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 a...
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According To Sources
Michael Samuels, Founder and Portfolio Manager of Broome Street Capital, talks M&A and activism all with a focus on the news-sources that cover them. @accordtosources
Episodes
20 of 41 episodesInvesting in Cannabis: One-Year Later
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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/unif...
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 pot...
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 A...
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 b...
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 c...
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 ZAY...
Veda Partners Talks The China Deal + BMY/CELG
The possibility of a China/US trade agreement draws closer each day. Is this an overhang removed to be bought or a sell the news event? Henr...
Merger Masters Series: Drew Figdor of TIG Advisors
The Merger Masters Podcast series continues with Drew Figdor of TIG Advisors. We discuss his views on activism, his methods for assessing ri...
Merger Masters Series: John Bader
The Merger Masters podcast series continues with John Bader. Time Stamps: 1:25 Evolving as an investor 7:40 "I'm a seller of most asset clas...
Merger Masters Series: John Paulson
INTRO: 2:28 It takes a sixth-sense 4:05 Choosing which deals to participate in 6:30 SKY ltd / Comcast / Disney 7:45: Early career 17:00 Hedg...
BMY / CELG : 6 Factors Driving The Deal Spread
On this week's episode I revisit Barnes & Noble after mixed holiday sales. I explain how I've adjusted my position in MLNX, quickly touch on...
Sorting Through The Wreckage: ARNC BKS MLNX MDCA TSRO SHPG IDTI
Wall Street just experienced its worst selloff since 2008. In this week's podcast I sort through the wreckage and examine what I believe are...
"Merger Masters" Series: Roy Behren & Michael Shannon of Westchester Capital
In conjunction with the release of Kate Welling & Mario Gabelli's book "Merger Masters" According to Sources continues it's interview series...
CNBC Contributor and Author Ron Insana
Steven Tusa of JP Morgan has claimed superstar status for his call to sell General Electric in 2016 when it was $29 a share. At near $7 now,...
"Merger Masters" Series: Karen Finerman of Metropolitan Capital
Inspired by Kate Welling & Mario Gabelli's new book "Merger Masters," the According to Sources Podcast is interviewing each participant from...
Rocky (Caldera) vs. Apollo and the Battle for the Control of AEL
Sujeet Indap, journalist at the FT wrote the following in July, 2018 " Apollo’s life insurance affiliate Athene Holding (ATH) and Caldera ar...
The Cowen & Co. Merger & Event Team
Aaron Glick and Eric Rose from Cowen & Co. join the podcast this week to discuss Shire/Takeda, Aetna/CVS, ESRX/CI and several other large tr...
"Merger Masters" By Kate Welling & Mario Gabelli: My interview with the Author
Paul Singer, Michael Price and John Paulson are just a few of the great merger-arb investors and corporate titans of industry that are inter...