The Special Situations Report

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...

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 Introduction 1:09 An Overview of the Acquisition of Caesars Entertainment 9:17 JANA Par...

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 Introduction 1:08 NextEra's Acquisition of Dominion Energy 8:43 Eli Casdin and Ke...

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 Introduction 1:11 Byron Alle...

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover four key stories, including a surprising bid by the meme stock favorite Gamestop, a deal for Catalyst Pharmaceuticals by an Italian conglomerate, a large buyback at Kontoor Brands, and the contract electronics manufacturer FLEX spinning off its power and cloud portfolio. Chapters: 0:00 Introduction 1:02 G...

Summary: In this special Berkshire edition episode of the Special Situations Report, hosts Asif and Tamanna Suria cover two key stories, including a bidding war for the mortgage REIT Two Harbors and an accelerated stock buyback announcement by Five9 that represented 15% of the company’s market cap at announcement. Chapters: 0:00 Introduction 2:32 The Bidding War for Two Harbours 9:39 Insider Purch...

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover four key stories, including an acquisition of a healthcare REIT by Blue Owl Capital, an insider purchase by the CEO of SuRo Capital, massive $25 billion buybacks at Netflix and Adobe, and a landmark C-Suite transition at Apple. Chapters: 0:00 Introduction 1:00 Blue Owl to Acquire Sila Realty Trust 8:44 In...

Summary: We’re proud to release this week’s special episode, an interview with our wonderful guest, Paul Nary. Paul Nary is an Assistant Professor of Management at the Wharton School, University of Pennsylvania. Dr. Nary’s expertise is in corporate strategy, especially large M&A transactions, as well as private equity, shareholder activism, and many types of external transaction strategies and...

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover four key stories, including a potential deal for the data protection software company Commvault Systems by Thoma Bravo, a stock buyback announcement by the apparel retailer Lands’ End, a unique insider purchase by the CEO of the health insurance company Oscar Health, and activist involvement in potato pro...

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover four key stories, including a potential deal by Amazon for a satellite business partially owned by Apple, Eli Lilly’s acquisition of a biotech with a sizeable CVR attached, the planned Reverse Morris Trust transaction at Unilever, and activist involvement at the social media company Snap. Chapters: 0:00 I...

We’re proud to release this week’s special episode, an interview with not one, but two wonderful guests: Steven Kiel and Viral Kothari. Steven Kiel is the President and Chief Investment Officer for Arquitos Capital Management, a firm he founded in 2009. He also serves on the board of directors of ENDI Corp, a holding company primarily focused on asset management. Prior to these roles, Steven serve...

Summary: We’re proud to release this week’s special episode, an interview with our wonderful guest, Kris Kania. Kris Kania is the Founder & Portfolio Manager of KSK Capital and a Visiting Assistant Professor of Tax Law at NYU School of Law. He previously practiced tax law at Sullivan & Cromwell LLP and Kirkland & Ellis LLP and earlier worked as a technology investor at Susquehanna Grow...

Summary: In this shortened episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss two key stories, including a new deal for a company that provides uniforms to corporations that is trading a double-digit spread and a massive insider purchase by a VC firm related to one of their portfolio companies. Chapters: 0:00 Introduction 1:18 Cintas Finally Wins The War For UniFirst 6:...

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss cover four key stories, including a bidding war for an independent music company, a massive stock buyback announcement by Salesforce, a cluster of insider sales at Warner Bros. Discovery, and activist involvement in Pinterest. Chapters: 0:00 Introduction 1:13 A Potential Bidding War for Reservoir Media...

We’re proud to release this week’s special episode, an interview with our wonderful guest, Ehsan Ehsani. Ehsan Ehsani is an executive director at Crescendo Partners, an adjunct assistant professor at Columbia Business School, and the author of “Finding Value in Numbers: The Essential Investing Toolkit to Win on Wall Street.” Our conversation with Ehsan centered around his recently released book, “...

We’re proud to release this week’s special episode, an interview with our wonderful guest, Chris Waller. Chris is the Founder and Portfolio Manager of Plural Investing. Before founding Plural, Chris worked in London at Goldman Sachs Asset Management, working as a member of the investment team for the Global and International Small Cap equity funds. He has an MBA from the Value Investing program at...

We’re proud to release this week’s special episode, an interview with our wonderful guest, Matt McClintock. Matt is an expert in the consumer and retail sectors across the Americas. He spent over 15 years in equity research across firms such as Lehman Brothers, Barclays, and Raymond James, covering over 80 different companies and categories, including Retail Hardlines and Apparel Wholesale. He now...

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss cover two key stories, such as a new deal for a boat manufacturer that the two compare and contrast with a potential deal for a boat retailer. Asif and Tamanna then cover the sudden departure of PayPal's CEO, Alex Chriss, and the quick appointment of his sucesssor, who comes over from HP. Check out...

Summary: In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss cover four key stories including a tender offer for the apparel retailer Land’s End, a deep dive into quantum computing in the context of IonQ acquiring SkyWater in a $1.8 billion deal, a massive buyback by the natural gas company CNX Resources, and an unusual insider purchase by the CEO of Abbott Labor...

Summary: In this special episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss two key stories, including the acquisition of Nathan’s Famous by Smithfield Foods and insider purchases by the CEO and a director of GameStop. Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=p Check out The Special Situations Report here: https://www.thespecialsituat...

Summary: In this special episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss cover five key stories including a potential acquisition of oil and gas fracking company Coterra by Devon Energy, two back-to-back acquisitions by Eli Lilly, a $2 billion stock buyback announcement by SaaS company Veeva Systems, a fascinating insider purchase of Micron Technology by the former C...

Welcome back to the new season of The Special Situations Report! We’re proud to release this week’s special episode, an interview with our wonderful guest, Gary Heffernan. Gary is an individual investor who has a background in investment banking, equity research, and more general finance applications. Gary has incredibly deep knowledge of both the special situations and value investing landscapes....

We’re proud to release this week’s special episode, an interview with our wonderful guest, Brett Gardner. Brett is a value investor and analyst at Discerene Group, and the author of the best-seller, Buffett's Early Investments. The book is incredibly insightful deep dive into Warren Buffet's earliest investment theses and original investment approach, with case studies featuring household...

Summary: In this special episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss two key stories, including an interesting insider purchase of DoorDash by Alfred Lin of Sequoia Capital and a breakdown of the various spinoffs at the industrial conglomerate Honeywell. Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=p Check out The Special Situation...

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 the massive $23 billion acquisition of Exact Sciences...