
Tiffany / LVMH Xerox/HP
Nov 7, 2019 - 00:31:25
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Nov 7, 2019 - 00:31:25
I'm joined by Joshua Goldberg to assess the various scenarios and outcomes in TIF, XRX, HPQ, WBA and many...

Jun 17, 2019 - 01:10:00
Following his success at CSX, press is reporting that Paul Hilal and his fund Mantle Ridge are now contem...

May 21, 2019 - 00:46:30
Aaron and I sit down to discuss the latest with Sprint/T-Mobile, speculate on the trade's war potential i...

Apr 28, 2019 - 00:39:16
I'm joined by merger-arb and event trader Joshua Goldberg to discuss the various scenarios and possible o...

Apr 15, 2019 - 00:53:53
APC/CVX, BMY/CELG, and BBT/STI are three mega-deals of 2019 with one common denominator: No major media o...

Apr 9, 2019 - 00:44:47
On this week's According to Sources, I sit down with Brett Buckley and James Dileva of Wallachbeth Capita...

Mar 11, 2019 - 00:16:00
After lots of internal back and forth, I've removed CELG/BMY until further notice. The rest of the episod...

Feb 27, 2019 - 00:30:00
The possibility of a China/US trade agreement draws closer each day. Is this an overhang removed to be bo...