The Special Situations Report

• 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 Surgical by Alcon, the acquisition of Akero Therapeutics by Novo Nordisk in a $4.7 billion deal, an intriguing insider purchase at Scholar Rock Holdings, and the appointment of a new CFO at Pepsi following activist involvement by Elliott Management. 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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• 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 investors decided to buy videogame publisher Electronic Arts, the spinoff of Alphabet’s lifesciences division, a large stock buyback announcement at rare diseases focused biotech Catalyst Pharmaceuticals, an intriguing insider purchase at Miami International Holdings and activist involvement in mental health company Acadia Healthcare.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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• 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 Evan Tindell for our podcast last week, we also have several updates related to special situations that have occurred over the last two weeks.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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• 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 included a 10th-place finish at a European Poker Tour event. Our conversation with Evan covered multiple fascinating topics – ranging from investment background, idea generation, parallels between poker and investing, exploiting various investor biases, and so much more. We dived deep into specific companies such as Lyft, with a specific focus on the competitive landscape with the rise of robotaxis like Waymo and the partnership with Baidu. We also discussed the differences between investing in international markets as opposed to the U.S., noting that access to information has improved greatly with the help of AI. We learned so much from this discussion, and we hope our listeners will too. Check out InsideArbitrage here: https://www.insidearbitrage.com/ Check out Evan Tindell here: https://www.biremecapital.com/ and https://x.com/evantindell

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• 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 company Echostar and SpaceX, shareholder opposition to Blackstone’s take-private of TaskUs, two different activists getting involved with the accounting and payments software company Bill.com, and the largest corporate pay package in history. Before we begin, we want to state that nothing on this podcast is meant as investment advice. Please refer to our disclaimer at the end for more details.Keywords:M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, failed mergers, management transitions, special situations, event-driven investing, markets, stocks

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