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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
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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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...
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...
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...
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...
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...
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...
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...
The Merger Masters Podcast series continues with Drew Figdor of TIG Advisors. We discuss his views on activism, his methods for assessing ri...
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...
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...
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...
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...
In conjunction with the release of Kate Welling & Mario Gabelli's book "Merger Masters" According to Sources continues it's interview series...
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,...
Inspired by Kate Welling & Mario Gabelli's new book "Merger Masters," the According to Sources Podcast is interviewing each participant from...
Sujeet Indap, journalist at the FT wrote the following in July, 2018 " Apollo’s life insurance affiliate Athene Holding (ATH) and Caldera ar...
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...
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...
A quick summary before the weekend of why I believe ATHN is a long into the weekend, and why RBC and the market is misinterpreting the news.
In what I consider to be one of the best interviews thus far on According to Sources, Jason and I do a deep-dive into the situation between...
What deal is most at risk from a market downturn? How does one handicap and source various deal approvals such as DOJ or MOFCOM and then gau...
John Malone, Ron Burkle, Jana Partners, Tom Sandell: Each of these investors have either taken a stake or bid for Barnes & Noble (BKS). Now...
Tesla: Is Elon Musk settling with the SEC really an all-clear? Campbell Soup: As the stock continues to drift back to 2018 lows, the 2018 an...
On October 17th, marijuana goes fully legal in Canada. This event, combined with the Canopy Growth Corp investment made by Constellation Bra...
Athenahealth shares have tumbled following recent media coverage that strategics such as UNH and Cerner are walking away from the process. P...
In part II of my interview with Bloomberg M&A reporter Ed Hammond, we discuss how deals can get off the ground, and why so many times the pr...
The event space is littered on a daily business with rumors of deals and activism, the overwhelming majority of which is false. In Part 1 of...
As it's Episode 12, it's time for a quarterly review. I examine the the Top 10 most intriguing situations in the world of deals, activism an...
In segment 1: I reveal my biggest holding, and what I believe to be the most intriguing deal situation on the board. Segment 2: Lehman Broth...
How does a short idea from a hedge fund with only $100mm under management suddenly land on one of America's highest rated programs? The orig...
Shares of Eli Lilly have exploded 14% since their announcment to spin-out its animal health division "Elanco". However, one of Elanco's divi...
In this in-depth interview, Jason Varano, Executive Director at Nomura Securities who focuses on Special Situations / Risk-Arbitrage sits do...
I sit down with Michael Batnick, author of "Big Mistakes: The Best Investors and Their Worst Investments." Some of Wall Street's greatest mi...
A recent change at the CMS (Center for Medicare and Medicaid Services) is going to revise the way medicare pays the HHA's (Home Health Agenc...
Hedge fund manager Michael Samuels of Broome Street Capital explores the latest deal situation at Synaptics (SYNA) and examines what the fut...
This week on According to Sources, I analyze why the Kraft Foods for Campbell Soup story seems to be fairly weak. I explain how a lesson fro...
Henrietta Treyz of Veda Partners joins According to Sources to discuss the important upcoming dates for clarity regarding ZTE sanctions. She...
According to Sources devotes the entire episode to trading strategies ahead of AT&T/Time Warner ruling on June 12. Questions such as "is AT&...
In episode one, i examine why i'm so skeptical of a EVHC takeover. In segment two, I explain why i think Convergys (CVG) will yield Elliott...