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The Special Situations Report

Podcast The Special Situations Report
Inside Arbitrage
A weekly roundup of the most significant event-driven and special situations news, with notable guests every month! Brought to you by your hosts Asif Suria and ...

Available Episodes

5 of 5
  • 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 negotiations (and potential deal) between Hyatt and Playa Hotels. Concluding with a discussion of C-suite transitions at companies such as the IAC spinoff Match Group, the episode provides various insights into the current landscape of event-driven investing.KeywordsM&A, merger arbitrage, insider buying, buybacks, C-suite transitions, spinoffs, activists, takeover, Elliott Management, Honeywell, Paypal, Children's Place, Match, IAC, special situations, REITS, event-driven investing
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    35:27
  • 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 or shareholder rights plans adopted in order to stop hostile takeovers. The episode also highlights a select C-suite transition and a few notable insider purchases at Adobe and TKO, providing insights into the current market landscape. Keywords M&A, hostile takeovers, poison pill plans, shareholder rights plans, spinoffs, buybacks, insider buying, corporate strategies, event-driven investing, special situations, markets, stocks
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    28:51
  • 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 and recent stock buyback announcement, and insider purchases across the biotech sector. The episode concludes with insights on spin-offs and C-suite transitions, providing a comprehensive overview of the current landscape in special situations investing. Keywords: M&A, mergers, acquisitions, insider buying, insider sales, special situations, C-suite transitions, buybacks, share repurchases, spinoffs, Netflix, GE
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    22:03
  • 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 episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest event-driven activities, including significant M&A deals, insider buying trends, and notable C-suite transitions. They delve into Bill Ackman's interest in Howard Hughes, the potential acquisition of TikTok, and the impact of special dividends and buybacks on shareholder value. The episode wraps up with insights on IAC's spin-off and leadership changes, providing a comprehensive overview of the current special situations landscape. Keywords: M&A, insider buying, special situations, Bill Ackman, Howard Hughes, TikTok, C-suite transitions, dividends, buybacks, share repurchases, IAC, spinoffs
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    21:33
  • 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 by Danone for Lifeway Foods. The episode also highlights Uber's share buyback strategy and notable management changes in companies like Ulta Beauty and Southwest Airlines, providing insights into the special situations landscape. Keywords special situations, mergers and acquisitions, insider buying, event-driven investing, buybacks, management transitions, financial analysis, investment strategies
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    13:31

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About The Special Situations Report

A weekly roundup of the most significant event-driven and special situations news, with notable guests every month! Brought to you by your hosts Asif Suria and Tamanna Suria, The Special Situations Report is a podcast powered by Inside Arbitrage.
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