According To Sources
According To Sources
Michael Samuels
Michael Samuels, Founder and Portfolio Manager of Broome Street Capital, talks M&A, activism and event-driven investing, all with a focus on the news-sources that cover them. @accordtosources
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 and try to examine what made this year quite so difficult.
Nov 6, 2019
31 min
Investing in Cannabis: One-Year Later
September 19, 2018: Shares of TLRY hit $300, marking a top for the entire sector. Where are we one-year later? I'm joined by Sean Stiefel of Navy Capital to discuss the macro-environment, the stocks to own and avoid, and the catalysts upcoming for cannabis.
Sep 23, 2019
35 min
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/uniform giant Aramark. I'm joined by Nomura analyst Dan Dolev to discuss the possible outcomes. Later I interview Cowen's John Kernan regarding the Jana stake in ELY. Other companies mentioned include RRGB, QURE, CIR and BKS
Jun 16, 2019
1 hr 10 min
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 potential for HUM to disrupt the CNC/WCG deal is more smoke then fire, and lastly speculate on HOME, AVYA and MGLN
May 20, 2019
46 min
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 Anadarko Petroleum. Does Chevron need to match the OXY bid to win the deal? How much room to bump does OXY have? Why haven't we heard public discontent among OXY holders?
Apr 28, 2019
39 min
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 before it was press released. So what's changed in the world of m&a journalism in the last few years? Greg Roumeliotis reflects on a 13+ year career with Reuters news covering deals and deal speculation. We discuss "bad" journalism, competition among peers and dig into why media intervention can often disrupt the entire deal process.
Apr 15, 2019
53 min
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 coping with the current drought of deals, and later analyze AABA, COTY, and DELL
Apr 8, 2019
44 min
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 ZAYO, WBC, RCII and why I've initiated a small position in SFLY
Mar 10, 2019
16 min
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? Henrietta Treyz of Veda Partners joins me to discuss the details around enforcement and how funds seem to be positioned. In addition I'll give some thoughts on BMY/CELG
Feb 27, 2019
30 min
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 risk, and the role that both ego and fear play in the minds of fund managers. In addition I begin the podcast by weighing in on BMY, ZAYO, NLSN and BKS.
Feb 10, 2019
43 min
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