The Special Situations Report

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. They begin with yet another update to the US Steel and Nippon Steel deal, as well as a rare bump-up in deal price connected to the acq...

We’re proud to release this week’s special episode, our second-ever interview with our wonderful guest, Rich Howe. Rich is best known for his extensive research on special situations, with a focus on spinoffs. Viewers may recognize Rich from his newsletters and detailed write-ups on various special situations he publishes via his site, Stock Spinoff Investing. Rich also has an excellent podcast of...

This week we discuss: A big spike in M&A activity last week with six new deals announced including the acquisition of Sketchers ( SKX ) by the Brazilian PE firm 3G Capital The Beacon Roofing Supply - QXO ( QXO ) deal reaching the finish line A downward revision in the amount of consideration Akoya Biosciences ( AKYA ) investors will receive when Quanterix ( QTRX ) acquires them The confirmatio...

This week’s special episode is our long-awaited first interview, with our wonderful guest, Chris DeMuth Jr. Chris DeMuth Jr founded Rangeley Capital in 2007 in order to exploit the seams between other hedge funds’ mandates. He also runs the investing group Sifting the World, in which he shares his best ideas, deep research, extensive resources and real time updates as investments play out. You may...

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. They begin with a potential rival offer by Authentic Brands to acquire Guess instead of WHP Global and cover an announcement from Alum...

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. They begin with a discussion of a rumored deal between Theratechnologies and Future Pak and also provide an update on the Acelryin and...

There were two mistakes made during the recording of this podcast and our corrections are as follows: At 10:41, we mistakenly say Gen Digital’s stock price closed at $84.41. However, we instead meant to say that MoneyLion’s stock price closed at $85.41. At 16:12, we mistakenly note that Broadcom’s stock price is up 117% in the last five years when in reality it is up by roughly 580%. Summary: In t...

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 episode begins with a discussion of arguably the most important piece of financial news this week - the Trump tariffs. Asif and Ta...

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 episode begins with an examination of recent significant M&A, including the acquisition of Dun & Bradstreet by Clear Lake...

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. In this M&A and buyback heavy week, they dive into some of the week's top mergers and acquisition news – most notably, the con...

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. In this particularly event-driven heavy week, they dive into some of the week's top mergers and acquisitions - including updates regar...

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. They explore the ongoing saga between Lifeway Foods and Danone and the announced acquisition of Chimerix by Jazz Pharmaceuticals. They...

Summary: In this eighth episode of the Special Situations Report, hosts Tamanna Suria and Asif 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. They revisit a few top stories - including QXO's hostile bid for Beacon Roofing Supply and insider purchases at the biote...

Summary: In this seventh episode of the Special Situations Report, hosts Tamanna Suria and Asif 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. They deep dive into Bill Ackman's updated offer and touch upon multiple competing bids/superior proposals in the M&A...

Summary: In the sixth episode of the Special Situations Report, hosts Tamanna Suria and Asif 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 episode begins with updates on a few newly announced M&A deals, including the acquisition of Playa Hotels and Resor...

Summary In the fifth episode of the Special Situations Report, hosts Tamanna Suria and Asif Suria discuss the latest developments in the merger arbitrage world, significant insider buying from both Directors and 10% owners, and significant corporate buybacks. They delve into Elliott Management's influence on Honeywell and its proposed spinoffs, the acquisition of SolarWinds, and the ongoing ne...

Summary In the fourth episode of the Special Situations Report podcast, hosts Asif and Tamanna Suria discuss the latest event-driven activities, focusing on M&A activity, hostile takeovers, poison pill plans, spinoffs, buybacks, insider buying, and more. They analyze specific cases such as the US Steel and Nippon Steel deal, the Juniper Networks acquisition by HPE, and a number of poison pill...

Summary: In the third episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest event-driven activities, including numerous massive buybacks/share repurchases at companies such as Netflix and GE, rumored M&A deals, notable insider purchases and sales, and interesting C-suite transitions. They analyze TripAdvisor's recent proposal, NB Bancorp's thrift conversion...

Editor’s Notes: Asif mistakenly mentioned that Citigroup’s stock has almost doubled over the last year. It is “only” up more than 50% over the last year. Tamanna mentioned that the H&E Equipment Services deal is expected to close by January 28, 2025. The tender offer is expected to commence on January 28, 2025 and the deal is expected to close by the end of Q1 2025. Summary: In the second epis...

Summary In the inaugural episode of the Special Situations Report podcast, hosts Asif and Tamanna Suria introduce the podcast's focus on event-driven investing, covering recent mergers and acquisitions, insider buying, and management transitions. They discuss significant deals such as the acquisition of Inari Medical by Stryker, the merger between Getty Images and Shutterstock, and the ongoing bid...