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 ...
According To Sources
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About
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
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 ...
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...
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 Pe...
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 w...
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...
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 ZAYO, WBC, RC...
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 Trey...
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 th...