO 18:31 Adobe Authorizes Repurchase Worth 1/4 of Market Cap 27:16 Tim Cook Steps Down as Apple CEO and SNAP CFO Departure 31:55 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

    33 min

  8. Apr 20

    WBD Sale Dynamics and Irenic Capital's Activist Plan for SNAP With Paul Nary – The Special Situations Report Episode #63

    Summary: We’re proud to release this week’s special episode, an interview with our wonderful guest, Paul Nary. Paul Nary is an Assistant Professor of Management at the Wharton School, University of Pennsylvania. Dr. Nary’s expertise is in corporate strategy, especially large M&A transactions, as well as private equity, shareholder activism, and many types of external transaction strategies and investments. Dr. Nary’s work has been published in top strategy journals, including the Strategic Management Journal and Academy of Management Review, and he is frequently quoted in top media outlets, including American Banker, Associated Press, Barron’s, Business Insider, CNBC, Forbes, Fortune, Investment News, NPR’s Marketplace, MarketWatch, and The Wall Street Journal. Our conversation with Dr. Nary centered around four key topics. We spoke the most extensively about the bidding and sales process for Warner Bros. Discovery, the widening spread on the deal, regulatory risks, and shareholder and management dynamics. We then dived into Irenic Capital's activist plan for SNAP (the parent company behind Snapchat) and the power of a dual-class share structure. We wrapped up the podcast by examining the complex bid Bill Ackman has made for Universal Music Group (UMG) and explored Dr. Nary's research on PE acquisitions and divestitures and how that connects to ongoing PE activity in the software space. Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=p You can find Paul at the following locations: LinkedIn: linkedin.com/in/paulnary Website: https://www.paulnary.com/

    1h 40m
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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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