Asif Suria is an entrepreneur and investor in the US who focuses on a specific investing strategy that we haven’t talked about much in the podcast: event-driven investing or special situations. The title for this conversation is Asif’s book The Event-Driven Edge in Investing, in which he explains six different event-driven strategies, such as merger arbitrage and stock buybacks.

For more info about the podcast, go to the episode page and make sure to follow us on X/Twitter. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You’re also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with team

This episode was recorded on November 6, 2024.

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Episode Chapters

(00:00) Introduction by Eddie & Niklas

(01:26) Welcoming Asif

(02:50) The Event-Driven Edge in Investing

(07:28) How to know when a specific strategy is “in-season”

(08:59) The six event-driven strategies in the book

(09:41) How to interpret insider buying

(16:19) Asif’s work on the weekends

(18:27) General talk about the strategies

(22:04) Coping with the risks

(24:32) Spin-offs

(29:23) Management changes

(33:29) Interesting combinations of events

(34:29) InsideArbitrage.com and Asif’s work

(39:50) Book discussions

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Books Mentioned

The Event-Driven Edge in Investing - Asif Suria
You Can Be a Stock Market Genius - Joel Greenblatt
Special Situations Investing - Brian Stark

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Companies Mentioned

Vertex Pharmaceuticals
Pebblebrook Retail Trust
Silicon Valley Bank
Pfizer/Biohaven
Activision Blizzard
Microsoft
Twitter
Jetblue
Western Digital
Chipotle
Ferrari
Danaher
Nike
GE
Disney

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More on Asif

Twitter/X

InsideArbitrage.com

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About the Podcast

Intro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books

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What is Investing by the Books?

Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.

Visit the website: http://www.investingbythebooks.com/

Follow on Twitter/X: https://twitter.com/Investbythebook

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What is Redeye?

Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality.

Visit the website: https://www.redeye.se/

Follow on Twitter/X: https://twitter.com/Redeye_

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Disclaimer

Notice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se