The Special Situations Report

Summary:In this shortened episode of the Special Situations Report, hosts Asif and Tamanna Suria cover two key stories, including Wendy’s decision to adopt a poison pill in response to the offer from Nelson Peltz's Trian Fund Management and two insider purchases by the biotech-focused investment firm Baker Bros.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

Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover four key stories, including two potential deals (for Dine Brands and Lumentum Holdings), DoorDash’s acquisition of Maplebear (Instacart), and S&P Global’s rumored spinoff of the CapIQ business following the completion of the Mobility segment separation. Chapters:0:00 Introduction0:52 The Bid for Dine Brands8:46 Marvell Technology’s Potential Acquisition of Lumentum Holdings13:25 DoorDash’s $17 Billion Acquisition of Instacart21:07 S&P Global’s CapIQ Possible Separation29:07 OutroCheck 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

We’re proud to release this week’s special episode, an interview with our wonderful guest, Jesse Felder. Jesse Felder is an accomplished American investment manager, market analyst, and financial publisher with a distinguished career in finance. He is known for his contrarian leanings and skepticism of popular investment trends.Jesse began his professional journey at Bear, Stearns & Co. in 1997 and later co-founded a multi-billion-dollar hedge fund firm. In 2005, Felder launched a blog that would later become The Felder Report, a publication featuring his contrarian thoughts and opinions on capital markets. Since June 2017, Felder has been producing and hosting the “Superinvestors and the Art of Worldly Wisdom” podcast, which explores the work and life lessons of some of the financial industry’s most insightful minds.Our conversation with Jesse centered around a number of fascinating topics, including being a contrarian investor across market cycles and bubbles, the opportunity cost of being bullish and bearish, and the differences in insider activity over the years. We spent quite some time discussing the more recent AI-related bubble, focusing on how the associated technology buildout compares to significant economic buildouts of the past. We also spoke about treasury yields, the bond market, as well as segments of the market that stand out despite the AI craze, such as energy and apparel. We learned so much from this discussion, and we hope our listeners will too.Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=pYou can find Jesse here: https://thefelderreport.com/

Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover four key stories, including the acquisition of the dating app Bumble after a complex debt financing agreement, continued private equity interest in software companies like CCC and Varonis, a sudden C-Suite departure at Supermicro, and an insider transaction at Pepsi that turned out to be the opposite of what we expected. Chapters:0:00 Introduction0:56 The Bumble Acquisition9:03 The End of the SaaSpocalypse?15:11 Supermicro CFO Suddenly Leaves18:00 A Longtime Director of Pepsi Purchases Shares23:14 OutroCheck 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

Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover three key stories, including the potential acquisition of the toy company Mattel by two possible bidders, an unusual combination of Chipotle and Starbucks, and the generic drugs company Viatris buying the pain-medication-focused company Pacira BioSciences. Chapters:0:00 Introduction1:12 A Potential Bidding War at Mattel10:05 The Proposed Deal for Chipotle by Starbucks15:22 Viatris to Acquire Pacira Biosciences20:18 OutroCheck 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

Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover four key stories, including a potential deal for the healthcare technology company Waystar, a sudden CEO departure at the database company MongoDB, a legal special situation with the biopharma company Liquidia, and the largest stock buyback ever. Chapters:0:00 Introduction1:17 A Special Situations Bonanza at Waystar9:51 NVIDIA’s Massive Buyback16:17 An Update on Liquidia22:46 The MongoDB Sudden C-Suite Departure27:36 OutroCheck 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

We’re proud to release this week’s special episode, an interview with our wonderful guest, Matthew Peterson. Matthew Peterson is the Managing Partner of Peterson Capital Management, first established in 2011. Matt has been working as a financial professional for two decades. His experience includes working with global financial services firms Goldman Sachs, Morgan Stanley, Merrill Lynch, American Express, and Ameriprise Financial. Prior to forming Peterson Capital Management, LLC and launching Peterson Investment Fund I, LP, Matt split time between Wall Street and London as Capital Markets Manager at Diamond Management and Technology Consultants.Our conversation with Matt centered around a number of fascinating topics, including options-related strategies, portfolio sizing, and the benefits of running extremely concentrated. We also dived into what makes a value investor, and the struggle between the ideal holding period of “forever” and determining when to sell. We also spoke extensively about international markets such as China and Turkey, and how these markets enable investing in businesses and strategies not typically available to investors in the U.S. We learned so much from this discussion, and we hope our listeners will too.Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=pYou can find Matt at the following locations:LinkedIn: https://www.linkedin.com/in/matthew-peterson-cfa-100/ Website: https://www.petersonfunds.com/

Summary:In this shortened episode of the Special Situations Report, hosts Asif and Tamanna Suria cover two key stories, including a rumored deal that came to fruition (the acquisition of Caesars Entertainment) and the activist firm JANA Partners doubling down on their stake in Alkami Technology.Chapters:0:00 Introduction1:09 An Overview of the Acquisition of Caesars Entertainment9:17 JANA Partners' Involvement In Alkami17:22 OutroCheck 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

Summary:In this shortened episode of the Special Situations Report, hosts Asif and Tamanna Suria cover two key stories, including the largest deal announced this year related to two electric utilities that supply power to data centers and a large insider purchase at genetic testing company GeneDx.Chapters:0:00 Introduction1:08 NextEra's Acquisition of Dominion Energy8:43 Eli Casdin and Keith Meister Both Get Involved With GeneDx19:25 OutroCheck 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

Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover four key stories, including a potential deal for Starz Entertainment, an insider purchase by the Co-Founder and CTO of Hubspot, the activist firm Irenic Capital’s involvement in Hewlett Packard Enterprise, and Thrive Capital’s $100 million investment in Shopify.Chapters:0:00 Introduction1:11 Byron Allen's Interest in STRZ9:16 Activist Irenic Capital Gets Involved With HPE14:54 Thrive Capital's Strategic Investment in SHOP19:03 HubSpot and the Saaspocalypse24:34 OutroCheck 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