Podcast
According To Sources
Hosted by Michael Samuels · EN
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
10episodes
Episodes
Newest firstAll episodes
Tiffany / LVMH Xerox/HP
Nov 7, 201900:31:25Tap to summarizeI'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 examine what made this year quite so difficult.
Transcribe →Investing in Cannabis: One-Year Later
Sep 23, 201900:35:43Tap to summarize.
Transcribe →The Aramark Episode
Jun 17, 201901:10:00Tap to summarizeFollowing 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 Aramark. I'm joined by Nomura analyst Dan Dolev to discuss the possible outcomes. Later I interview Cowen's John Kernan regarding the Jana stake in ELY. Other companies mentioned include RRGB, QURE, CIR and BKS
Transcribe →Cowen & Co. Merger/Event Strategist Aaron Glick
May 21, 201900:46:30Tap to summarizeAaron 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 HUM to disrupt the CNC/WCG deal is more smoke then fire, and lastly speculate on HOME, AVYA and MGLN
Transcribe →The Anadarko Episode
Apr 28, 201900:39:16Tap to summarizeI'm joined by merger-arb and event trader Joshua Goldberg to discuss the various scenarios and possible outcomes in the current battle for Anadarko Petroleum. Does Chevron need to match the OXY bid to win the deal? How much room to bump does OXY have? Why haven't we heard public discontent among OXY holders?
Transcribe →M&A Journalism in 2019: Greg Roumeliotis of Reuters News
Apr 15, 201900:53:53Tap to summarizeAPC/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 was press released. So what's changed in the world of m&a journalism in the last few years? Greg Roumeliotis reflects on a 13+ year career with Reuters news covering deals and deal speculation. We discuss "bad" journalism, competition among peers and dig into why media intervention can often disrupt the entire deal process.
Transcribe →Wallachbeth Capital's Event Strategist Team: Brett Buckley & James Dileva
Apr 9, 201900:44:47Tap to summarizeOn 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 the current drought of deals, and later analyze AABA, COTY, and DELL
Transcribe →BMY/CELG, ZAYO, BKS, WBC, RCII , SFLY
Mar 11, 201900:16:00Tap to summarizeAfter 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, RCII and why I've initiated a small position in SFLY
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Veda Partners Talks The China Deal + BMY/CELG
Feb 27, 201900:30:00Tap to summarizeThe 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 Treyz of Veda Partners joins me to discuss the details around enforcement and how funds seem to be positioned. In addition I'll give some thoughts on BMY/CELG
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Merger Masters Series: Drew Figdor of TIG Advisors
Feb 10, 201900:43:08Tap to summarizeThe Merger Masters Podcast series continues with Drew Figdor of TIG Advisors. We discuss his views on activism, his methods for assessing risk, and the role that both ego and fear play in the minds of fund managers. In addition I begin the podcast by weighing in on BMY, ZAYO, NLSN and BKS.
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