The Special Situations Report
The Special Situations Report is a weekly podcast covering event-driven investing and special situations news. Hosts Asif Suria and Tamanna Suria round up the most significant developments in the space. The show also features notable guests on a monthly basis. It is produced by Inside Arbitrage.
Episodes
A Potential Bidding War at Mattel – The Special Situations Report Episode #72
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover three key stories, including the potential acquisition of the toy company Mattel by two possible bidders, an unusual combination of Chipotle and Starbucks, and the generic drugs company Viatris buying the pain-medication-focused company Pacira BioSciences. Chapters:0:00 Introduction1:12 A Potential Bidding
NVIDIA Announces The Largest Buyback in Corporate History – The Special Situations Report Episode #71
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover four key stories, including a potential deal for the healthcare technology company Waystar, a sudden CEO departure at the database company MongoDB, a legal special situation with the biopharma company Liquidia, and the largest stock buyback ever. Chapters:0:00 Introduction1:17 A Special Situations Bonanza
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
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 Introduction1:09 An Overview of the Acquisition of Caesars Entertainment9:17 JANA Partners
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 Introduction1:08 NextEra's Acquisition of Dominion Energy8:43 Eli Casdin and Keith M
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 Introduction1:11 Byron Allen
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 Introduction1:02 GameS
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 Introduction2:32 The Bidding War for Two Harbours9:39 Insider Purchases
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 Introduction1:00 Blue Owl to Acquire Sila Realty Trust8:44 Insider
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
ACA Coverage Concerns Spark Oscar Health Insider Purchase – The Special Situations Report Episode #62
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover four key stories, including a potential deal for the data protection software company Commvault Systems by Thoma Bravo, a stock buyback announcement by the apparel retailer Lands’ End, a unique insider purchase by the CEO of the health insurance company Oscar Health, and activist involvement in potato prod
Amazon In Talks With Apple to Acquire Globalstar For $9 Billion – The Special Situations Report Episode #61
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover four key stories, including a potential deal by Amazon for a satellite business partially owned by Apple, Eli Lilly’s acquisition of a biotech with a sizeable CVR attached, the planned Reverse Morris Trust transaction at Unilever, and activist involvement at the social media company Snap.Chapters:0:00 Intr
The Legal Battle Brewing At Liquidia With Steven Kiel and Viral Kothari – The Special Situations Report Episode #60
We’re proud to release this week’s special episode, an interview with not one, but two wonderful guests: Steven Kiel and Viral Kothari.Steven Kiel is the President and Chief Investment Officer for Arquitos Capital Management, a firm he founded in 2009. He also serves on the board of directors of ENDI Corp, a holding company primarily focused on asset management. Prior to these roles, Steven served
Breaking Down BDCs and Private Credit With Kris Kania – The Special Situations Report Episode #59
Summary:We’re proud to release this week’s special episode, an interview with our wonderful guest, Kris Kania. Kris Kania is the Founder & Portfolio Manager of KSK Capital and a Visiting Assistant Professor of Tax Law at NYU School of Law. He previously practiced tax law at Sullivan & Cromwell LLP and Kirkland & Ellis LLP and earlier worked as a technology investor at Susquehanna Growt
Neil Mehta of Greenoaks Buys The Coupang Data Breach Dip – The Special Situations Report Episode #58
Summary:In this shortened episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss two key stories, including a new deal for a company that provides uniforms to corporations that is trading a double-digit spread and a massive insider purchase by a VC firm related to one of their portfolio companies.Chapters:0:00 Introduction1:18 Cintas Finally Wins The War For UniFirst6:32 Th
The SaaSpocalypse and Salesforce's Massive Buyback – The Special Situations Report Episode #57
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss cover four key stories, including a bidding war for an independent music company, a massive stock buyback announcement by Salesforce, a cluster of insider sales at Warner Bros. Discovery, and activist involvement in Pinterest.Chapters:0:00 Introduction1:13 A Potential Bidding War for Reservoir Media7:40
Finding Value in Numbers With Ehsan Ehsani – The Special Situations Report Episode #56
We’re proud to release this week’s special episode, an interview with our wonderful guest, Ehsan Ehsani. Ehsan Ehsani is an executive director at Crescendo Partners, an adjunct assistant professor at Columbia Business School, and the author of “Finding Value in Numbers: The Essential Investing Toolkit to Win on Wall Street.”Our conversation with Ehsan centered around his recently released book, “F
GCI Liberty and John Malone's M&A Play with Chris Waller - The Special Situations Report Episode #55
We’re proud to release this week’s special episode, an interview with our wonderful guest, Chris Waller. Chris is the Founder and Portfolio Manager of Plural Investing. Before founding Plural, Chris worked in London at Goldman Sachs Asset Management, working as a member of the investment team for the Global and International Small Cap equity funds. He has an MBA from the Value Investing program at
Under Armour and the Retail Landscape with Matt McClintock - The Special Situations Report Episode #54
We’re proud to release this week’s special episode, an interview with our wonderful guest, Matt McClintock. Matt is an expert in the consumer and retail sectors across the Americas. He spent over 15 years in equity research across firms such as Lehman Brothers, Barclays, and Raymond James, covering over 80 different companies and categories, including Retail Hardlines and Apparel Wholesale. He now
PayPal's New CEO and Boating M&A – The Special Situations Report Episode #53
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss cover two key stories, such as a new deal for a boat manufacturer that the two compare and contrast with a potential deal for a boat retailer. Asif and Tamanna then cover the sudden departure of PayPal's CEO, Alex Chriss, and the quick appointment of his sucesssor, who comes over from HP.Check out In
A Deep Dive Into Quantum Computing and the Medtech Space – The Special Situations Report Episode #52
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss cover four key stories including a tender offer for the apparel retailer Land’s End, a deep dive into quantum computing in the context of IonQ acquiring SkyWater in a $1.8 billion deal, a massive buyback by the natural gas company CNX Resources, and an unusual insider purchase by the CEO of Abbott Labora
Insider Purchases at Gamestop and the Nathan's Famous Acquisition – The Special Situations Report Episode #51
Summary:In this special episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss two key stories, including the acquisition of Nathan’s Famous by Smithfield Foods and insider purchases by the CEO and a director of GameStop.Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=pCheck out The Special Situations Report here: https://www.thespecialsituation
Insider Purchase at Micron & Potential Deals at Eli Lilly – The Special Situations Report Episode #50
Summary:In this special episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss cover five key stories including a potential acquisition of oil and gas fracking company Coterra by Devon Energy, two back-to-back acquisitions by Eli Lilly, a $2 billion stock buyback announcement by SaaS company Veeva Systems, a fascinating insider purchase of Micron Technology by the former CE
A Deep Dive Into Warner Bros Discovery With Gary Heffernan - The Special Situations Report Episode #49
Welcome back to the new season of The Special Situations Report! We’re proud to release this week’s special episode, an interview with our wonderful guest, Gary Heffernan. Gary is an individual investor who has a background in investment banking, equity research, and more general finance applications. Gary has incredibly deep knowledge of both the special situations and value investing landscapes.
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
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=pCheck out The Special Situations R
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 b
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 compan
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 Kenned
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 Glo
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 whic
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.
Deja Vu with TaskUs and STAAR Surgical – The Special Situations Report Episode #40
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 multiple investors opposing the acquisition of STAAR Su
The Electronic Arts Deal Comes Through – The Special Situations Report Episode #39
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 five key stories, including the largest leveraged buyout when a consortium of inves
The Largest Insider Purchase Ever – The Special Situations Report Episode #38
Summary:We are continuing with our new format by focusing on four key stories, including a deal between the two largest real estate brokerage companies Anywhere Real Estate and Compass, a combination of stock buybacks and insider buying at the semiconductor company Marvell, the largest insider purchase ever and Elliott’s involvement with enterprise software company Workday. Because we interviewed
Exploiting Investor Biases and A Look at Lyft with Evan Tindell - The Special Situations Report Episode 37
We’re proud to release this week’s special episode, an interview with our wonderful guest, Evan Tindell. Evan is the Co-Founder and Chief Investment Officer of Bireme Capital, where he develops firm-wide investment strategy and performs both bottom-up research and portfolio management for the flagship Fundamental Value strategy. Evan was formerly a professional poker player, where his successes in
Multi-Activist Involvement and Shareholder Opposition – The Special Situations Report Episode #36
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 style for today’s podcast – where they discuss four key stories, including a deal between the satellite c
Breakups Across the Major Food Conglomerates – The Special Situations Report Episode #35
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 try continue with the new style for today’s podcast – where they discuss five key stories, including the second largest acquisi
A Flip Flopper Insider at OrthoPediatrics – The Special Situations Report Episode #34
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 try out a bit of a different style for today’s podcast – where they discuss four key stories, including a potential bidding war
M&A Rumors Turn Into Reality – The Special Situations Report Episode #33
Summary:On today’s podcast we will discuss an even higher bid for Dallas News, multiple rumored deals that came to fruition including the acquisitions of Tegna, Soho House, Guess and DayForce. Things heated up in the stock buybacks area as well with large buybacks announced by Pediatrix Medical Group, insurance company Old Republic, Sprouts Farmers Market and the dialysis services company DaVita.
John Paulson’s Purchase of Bausch Health From Carl Icahn – The Special Situations Report Episode #32
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 try out a bit of a different style for today’s podcast – where they discuss five key stories, including the bidding war for Dal
Crypto Treasury Companies and Relative Value Arbitrage with Andrew Walker - The Special Situations Report Episode #31
We’re proud to release this week’s special episode, an interview with our wonderful guest, Andrew Walker. Andrew is a portfolio manager at Rangeley Capital and the host of Yet Another Value Podcast. He also runs an investment newsletter service, Yet Another Value Blog, where he delivers value investing insights and perspectives applied to special situations investing. Our conversation with Andrew
The SPAC Resurgence with Julian Klymochko - The Special Situations Report Episode #30
We’re proud to release this week’s special episode, an interview with our wonderful guest, Julian Klymochko. Julian is the Founder and CEO of Accelerate, a leading provider of alternative investment solutions. Julian is recognized as one of Canada’s leading experts in alternative investments and frequently speaks at industry events. He has been featured in some of the world’s top financial and bus
Norfolk Southern and Union Pacific in Merger Discussions – The Special Situations Report Episode #29
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 discuss a potential large acquisition of the railroad Norfolk Southern by Union Pacific, a potential bidding war for the Dallas
Chevron Finally Completes The Hess Acquisition – The Special Situations Report Episode #28
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 discuss he completion of two large M&A transactions that had more twists and turns than a Christopher Nolan movie, the acqu
CoreWeave Set To Acquire Core Scientific For $9 Billion – The Special Situations Report Episode #27
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 discuss Concentra Biosciences swooping in again to buy a yet another cash rich zombie biotech company, the Italian chocolate ma
JP Morgan, Morgan Stanley, UBS & More Announce Massive Buybacks – The Special Situations Report Episode #26
This week we discuss:Home Depot (HD) outbidding Brad Jacobs’ QXO (QXO) to acquire GMS (GMS)Concentra Biosciences acquiring yet another cash rich microcap biotech companyA potential deal for Verint Systems (VRNT) by Thoma BravoThe Sears spinoff Lands' End (LE) receiving competing bids from rival apparel companiesThe spinoff of Ralliant (RAL) from Fortive (FTV)A large number of buyback announcem
A Potential Bidding War for GMS and Torrid’s Stock Price Crashes – The Special Situations Report Episode #25
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 episode begins with a discussion of multiple deals in the works – including Brad Jacob’s newest bid for the construction products c
Netflix's Competitive Moat and AI in CROs with Luis Sanchez – The Special Situations Report Episode #24
We’re proud to release this week’s special episode, our third-ever interview with our wonderful guest, Luis Sanchez. Luis Sanchez is the Founder and Managing Partner of LVS Advisory, a boutique investment advisory firm. His professional experience spans investment banking, consulting, and investment management. His investment insights have been featured in media outlets including CNBC, Yahoo Finan
The Breakup of Warner Bros Discovery – The Special Situations Report Episode #23
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 episode begins with a discussion of numerous deals in the works at companies such as Foward Air, Calavo Growers, Papa John’s, and T
A Biotech Boom: Rumored Deals, Bidding Wars, CVRs, Insider Transactions, and More! – The Special Situations Report Episode #22
A minor correction at 17:50 – meant to be 15% of all shares outstanding, not 5%.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. They flip the script by beginning with a number of nota
A Rogue Elliott Director and Instacart Loses Its CEO to OpenAI – The Special Situations Report Episode #21
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. They begin with a discussion of the terminated SPAR Group and Highwire Capital deal and new and rumored deals like the acquisition of I
The United States Steel and Nippon Steel Saga Continues - The Special Situations Report Episode #20
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. They begin with yet another update to the US Steel and Nippon Steel deal, as well as a rare bump-up in deal price connected to the acqu
Differentiating Toxic Waste and Spinoff Deep Dives with Rich Howe – The Special Situations Report Episode #19
We’re proud to release this week’s special episode, our second-ever interview with our wonderful guest, Rich Howe. Rich is best known for his extensive research on special situations, with a focus on spinoffs. Viewers may recognize Rich from his newsletters and detailed write-ups on various special situations he publishes via his site, Stock Spinoff Investing. Rich also has an excellent podcast of
Warren Buffet and the Future of Berkshire – The Special Situations Report Episode #18
This week we discuss:A big spike in M&A activity last week with six new deals announced including the acquisition of Sketchers (SKX) by the Brazilian PE firm 3G CapitalThe Beacon Roofing Supply - QXO (QXO) deal reaching the finish lineA downward revision in the amount of consideration Akoya Biosciences (AKYA) investors will receive when Quanterix (QTRX) acquires themThe confirmation of a rumor
Busted Biotechs and Pricing Risk with Chris DeMuth Jr. – The Special Situations Report Episode #17
This week’s special episode is our long-awaited first interview, with our wonderful guest, Chris DeMuth Jr. Chris DeMuth Jr founded Rangeley Capital in 2007 in order to exploit the seams between other hedge funds’ mandates. He also runs the investing group Sifting the World, in which he shares his best ideas, deep research, extensive resources and real time updates as investments play out. You may
A Potential Bidding War for Guess - The Special Situations Report Episode #16
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. They begin with a potential rival offer by Authentic Brands to acquire Guess instead of WHP Global and cover an announcement from Alumi
Bill Ackman Builds a Stake in Hertz - The Special Situations Report Episode #15
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. They begin with a discussion of a rumored deal between Theratechnologies and Future Pak and also provide an update on the Acelryin and
Gamestop CEO Buys Shares And Continued Market Turmoil - The Special Situations Report Episode #14
There were two mistakes made during the recording of this podcast and our corrections are as follows:At 10:41, we mistakenly say Gen Digital’s stock price closed at $84.41. However, we instead meant to say that MoneyLion’s stock price closed at $85.41. At 16:12, we mistakenly note that Broadcom’s stock price is up 117% in the last five years when in reality it is up by roughly 580%.Summary:In this
Tariffs and Their Impact on The Special Situations Space - The Special Situations Report Episode 13
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 episode begins with a discussion of arguably the most important piece of financial news this week - the Trump tariffs. Asif and Tam
Dun & Bradstreet Acquistion Breathes New Life Into Cannae - The Special Situations Report Episode #12
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 episode begins with an examination of recent significant M&A, including the acquisition of Dun & Bradstreet by Clear Lake C
The QXO and Beacon Roofing Supply Deal Comes Through - The Special Situations Report Episode #11
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. In this M&A and buyback heavy week, they dive into some of the week's top mergers and acquisition news – most notably, the conc
A Surge in Special Situations Activity - The Special Situations Report Episode #10
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. In this particularly event-driven heavy week, they dive into some of the week's top mergers and acquisitions - including updates regard
Breaking Down The Walgreens Boots Alliance Acquisition - The Special Situations Report Episode #9
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. They explore the ongoing saga between Lifeway Foods and Danone and the announced acquisition of Chimerix by Jazz Pharmaceuticals. They
The Egg Prices Crisis and Apollo's Real Estate Play - The Special Situations Report Episode #8
Summary:In this eighth episode of the Special Situations Report, hosts Tamanna Suria and Asif 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. They revisit a few top stories - including QXO's hostile bid for Beacon Roofing Supply and insider purchases at the biotec
Massive Insider Sales at JPMorgan and Numerous Competing M&A Bids - The Special Situations Report Episode #7
Summary:In this seventh episode of the Special Situations Report, hosts Tamanna Suria and Asif 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. They deep dive into Bill Ackman's updated offer and touch upon multiple competing bids/superior proposals in the M&A
Avis Budget Group Loses Its Turnaround CEO - The Special Situations Report Episode #6
Summary:In the sixth episode of the Special Situations Report, hosts Tamanna Suria and Asif 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 episode begins with updates on a few newly announced M&A deals, including the acquisition of Playa Hotels and Resort
Elliott Management's Activist Campaigns - The Special Situations Report Episode #5
SummaryIn the fifth episode of the Special Situations Report, hosts Tamanna Suria and Asif Suria discuss the latest developments in the merger arbitrage world, significant insider buying from both Directors and 10% owners, and significant corporate buybacks. They delve into Elliott Management's influence on Honeywell and its proposed spinoffs, the acquisition of SolarWinds, and the ongoing neg
Poison Pills in Hostile Acquisitions - The Special Situations Report Episode #4
Summary
In the fourth episode of the Special Situations Report podcast, hosts Asif and Tamanna Suria discuss the latest event-driven activities, focusing on M&A activity, hostile takeovers, poison pill plans, spinoffs, buybacks, insider buying, and more. They analyze specific cases such as the US Steel and Nippon Steel deal, the Juniper Networks acquisition by HPE, and a number of poison pill
A Buyback Bonanza - The Special Situations Report Episode #3
Summary:
In the third episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest event-driven activities, including numerous massive buybacks/share repurchases at companies such as Netflix and GE, rumored M&A deals, notable insider purchases and sales, and interesting C-suite transitions. They analyze TripAdvisor's recent proposal, NB Bancorp's thrift conversion
Bill Ackman's Proposal to Howard Hughes - The Special Situations Report Episode #2
Editor’s Notes:
Asif mistakenly mentioned that Citigroup’s stock has almost doubled over the last year. It is “only” up more than 50% over the last year.
Tamanna mentioned that the H&E Equipment Services deal is expected to close by January 28, 2025. The tender offer is expected to commence on January 28, 2025 and the deal is expected to close by the end of Q1 2025.
Summary:
In the second epi
The Battle for Lifeway Foods and U.S. Steel - The Special Situations Report Episode #1
Summary
In the inaugural episode of the Special Situations Report podcast, hosts Asif and Tamanna Suria introduce the podcast's focus on event-driven investing, covering recent mergers and acquisitions, insider buying, and management transitions. They discuss significant deals such as the acquisition of Inari Medical by Stryker, the merger between Getty Images and Shutterstock, and the ongoing bid
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McKinsey on Consumer and Retail
megahired.com
Hard Knocks Podcast
