The Special Situations Report

• 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 Report here: https://www.thespecialsituationreport.com/Keywords:M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks

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• 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 by Abbott Laboratories, the spinoff of Topgolf from Topgolf Callaway being converted into an asset sale to a PE firm, a buyback at a clinical-stage biotech that is pivoting to a royalty-based business model, and a large secondary offering and insider purchases at Biohaven. Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=pCheck out The Special Situations Report here: https://www.thespecialsituationreport.com/Keywords:M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks

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• 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 company Avadel, a large $1.5 billion stock buyback announcement by grocery delivery company Instacart, several interesting insider purchases now that company executives are outside their earnings related quiet periods, and an activist who is trying to convince a pain management company Pacira BioSciences to put itself up for sale.Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=pCheck out The Special Situations Report here: https://www.thespecialsituationreport.com/Keywords:M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks

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• 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 Kennedy-Wilson by its CEO and Fairfax Financial, a potential deal for the insurance and annuities provider company Brighthouse Financial coming to fruition, an insider purchase at the data center company Core Scientific, and a large $1 billion buyback at affordable luxury products company Capri representing 40% of its market cap at announcement.Keywords:M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocksCheck out InsideArbitrage ⁠here⁠ and check out The Special Situations Report ⁠here.

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• 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 Globalstar, the battle between Pfizer and Novo Nordisk for the obesity drug company Metsera, an M&A deal with an embedded spinoff that reminds us a lot of Pfizer’s acquisition of Biohaven, and a large buyback at gas station operator Murphy USAKeywords:M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks

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