https://simplecast.com According To Sources 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 2018 Broome Street Capital. All Rights Reserved. en Thu, 7 Nov 2019 02:38:53 +0000 Thu, 7 Nov 2019 02:38:53 +0000 http://accordingtosourcespodcast.com According To Sources https://cdn.simplecast.com/images/fcda16ff-fd2f-4f3e-a73e-0c4fc299d9ba/e1908c13-88fc-4506-bdfc-9fb341236e41/3000x3000/1533175478-artwork.jpg?&aid=rss_feed http://accordingtosourcespodcast.com episodic 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 Michael Samuels no https://feeds.simplecast.com/M8Ay0u1B Podcast, business, stocks, deals, merger, comcast, disney, mergers and acquisitions, stock market, trading finance, at&t Broome Street Capital michael@accordingtosourcespodcast.com 2cc8f255-7f5f-42e1-959c-b6fbe6b36405 Tiffany / LVMH Xerox/HP I'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. Thu, 7 Nov 2019 02:38:53 +0000 michael@accordingtosourcespodcast.com (Broome Street Capital) https://according-to-sources.simplecast.com/episodes/tiffany-co-xerox-hp-NgT0vjYM Tiffany / LVMH Xerox/HP Broome Street Capital 00:31:25 I'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. I'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. no full 41 113a6e14-8764-4433-a46a-1385b54742cf Investing in Cannabis: One-Year Later .

]]> Mon, 23 Sep 2019 17:55:04 +0000 michael@accordingtosourcespodcast.com (Broome Street Capital) https://according-to-sources.simplecast.com/episodes/investing-in-cannabis-one-year-later-NioCtYkP .

]]> Investing in Cannabis: One-Year Later Broome Street Capital 00:35:43 September 19, 2018: Shares of TLRY hit $300, marking a top for the entire sector. Where are we one-year later? I'm joined by Sean Stiefel of Navy Capital to discuss the macro-environment, the stocks to own and avoid, and the catalysts upcoming for cannabis. September 19, 2018: Shares of TLRY hit $300, marking a top for the entire sector. Where are we one-year later? I'm joined by Sean Stiefel of Navy Capital to discuss the macro-environment, the stocks to own and avoid, and the catalysts upcoming for cannabis. yes full 40 5d04b06a-f5ca-494b-9b58-c968e5c3fc1a The Aramark Episode Following 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

]]> Mon, 17 Jun 2019 00:33:38 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/the-aramark-episode-EDJzx595 Following 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

]]> The Aramark Episode Michael Samuels 01:10:00 Following 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 Following 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 yes full 39 c437ae44-c5d6-4216-8085-1a1730a89696 Cowen & Co. Merger/Event Strategist Aaron Glick Aaron 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

]]> Tue, 21 May 2019 03:11:37 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/cowen-co-merger-event-strategist-aaron-KjOtZAqg Aaron 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

]]> Cowen & Co. Merger/Event Strategist Aaron Glick Michael Samuels 00:46:30 Aaron 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 Aaron 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 no full 38 43cdafee-b835-4c08-817e-a7b7c381810c The Anadarko Episode I'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?

]]> Sun, 28 Apr 2019 17:56:18 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/the-anadarko-episode-fr1Qww8u I'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?

]]> The Anadarko Episode Michael Samuels 00:39:16 I'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? I'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? yes full 37 f0008163-8bed-4ff0-997d-1db6d98df817 M&A Journalism in 2019: Greg Roumeliotis of Reuters News APC/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.

]]> Mon, 15 Apr 2019 20:22:24 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/m-a-journalism-in-2019-greg-roumeliotis-fYC6zrY0 APC/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.

]]> M&A Journalism in 2019: Greg Roumeliotis of Reuters News Michael Samuels 00:53:53 APC/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. APC/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. yes full 36 f70ea01a-e14d-4b30-91e8-3bbbd53ba00e Wallachbeth Capital's Event Strategist Team: Brett Buckley & James Dileva On 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

]]> Tue, 9 Apr 2019 02:24:39 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/wallachbeth-capital-s-event-strategist-0x0CbmWC On 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

]]> Wallachbeth Capital's Event Strategist Team: Brett Buckley & James Dileva Michael Samuels 00:44:47 On 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 On 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 yes full 35 17b08a5a-cad9-469c-b8cb-6a2308aedca1 BMY/CELG, ZAYO, BKS, WBC, RCII , SFLY After 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

]]> Mon, 11 Mar 2019 01:42:58 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/bmy-celg-zayo-bks-wbc-rcii-sfly-7ALom4UF After 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

]]> BMY/CELG, ZAYO, BKS, WBC, RCII , SFLY Michael Samuels 00:16:00 After 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 After 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 no full 34 6c5d892c-fddc-4a27-a4e7-b940c4d8de15 Veda Partners Talks The China Deal + BMY/CELG The 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

]]> Wed, 27 Feb 2019 22:06:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/veda-partners-talks-the-china-deal-aade5e82 The 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

]]> Veda Partners Talks The China Deal + BMY/CELG Michael Samuels 00:30:00 The 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 The 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 no full 33 9c8fd041-d1a6-4bcb-afb8-a8874d6489c0 Merger Masters Series: Drew Figdor of TIG Advisors The 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.

]]> Sun, 10 Feb 2019 21:55:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/merger-masters-series-drew-figdor-of-tig-f150c172 The 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.

]]> Merger Masters Series: Drew Figdor of TIG Advisors Michael Samuels 00:43:08 The 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. The 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. no full 32 deaf4e37-b411-4626-b7c4-6ec7267a755b Merger Masters Series: John Bader The Merger Masters podcast series continues with John Bader.

Time Stamps:
1:25 Evolving as an investor
7:40 "I'm a seller of most asset classes"
8:50 Blockchain/Cryptos
10:05 Early career
12:40 Lessons learned from Martin Gruss
15:55 Other people's money
17:50 Examining new deals
24:25: ABBV/SHPG
27:35: Avoiding "scary" industires
35:25: Activism
36:15 Five questions for John Bader

]]> Sat, 26 Jan 2019 12:11:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/merger-masters-series-john-bader-685da11e The Merger Masters podcast series continues with John Bader.

Time Stamps:
1:25 Evolving as an investor
7:40 "I'm a seller of most asset classes"
8:50 Blockchain/Cryptos
10:05 Early career
12:40 Lessons learned from Martin Gruss
15:55 Other people's money
17:50 Examining new deals
24:25: ABBV/SHPG
27:35: Avoiding "scary" industires
35:25: Activism
36:15 Five questions for John Bader

]]> Merger Masters Series: John Bader Michael Samuels 00:46:33 The Merger Masters podcast series continues with John Bader. Time Stamps: 1:25 Evolving as an investor 7:40 "I'm a seller of most asset classes" 8:50 Blockchain/Cryptos 10:05 Early career 12:40 Lessons learned from Martin Gruss 15:55 Other people's money 17:50 Examining new deals 24:25: ABBV/SHPG 27:35: Avoiding "scary" industires 35:25: Activism 36:15 Five questions for John Bader The Merger Masters podcast series continues with John Bader. Time Stamps: 1:25 Evolving as an investor 7:40 "I'm a seller of most asset classes" 8:50 Blockchain/Cryptos 10:05 Early career 12:40 Lessons learned from Martin Gruss 15:55 Other people's money 17:50 Examining new deals 24:25: ABBV/SHPG 27:35: Avoiding "scary" industires 35:25: Activism 36:15 Five questions for John Bader no full 31 f5813f7a-ad54-4bb9-8bc0-e22a093d9594 Merger Masters Series: John Paulson INTRO:
2:28 It takes a sixth-sense
4:05 Choosing which deals to participate in
6:30 SKY ltd / Comcast / Disney
7:45: Early career
17:00 Hedge fund vs. family office
18:34 PFE/ AGN
25:17 BMY / CELG
32:08 Detour Gold
40:02 Merger -arbitrage post The Big Short
42:10 Activism
45:30 Puerto Rico
50:09 6 questions for John Paulson
1) President Trump
2) Fannie / Freddie
3) When you seek an opinion that lies outside of Paulson funds, who is your first call?
4) If you could only invest in 1 outside hedge fund, who would it be?
5) Word association: cannabis, bitcoin, Elon Musk, CNBC Television
6) If you'd never become a fund manager, what would you have become?

]]> Mon, 21 Jan 2019 15:21:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/merger-masters-series-john-paulson-bf376a04 INTRO:
2:28 It takes a sixth-sense
4:05 Choosing which deals to participate in
6:30 SKY ltd / Comcast / Disney
7:45: Early career
17:00 Hedge fund vs. family office
18:34 PFE/ AGN
25:17 BMY / CELG
32:08 Detour Gold
40:02 Merger -arbitrage post The Big Short
42:10 Activism
45:30 Puerto Rico
50:09 6 questions for John Paulson
1) President Trump
2) Fannie / Freddie
3) When you seek an opinion that lies outside of Paulson funds, who is your first call?
4) If you could only invest in 1 outside hedge fund, who would it be?
5) Word association: cannabis, bitcoin, Elon Musk, CNBC Television
6) If you'd never become a fund manager, what would you have become?

]]> Merger Masters Series: John Paulson Michael Samuels 01:02:49 INTRO: 2:28 It takes a sixth-sense 4:05 Choosing which deals to participate in 6:30 SKY ltd / Comcast / Disney 7:45: Early career 17:00 Hedge fund vs. family office 18:34 PFE/ AGN 25:17 BMY / CELG 32:08 Detour Gold 40:02 Merger -arbitrage post The Big Short 42:10 Activism 45:30 Puerto Rico 50:09 6 questions for John Paulson 1) President Trump 2) Fannie / Freddie 3) When you seek an opinion that lies outside of Paulson funds, who is your first call? 4) If you could only invest in 1 outside hedge fund, who would it be? 5) Word association: cannabis, bitcoin, Elon Musk, CNBC Television 6) If you'd never become a fund manager, what would you have become? INTRO: 2:28 It takes a sixth-sense 4:05 Choosing which deals to participate in 6:30 SKY ltd / Comcast / Disney 7:45: Early career 17:00 Hedge fund vs. family office 18:34 PFE/ AGN 25:17 BMY / CELG 32:08 Detour Gold 40:02 Merger -arbitrage post The Big Short 42:10 Activism 45:30 Puerto Rico 50:09 6 questions for John Paulson 1) President Trump 2) Fannie / Freddie 3) When you seek an opinion that lies outside of Paulson funds, who is your first call? 4) If you could only invest in 1 outside hedge fund, who would it be? 5) Word association: cannabis, bitcoin, Elon Musk, CNBC Television 6) If you'd never become a fund manager, what would you have become? no full 30 28abedad-40af-470d-9955-8fdac41dc419 BMY / CELG : 6 Factors Driving The Deal Spread On this week's episode I revisit Barnes & Noble after mixed holiday sales. I explain how I've adjusted my position in MLNX, quickly touch on QEP & ARNC, and end with the 6 factors driving the spread in BMY/CELG

]]> Sun, 13 Jan 2019 14:39:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/bmy-celg-6-factors-driving-the-deal-27992774 On this week's episode I revisit Barnes & Noble after mixed holiday sales. I explain how I've adjusted my position in MLNX, quickly touch on QEP & ARNC, and end with the 6 factors driving the spread in BMY/CELG

]]> BMY / CELG : 6 Factors Driving The Deal Spread Michael Samuels 00:16:11 On this week's episode I revisit Barnes & Noble after mixed holiday sales. I explain how I've adjusted my position in MLNX, quickly touch on QEP & ARNC, and end with the 6 factors driving the spread in BMY/CELG On this week's episode I revisit Barnes & Noble after mixed holiday sales. I explain how I've adjusted my position in MLNX, quickly touch on QEP & ARNC, and end with the 6 factors driving the spread in BMY/CELG no full 29 b5307fe5-4c4d-4850-ae2f-29a9af44632e Sorting Through The Wreckage: ARNC BKS MLNX MDCA TSRO SHPG IDTI Wall Street just experienced its worst selloff since 2008. In this week's podcast I sort through the wreckage and examine what I believe are the best opportunities in both merger-arbitrage and deal speculation. In addition, I delve into how I'm adjusting my portfolio to market conditions.

Disclaimer: This is not investment advice and should not be treated so. The contents of the podcast are the opinions of Michael Samuels, Broome Street Capital, and According to Sources

]]> Sun, 23 Dec 2018 17:01:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/sorting-through-the-wreckage-arnc-bks-0b90a2b1 Wall Street just experienced its worst selloff since 2008. In this week's podcast I sort through the wreckage and examine what I believe are the best opportunities in both merger-arbitrage and deal speculation. In addition, I delve into how I'm adjusting my portfolio to market conditions.

Disclaimer: This is not investment advice and should not be treated so. The contents of the podcast are the opinions of Michael Samuels, Broome Street Capital, and According to Sources

]]> Sorting Through The Wreckage: ARNC BKS MLNX MDCA TSRO SHPG IDTI Michael Samuels 00:22:32 Wall Street just experienced its worst selloff since 2008. In this week's podcast I sort through the wreckage and examine what I believe are the best opportunities in both merger-arbitrage and deal speculation. In addition, I delve into how I'm adjusting my portfolio to market conditions. Disclaimer: This is not investment advice and should not be treated so. The contents of the podcast are the opinions of Michael Samuels, Broome Street Capital, and According to Sources Wall Street just experienced its worst selloff since 2008. In this week's podcast I sort through the wreckage and examine what I believe are the best opportunities in both merger-arbitrage and deal speculation. In addition, I delve into how I'm adjusting my portfolio to market conditions. Disclaimer: This is not investment advice and should not be treated so. The contents of the podcast are the opinions of Michael Samuels, Broome Street Capital, and According to Sources no full 28 63159b71-0fa4-49b1-9fc0-544004083e7a "Merger Masters" Series: Roy Behren & Michael Shannon of Westchester Capital In conjunction with the release of Kate Welling & Mario Gabelli's book "Merger Masters" According to Sources continues it's interview series this week with Westchester Capital Management. Michael Shannon and Roy Behren have worked in tandem at WCM for over 25 years. We discussed portfolio structure, how they gain an edge over other merger-arb funds, and hit on some current situations including Aspen Insurance (AHL) and the breakup of United Technologies (UTX)
According to Morningstar the WCM Merger Fund is +7.09% YTD as of Nov 30th

]]> Sun, 9 Dec 2018 15:21:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/merger-masters-series-roy-behren-michael-a520ad93 In conjunction with the release of Kate Welling & Mario Gabelli's book "Merger Masters" According to Sources continues it's interview series this week with Westchester Capital Management. Michael Shannon and Roy Behren have worked in tandem at WCM for over 25 years. We discussed portfolio structure, how they gain an edge over other merger-arb funds, and hit on some current situations including Aspen Insurance (AHL) and the breakup of United Technologies (UTX)
According to Morningstar the WCM Merger Fund is +7.09% YTD as of Nov 30th

]]> "Merger Masters" Series: Roy Behren & Michael Shannon of Westchester Capital Michael Samuels 00:41:16 In conjunction with the release of Kate Welling & Mario Gabelli's book "Merger Masters" According to Sources continues it's interview series this week with Westchester Capital Management. Michael Shannon and Roy Behren have worked in tandem at WCM for over 25 years. We discussed portfolio structure, how they gain an edge over other merger-arb funds, and hit on some current situations including Aspen Insurance (AHL) and the breakup of United Technologies (UTX) In conjunction with the release of Kate Welling & Mario Gabelli's book "Merger Masters" According to Sources continues it's interview series this week with Westchester Capital Management. Michael Shannon and Roy Behren have worked in tandem at WCM for over 25 years. We discussed portfolio structure, how they gain an edge over other merger-arb funds, and hit on some current situations including Aspen Insurance (AHL) and the breakup of United Technologies (UTX) no full 27 8688d953-1a12-49ab-8032-f0f18ab46820 CNBC Contributor and Author Ron Insana Steven Tusa of JP Morgan has claimed superstar status for his call to sell General Electric in 2016 when it was $29 a share. At near $7 now, Tusa continues to press GE, saying shares are worth $6. As we've seen with Meredith Whitney and Mary Meeker, Wall St.'s superstar analysts often stay TOO long in their calls, prompting a term Ron calls "Guru Overshoot" We discuss this dynamic, the future for GE, the rise and fall of Eddie Lampert's Sears vision, and make some political predictions for 2020.

]]> Tue, 4 Dec 2018 17:16:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/cnbc-contributor-and-author-ron-insana-d82e176b Steven Tusa of JP Morgan has claimed superstar status for his call to sell General Electric in 2016 when it was $29 a share. At near $7 now, Tusa continues to press GE, saying shares are worth $6. As we've seen with Meredith Whitney and Mary Meeker, Wall St.'s superstar analysts often stay TOO long in their calls, prompting a term Ron calls "Guru Overshoot" We discuss this dynamic, the future for GE, the rise and fall of Eddie Lampert's Sears vision, and make some political predictions for 2020.

]]> CNBC Contributor and Author Ron Insana Michael Samuels 00:31:05 Steven Tusa of JP Morgan has claimed superstar status for his call to sell General Electric in 2016 when it was $29 a share. At near $7 now, Tusa continues to press GE, saying shares are worth $6. As we've seen with Meredith Whitney and Mary Meeker, Wall St.'s superstar analysts often stay TOO long in their calls, prompting a term Ron calls "Guru Overshoot" We discuss this dynamic, the future for GE, the rise and fall of Eddie Lampert's Sears vision, and make some political predictions for 2020. Steven Tusa of JP Morgan has claimed superstar status for his call to sell General Electric in 2016 when it was $29 a share. At near $7 now, Tusa continues to press GE, saying shares are worth $6. As we've seen with Meredith Whitney and Mary Meeker, Wall St.'s superstar analysts often stay TOO long in their calls, prompting a term Ron calls "Guru Overshoot" We discuss this dynamic, the future for GE, the rise and fall of Eddie Lampert's Sears vision, and make some political predictions for 2020. no full 26 6247c23e-f5a3-4710-8d5f-e4bddcb8be03 "Merger Masters" Series: Karen Finerman of Metropolitan Capital Inspired by Kate Welling & Mario Gabelli's new book "Merger Masters," the According to Sources Podcast is interviewing each participant from the book, starting with Karen Finerman of Metropolitan Capital. In this incredibly honest and candid interview, we discuss why Karen has in recent years AVOIDED the merger-arb world, despite beginning her career there. She discusses the future of women in finance, and recounts with vivid detail the painful collapse of the UAL buyout in 1989, and what lessons were learned from it.

]]> Sat, 24 Nov 2018 15:45:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/merger-masters-series-karen-finerman-of-ca4b0757 Inspired by Kate Welling & Mario Gabelli's new book "Merger Masters," the According to Sources Podcast is interviewing each participant from the book, starting with Karen Finerman of Metropolitan Capital. In this incredibly honest and candid interview, we discuss why Karen has in recent years AVOIDED the merger-arb world, despite beginning her career there. She discusses the future of women in finance, and recounts with vivid detail the painful collapse of the UAL buyout in 1989, and what lessons were learned from it.

]]> "Merger Masters" Series: Karen Finerman of Metropolitan Capital Michael Samuels 00:47:49 Inspired by Kate Welling & Mario Gabelli's new book "Merger Masters," the According to Sources Podcast is interviewing each participant from the book, starting with Karen Finerman of Metropolitan Capital. In this incredibly honest and candid interview, we discuss why Karen has in recent years AVOIDED the merger-arb world, despite beginning her career there. She discusses the future of women in finance, and recounts with vivid detail the painful collapse of the UAL buyout in 1989, and what lessons were learned from it. Inspired by Kate Welling & Mario Gabelli's new book "Merger Masters," the According to Sources Podcast is interviewing each participant from the book, starting with Karen Finerman of Metropolitan Capital. In this incredibly honest and candid interview, we discuss why Karen has in recent years AVOIDED the merger-arb world, despite beginning her career there. She discusses the future of women in finance, and recounts with vivid detail the painful collapse of the UAL buyout in 1989, and what lessons were learned from it. no full 25 2beb6209-470e-4e7b-8e2e-a6a47cfc1979 Rocky (Caldera) vs. Apollo and the Battle for the Control of AEL Sujeet Indap, journalist at the FT wrote the following in July, 2018

" Apollo’s life insurance affiliate Athene Holding (ATH) and Caldera are battling each other for control of American Equity Investment Life (AEL), an Iowa retirement annuities specialist that said in May it had put itself up for sale and has attracted a number of bidders. Athene is also a defendant in the suit.
Caldera accused the defendants of “disparaging Caldera in the marketplace, issuing commercial and legal threats to those doing or considering business with Caldera and filing sham litigation in domestic and foreign fora”. Caldera is asking for at least $1.5bn in damages.

Sujeet joined me last week to update and discuss this ongoing dispute in what I regard as one of Wall St. most under-the-radar dramas...

]]> Sun, 18 Nov 2018 11:13:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/rocky-caldera-vs-apollo-and-the-battle-434c7595 Sujeet Indap, journalist at the FT wrote the following in July, 2018

" Apollo’s life insurance affiliate Athene Holding (ATH) and Caldera are battling each other for control of American Equity Investment Life (AEL), an Iowa retirement annuities specialist that said in May it had put itself up for sale and has attracted a number of bidders. Athene is also a defendant in the suit.
Caldera accused the defendants of “disparaging Caldera in the marketplace, issuing commercial and legal threats to those doing or considering business with Caldera and filing sham litigation in domestic and foreign fora”. Caldera is asking for at least $1.5bn in damages.

Sujeet joined me last week to update and discuss this ongoing dispute in what I regard as one of Wall St. most under-the-radar dramas...

]]> Rocky (Caldera) vs. Apollo and the Battle for the Control of AEL Michael Samuels 00:39:39 Sujeet Indap, journalist at the FT wrote the following in July, 2018 " Apollo’s life insurance affiliate Athene Holding (ATH) and Caldera are battling each other for control of American Equity Investment Life, an Iowa retirement annuities specialist that said in May it had put itself up for sale and has attracted a number of bidders. Athene is also a defendant in the suit. Caldera accused the defendants of “disparaging Caldera in the marketplace, issuing commercial and legal threats to those doing or considering business with Caldera and filing sham litigation in domestic and foreign fora”. Caldera is asking for at least $1.5bn in damages. Sujeet joined me last week to update and discuss this ongoing dispute in what I regard of one of Wall St. most under-the-radar dramas... Sujeet Indap, journalist at the FT wrote the following in July, 2018 " Apollo’s life insurance affiliate Athene Holding (ATH) and Caldera are battling each other for control of American Equity Investment Life, an Iowa retirement annuities specialist that said in May it had put itself up for sale and has attracted a number of bidders. Athene is also a defendant in the suit. Caldera accused the defendants of “disparaging Caldera in the marketplace, issuing commercial and legal threats to those doing or considering business with Caldera and filing sham litigation in domestic and foreign fora”. Caldera is asking for at least $1.5bn in damages. Sujeet joined me last week to update and discuss this ongoing dispute in what I regard of one of Wall St. most under-the-radar dramas... no full 24 8c520ef1-01bb-4a11-a7f2-7d3ae2befb29 The Cowen & Co. Merger & Event Team Aaron Glick and Eric Rose from Cowen & Co. join the podcast this week to discuss Shire/Takeda, Aetna/CVS, ESRX/CI and several other large transactions. They describe the methods in which their team gains an edge on the rest of Wall St. in the merger & event space, and later we list what deals perhaps pose the greatest risks / present possible short trades. Companies discussed: COL, FOXA, DVMT, RCII, PACB, ESIO, AET, ESRX

]]> Sun, 11 Nov 2018 23:28:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/the-cowen-co-merger-event-team-f197d38d Aaron Glick and Eric Rose from Cowen & Co. join the podcast this week to discuss Shire/Takeda, Aetna/CVS, ESRX/CI and several other large transactions. They describe the methods in which their team gains an edge on the rest of Wall St. in the merger & event space, and later we list what deals perhaps pose the greatest risks / present possible short trades. Companies discussed: COL, FOXA, DVMT, RCII, PACB, ESIO, AET, ESRX

]]> The Cowen & Co. Merger & Event Team Michael Samuels 00:44:11 Aaron Glick and Eric Rose from Cowen & Co. join the podcast this week to discuss Shire/Takeda, Aetna/CVS, ESRX/CI and several other large transactions. They describe the methods in which their team gains an edge on the rest of Wall St. in the merger & event space, and later we list what deals perhaps pose the greatest risks / present possible short trades. Companies discussed: COL, FOXA, DVMT, RCII, PACB, ESIO, AET, ESRX Aaron Glick and Eric Rose from Cowen & Co. join the podcast this week to discuss Shire/Takeda, Aetna/CVS, ESRX/CI and several other large transactions. They describe the methods in which their team gains an edge on the rest of Wall St. in the merger & event space, and later we list what deals perhaps pose the greatest risks / present possible short trades. Companies discussed: COL, FOXA, DVMT, RCII, PACB, ESIO, AET, ESRX no full 23 031ea5ed-089d-4ee5-b283-ac682b0c4a00 "Merger Masters" By Kate Welling & Mario Gabelli: My interview with the Author Paul Singer, Michael Price and John Paulson are just a few of the great merger-arb investors and corporate titans of industry that are interviewed by Kate Welling in the new book "Merger Masters." With contributions by Mario Gabelli, the book examines the founding fathers of this industry, infamous deals gone both right and wrong, and revisits the effect Ivan Boesky had on the industry.

]]> Sun, 4 Nov 2018 20:34:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/merger-masters-by-kate-welling-mario-24461ee8 Paul Singer, Michael Price and John Paulson are just a few of the great merger-arb investors and corporate titans of industry that are interviewed by Kate Welling in the new book "Merger Masters." With contributions by Mario Gabelli, the book examines the founding fathers of this industry, infamous deals gone both right and wrong, and revisits the effect Ivan Boesky had on the industry.

]]> "Merger Masters" By Kate Welling & Mario Gabelli: My interview with the Author Michael Samuels 00:51:32 Paul Singer, Michael Price and John Paulson are just a few of the great merger-arb investors and corporate titans of industry that are interviewed by Kate Welling in the new book "Merger Masters." With contributions by Mario Gabelli, the book examines the founding fathers of this industry, infamous deals gone both right and wrong, and revisits the effect Ivan Boesky had on the entire industry. Paul Singer, Michael Price and John Paulson are just a few of the great merger-arb investors and corporate titans of industry that are interviewed by Kate Welling in the new book "Merger Masters." With contributions by Mario Gabelli, the book examines the founding fathers of this industry, infamous deals gone both right and wrong, and revisits the effect Ivan Boesky had on the entire industry. no full 22 ef106c1a-99a9-4b4d-b076-048f2c2523f1 ATHENAHEALTH: My Final Thoughts and Why I Believe RBC Has It Wrong A quick summary before the weekend of why I believe ATHN is a long into the weekend, and why RBC and the market is misinterpreting the news.

]]> Fri, 2 Nov 2018 14:00:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/athenahealth-my-final-thoughts-and-why-i-5f011c53 A quick summary before the weekend of why I believe ATHN is a long into the weekend, and why RBC and the market is misinterpreting the news.

]]> ATHENAHEALTH: My Final Thoughts and Why I Believe RBC Has It Wrong Michael Samuels 00:08:18 A quick summary before the weekend of why I believe ATHN is a long into the weekend, and why RBC and the market is misinterpreting the news. A quick summary before the weekend of why I believe ATHN is a long into the weekend, and why RBC and the market is misinterpreting the news. no full 21 a264158f-8d91-4108-b23b-56f83b5e1d81 Jason Varano of the Nomura Securities Event Desk: DVMT, COL, FOXA, CPB, ATHN, PZZA In what I consider to be one of the best interviews thus far on According to Sources, Jason and I do a deep-dive into the situation between DVMT, VMW and Carl Icahn. What are the downside risks? Has Carl Icahn lost a step in recent years? What could a Rockwell Collins block from China mean for the entire merger-arb space? Does Dan Loeb stand ANY chance of winning the CPB board? We discuss these issues and much more.

]]> Mon, 22 Oct 2018 08:05:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/jason-varano-of-the-nomura-securities-3d8d5dc5 In what I consider to be one of the best interviews thus far on According to Sources, Jason and I do a deep-dive into the situation between DVMT, VMW and Carl Icahn. What are the downside risks? Has Carl Icahn lost a step in recent years? What could a Rockwell Collins block from China mean for the entire merger-arb space? Does Dan Loeb stand ANY chance of winning the CPB board? We discuss these issues and much more.

]]> Jason Varano of the Nomura Securities Event Desk: DVMT, COL, FOXA, CPB, ATHN, PZZA Michael Samuels 00:47:07 In what I consider to be one of the best interviews thus far on According to Sources, Jason and I do a deep-dive into the situation between DVMT, VMW and Carl Icahn. What are the downside risks? Has Carl Icahn lost a step in recent years? What could a Rockwell Collins block from China mean for the entire merger-arb space? Does Dan Loeb stand ANY chance of winning the CPB board? We discuss these issues and much more. In what I consider to be one of the best interviews thus far on According to Sources, Jason and I do a deep-dive into the situation between DVMT, VMW and Carl Icahn. What are the downside risks? Has Carl Icahn lost a step in recent years? What could a Rockwell Collins block from China mean for the entire merger-arb space? Does Dan Loeb stand ANY chance of winning the CPB board? We discuss these issues and much more. no full 20 b30dec0c-ab4a-4266-a5ca-236b093ff4df The 7 Questions on the Minds of Deal Speculators What deal is most at risk from a market downturn? How does one handicap and source various deal approvals such as DOJ or MOFCOM and then gauge what each is worth for pending deals? In this week's podcast I give an update on the ongoing saga at Athenahealth (ATHN), weigh in on CA Inc., and answer the 7 questions on the minds of merger-arbs and deal speculators.

]]> Sun, 14 Oct 2018 21:01:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/the-7-questions-on-the-minds-of-deal-2565509e What deal is most at risk from a market downturn? How does one handicap and source various deal approvals such as DOJ or MOFCOM and then gauge what each is worth for pending deals? In this week's podcast I give an update on the ongoing saga at Athenahealth (ATHN), weigh in on CA Inc., and answer the 7 questions on the minds of merger-arbs and deal speculators.

]]> The 7 Questions on the Minds of Deal Speculators Michael Samuels 00:23:10 What deal is most at risk from a market downturn? How does one handicap and source various deal approvals such as DOJ or MOFCOM and then gauge what each is worth for pending deals? In this week's podcast I give an update on the ongoing saga at Athenahealth (ATHN), weigh in on CA Inc., and answer the 7 questions on the minds of merger-arbs and deal speculators. What deal is most at risk from a market downturn? How does one handicap and source various deal approvals such as DOJ or MOFCOM and then gauge what each is worth for pending deals? In this week's podcast I give an update on the ongoing saga at Athenahealth (ATHN), weigh in on CA Inc., and answer the 7 questions on the minds of merger-arbs and deal speculators. no full 19 9aa03a5d-8fda-4147-a550-4059afcbc861 Barnes & Noble Going Private? Why This Time is Different John Malone, Ron Burkle, Jana Partners, Tom Sandell: Each of these investors have either taken a stake or bid for Barnes & Noble (BKS). Now that company has finally turned the review process over to an independent committee, will this time be different? What is this company worth? Would Amazon be interested? I give my thoughts and later I interview Gabelli analyst John Tinker.

]]> Fri, 5 Oct 2018 21:31:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/barnes-noble-going-private-why-this-time-6d1d09fe John Malone, Ron Burkle, Jana Partners, Tom Sandell: Each of these investors have either taken a stake or bid for Barnes & Noble (BKS). Now that company has finally turned the review process over to an independent committee, will this time be different? What is this company worth? Would Amazon be interested? I give my thoughts and later I interview Gabelli analyst John Tinker.

]]> Barnes & Noble Going Private? Why This Time is Different Michael Samuels 00:29:34 John Malone, Ron Burkle, Jana Partners, Tom Sandell: Each of these investors have either taken a stake or bid for Barnes & Noble (BKS). Now that the company has finally turned the review process over to an independent committee, will this time be different? What is this company worth? Would Amazon be interested? I give my thoughts and later I interview Gabelli analyst John Tinker. John Malone, Ron Burkle, Jana Partners, Tom Sandell: Each of these investors have either taken a stake or bid for Barnes & Noble (BKS). Now that the company has finally turned the review process over to an independent committee, will this time be different? What is this company worth? Would Amazon be interested? I give my thoughts and later I interview Gabelli analyst John Tinker. no full 18 184a0f25-dc4c-486b-b905-837342a00e59 Campbell Soup, Tesla, Athenahealth + My Worst Investing Habits
  • Tesla: Is Elon Musk settling with the SEC really an all-clear?
  • Campbell Soup: As the stock continues to drift back to 2018 lows, the 2018 annual meeting has become an extremely binary event.
  • Athenahealth: What does this mean for the Elliott brand?
  • Papa John's: Will they be the next restaurant to go private?
  • The top-5 biggest investing mistakes i make
    • ]]>     Mon, 1 Oct 2018 01:00:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/campbell-soup-tesla-athenahealth-my-c6233bf3
  • Tesla: Is Elon Musk settling with the SEC really an all-clear?
  • Campbell Soup: As the stock continues to drift back to 2018 lows, the 2018 annual meeting has become an extremely binary event.
  • Athenahealth: What does this mean for the Elliott brand?
  • Papa John's: Will they be the next restaurant to go private?
  • The top-5 biggest investing mistakes i make
    • ]]>     Campbell Soup, Tesla, Athenahealth + My Worst Investing Habits Michael Samuels 00:20:38 1) Tesla: Is Elon Musk settling with the SEC really an all-clear? 2) Campbell Soup: As the stock continues to drift back to 2018 lows, the 2018 annual meeting has become an extremely binary event. 3) Athenahealth: What does this mean for the Elliott brand? 4) Papa John's: Will they be the next restaurant to go private? 5) The top-5 biggest investing mistakes i make 1) Tesla: Is Elon Musk settling with the SEC really an all-clear? 2) Campbell Soup: As the stock continues to drift back to 2018 lows, the 2018 annual meeting has become an extremely binary event. 3) Athenahealth: What does this mean for the Elliott brand? 4) Papa John's: Will they be the next restaurant to go private? 5) The top-5 biggest investing mistakes i make no full 17     76ea9d8c-aace-4dbc-97be-be5babe3c042 Investing in Cannabis: Interview with Sean Stiefel of Navy Capital On October 17th, marijuana goes fully legal in Canada. This event, combined with the Canopy Growth Corp investment made by Constellation Brands / Stories of Coca-Cola entering CBD beverages have made the cannabis space the most discussed sector in the past few weeks. What events will unfold over the upcoming months that will either continue to validate the sector OR perhaps send these sky-rocketing valuations back down to earth? I sat down with Navy Capital's Sean Stiefel to discuss. Navy was formed in 2014 as a fund specifically designed to participate in the upside from cannabis.

    ]]>     Sun, 23 Sep 2018 22:00:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/investing-in-cannabis-interview-with-8a377706 On October 17th, marijuana goes fully legal in Canada. This event, combined with the Canopy Growth Corp investment made by Constellation Brands / Stories of Coca-Cola entering CBD beverages have made the cannabis space the most discussed sector in the past few weeks. What events will unfold over the upcoming months that will either continue to validate the sector OR perhaps send these sky-rocketing valuations back down to earth? I sat down with Navy Capital's Sean Stiefel to discuss. Navy was formed in 2014 as a fund specifically designed to participate in the upside from cannabis.

    ]]>     Investing in Cannabis: Interview with Sean Stiefel of Navy Capital Michael Samuels 00:40:37 On October 17th, marijuana goes fully legal in Canada. This event, combined with the Canopy Growth Corp investment made by Constellation Brands / Stories of Coca-Cola entering CBD beverages have made the cannabis space the most discussed sector in the past few weeks. What events will unfold over the upcoming months that will either continue to validate the sector OR perhaps send these sky-rocketing valuations back down to earth? I sat down with Navy Capital's Sean Stiefel to discuss. Navy was formed in 2014 as a fund specifically designed to participate in the upside from cannabis. On October 17th, marijuana goes fully legal in Canada. This event, combined with the Canopy Growth Corp investment made by Constellation Brands / Stories of Coca-Cola entering CBD beverages have made the cannabis space the most discussed sector in the past few weeks. What events will unfold over the upcoming months that will either continue to validate the sector OR perhaps send these sky-rocketing valuations back down to earth? I sat down with Navy Capital's Sean Stiefel to discuss. Navy was formed in 2014 as a fund specifically designed to participate in the upside from cannabis. no full 16     43c87a3f-dd1b-48ab-9eca-9c0de8a687bd AthenaHealth, Yum China, CBS, AEL & ESL Athenahealth shares have tumbled following recent media coverage that strategics such as UNH and Cerner are walking away from the process. Perhaps Elliott buying ATHN isn't the best-case-scenario for investors, but it's still a scenario that is worth examining.

    Yum China plummeted to $30 last week after headlines that Hillhouse is ending its pursuit, but is the process truly over?

    CBS: Is it now in play?

    ]]>     Sun, 16 Sep 2018 20:00:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/athenahealth-yum-china-cbs-ael-esl-ab3ccc2c Athenahealth shares have tumbled following recent media coverage that strategics such as UNH and Cerner are walking away from the process. Perhaps Elliott buying ATHN isn't the best-case-scenario for investors, but it's still a scenario that is worth examining.

    Yum China plummeted to $30 last week after headlines that Hillhouse is ending its pursuit, but is the process truly over?

    CBS: Is it now in play?

    ]]>     AthenaHealth, Yum China, CBS, AEL & ESL Michael Samuels 00:17:13 Athenahealth shares have tumbled following recent media coverage that strategics such as UNH and Cerner are walking away from the process. Perhaps Elliott buying ATHN isn't the best-case-scenario for investors, but it's still a scenario that is worth examining. Yum China plummeted to $30 last week after headlines that Hillhouse is ending its pursuit, but is the process truly over? CBS: Is it now in play? Athenahealth shares have tumbled following recent media coverage that strategics such as UNH and Cerner are walking away from the process. Perhaps Elliott buying ATHN isn't the best-case-scenario for investors, but it's still a scenario that is worth examining. Yum China plummeted to $30 last week after headlines that Hillhouse is ending its pursuit, but is the process truly over? CBS: Is it now in play? no full 15     abc429d2-3e48-42bb-aa0d-0c93372cda0a Ed Hammond Part II: Why do deals die midway through the process? (EP: 14) In part II of my interview with Bloomberg M&A reporter Ed Hammond, we discuss how deals can get off the ground, and why so many times the process can die out midway through. In "Five Questions" I ask Ed "What's the biggest deal that's NEVER happened?" ..."Has anyone ever approached you with a bribe to reveal information?"...and "What's the most UNUSUAL way you've come across a scoop?"

    ]]>     Mon, 10 Sep 2018 02:30:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/ed-hammond-part-ii-why-do-deals-die-ee8b5d49 In part II of my interview with Bloomberg M&A reporter Ed Hammond, we discuss how deals can get off the ground, and why so many times the process can die out midway through. In "Five Questions" I ask Ed "What's the biggest deal that's NEVER happened?" ..."Has anyone ever approached you with a bribe to reveal information?"...and "What's the most UNUSUAL way you've come across a scoop?"

    ]]>     Ed Hammond Part II: Why do deals die midway through the process? (EP: 14) Michael Samuels 00:31:45 In part II of my interview with Bloomberg M&A reporter Ed Hammond, we discuss how deals can get off the ground, and why so many times the process can die out midway through. In "Five Questions" I ask Ed "What's the biggest deal that's NEVER happened?" ..."Has anyone ever approached you with a bribe to reveal information?"...and "What's the most UNUSUAL way you've come across a scoop?" In part II of my interview with Bloomberg M&A reporter Ed Hammond, we discuss how deals can get off the ground, and why so many times the process can die out midway through. In "Five Questions" I ask Ed "What's the biggest deal that's NEVER happened?" ..."Has anyone ever approached you with a bribe to reveal information?"...and "What's the most UNUSUAL way you've come across a scoop?" no full 14     066b35b9-0728-4b76-9a67-f23e651fcccc Ed Hammond Part I / My Thoughts on IDTI (EP:13) The event space is littered on a daily business with rumors of deals and activism, the overwhelming majority of which is false. In Part 1 of what I consider to be a MUST-LISTEN interview, Bloomberg M&A reporter Ed Hammond explains the role journalists play in the deal-process. We discuss how incorrect journalism, for example the Nokia for Juniper story, makes it to press ONLY to be quickly refuted. And lastly we talk sources and their motivations, which can range from vanity, to humanity...to downright murky.

    But first I discuss how and why I've made Integrated Device Tech (IDTI) my biggest position of the year.

    ]]>     Sun, 2 Sep 2018 16:00:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/ed-hammond-part-i-my-thoughts-on-idti-2149943d The event space is littered on a daily business with rumors of deals and activism, the overwhelming majority of which is false. In Part 1 of what I consider to be a MUST-LISTEN interview, Bloomberg M&A reporter Ed Hammond explains the role journalists play in the deal-process. We discuss how incorrect journalism, for example the Nokia for Juniper story, makes it to press ONLY to be quickly refuted. And lastly we talk sources and their motivations, which can range from vanity, to humanity...to downright murky.

    But first I discuss how and why I've made Integrated Device Tech (IDTI) my biggest position of the year.

    ]]>     Ed Hammond Part I / My Thoughts on IDTI (EP:13) Michael Samuels 00:41:03 The event space is littered on a daily basis with rumors of deals and activism, the overwhelming majority of which are false. In Part 1 of what I consider to be a MUST-LISTEN interview, Bloomberg M&A reporter Ed Hammond explains the role journalists play in the deal-process. We discuss how incorrect journalism, for example the Nokia for Juniper story, makes it to press ONLY to be quickly refuted. And lastly we talk sources and their motivations, which can range from vanity, to humanity...to revenge. But first I discuss how and why I've made Integrated Device Tech (IDTI) my biggest position of the year. The event space is littered on a daily basis with rumors of deals and activism, the overwhelming majority of which are false. In Part 1 of what I consider to be a MUST-LISTEN interview, Bloomberg M&A reporter Ed Hammond explains the role journalists play in the deal-process. We discuss how incorrect journalism, for example the Nokia for Juniper story, makes it to press ONLY to be quickly refuted. And lastly we talk sources and their motivations, which can range from vanity, to humanity...to revenge. But first I discuss how and why I've made Integrated Device Tech (IDTI) my biggest position of the year. yes full 13     4c46fe16-5791-4195-ab31-4c8c341db908 The Top 10 Most Intriguing Deal Situations (EP:12) As it's Episode 12, it's time for a quarterly review. I examine the the Top 10 most intriguing situations in the world of deals, activism and merger arbitrage. Companies discussed include Yum China, Tribune, Mattel, Nielson & Arconic.

    Find me on twitter @accordtosources

    ]]>     Fri, 24 Aug 2018 09:00:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/the-top-10-most-intriguing-deal-8c531c58 As it's Episode 12, it's time for a quarterly review. I examine the the Top 10 most intriguing situations in the world of deals, activism and merger arbitrage. Companies discussed include Yum China, Tribune, Mattel, Nielson & Arconic.

    Find me on twitter @accordtosources

    ]]>     The Top 10 Most Intriguing Deal Situations (EP:12) Michael Samuels 00:21:31 As it's Episode 12, it's time for a quarterly review. I examine the the Top 10 most intriguing situations in the world of deals, activism and merger arbitrage. Companies discussed include Yum China, Tribune, Mattel, Nielson & Arconic. As it's Episode 12, it's time for a quarterly review. I examine the the Top 10 most intriguing situations in the world of deals, activism and merger arbitrage. Companies discussed include Yum China, Tribune, Mattel, Nielson & Arconic. no full 12     a21db0cd-4a37-486d-ba14-3f9edf9dcf35 Whitney Tilson Part II: A Discussion of the Successes and Struggles of Bill Ackman & David Einhorn (EP:11) In segment 1:

    I reveal my biggest holding, and what I believe to be the most intriguing deal situation on the board.

    Segment 2:

    Lehman Brothers. Allied Capital. Green Mountain Coffee. There was a moment in time where if David Einhorn shorted a stock, it was regarded as a possible death sentence for the shares. However, for both Einhorn and contemporary Bill Ackman, the last few years have proven to be difficult. In part II of my interview with Whitney Tilson, we discuss these two legendary hedge fund managers, and Whitney describes who he believes is the best hedge fund that no one's ever heard of .

    ]]>     Sun, 19 Aug 2018 20:00:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/whitney-tilson-part-ii-a-discussion-of-62fee649 In segment 1:

    I reveal my biggest holding, and what I believe to be the most intriguing deal situation on the board.

    Segment 2:

    Lehman Brothers. Allied Capital. Green Mountain Coffee. There was a moment in time where if David Einhorn shorted a stock, it was regarded as a possible death sentence for the shares. However, for both Einhorn and contemporary Bill Ackman, the last few years have proven to be difficult. In part II of my interview with Whitney Tilson, we discuss these two legendary hedge fund managers, and Whitney describes who he believes is the best hedge fund that no one's ever heard of .

    ]]>     Whitney Tilson Part II: A Discussion of the Successes and Struggles of Bill Ackman & David Einhorn (EP:11) Michael Samuels 00:30:07 Segment 1: I reveal my biggest holding, and what I believe to be the most intriguing deal situation on the board. Segment 2: Lehman Brothers. Allied Capital. Green Mountain Coffee. There was a moment in time where if David Einhorn shorted a stock, it was regarded as a possible death sentence for the shares. However, for both Einhorn and contemporary Bill Ackman, the last few years have proven to be difficult. In part II of my interview with Whitney Tilson, we discuss these two legendary hedge fund managers, and Whitney describes who he believes is the best hedge fund that no one's ever heard of . Segment 1: I reveal my biggest holding, and what I believe to be the most intriguing deal situation on the board. Segment 2: Lehman Brothers. Allied Capital. Green Mountain Coffee. There was a moment in time where if David Einhorn shorted a stock, it was regarded as a possible death sentence for the shares. However, for both Einhorn and contemporary Bill Ackman, the last few years have proven to be difficult. In part II of my interview with Whitney Tilson, we discuss these two legendary hedge fund managers, and Whitney describes who he believes is the best hedge fund that no one's ever heard of . no full 11     4f34b258-80fa-4d7a-9e0e-b3cca316864a Whitney Tilson Part I: Discussing Tesla + The Origins and Aftermath of Lumber Liquidators (EP:10) How does a short idea from a hedge fund with only $100mm under management suddenly land on one of America's highest rated programs? The origins, details, risks and aftermath of perhaps this decade's greatest short: Lumber Liquidators. I sit down with Whitney Tilson to discuss the process, and talk a little Tesla.

    ]]>     Sun, 12 Aug 2018 17:00:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/whitney-tilson-part-i-discussing-tesla-cf099d78 How does a short idea from a hedge fund with only $100mm under management suddenly land on one of America's highest rated programs? The origins, details, risks and aftermath of perhaps this decade's greatest short: Lumber Liquidators. I sit down with Whitney Tilson to discuss the process, and talk a little Tesla.

    ]]>     Whitney Tilson Part I: Discussing Tesla + The Origins and Aftermath of Lumber Liquidators (EP:10) Michael Samuels 00:28:35 Decoding the Short of the Decade: The origins, details, risks and aftermath of perhaps this decade's greatest short: Lumber Liquidators. I sit down with Whitney Tilson to discuss the process, and talk a little Tesla. Decoding the Short of the Decade: The origins, details, risks and aftermath of perhaps this decade's greatest short: Lumber Liquidators. I sit down with Whitney Tilson to discuss the process, and talk a little Tesla. no full 10     4ff4552b-8a94-4d27-8b62-3c77c01f7b46 Scandal in the Chicken Industry: My Interview with Analyst Tim Ramey (EP:09) Shares of Eli Lilly have exploded 14% since their announcment to spin-out its animal health division "Elanco". However, one of Elanco's divisons, Agri Stats, is at the heart of one of the largest class-action lawsuits in the country. If found guilty Elanco could face billions in damages. In this episode I interview Tim Ramey, analyst at Pivotal Research, who downgraded Tyson Foods in 2016 an lowered his price target from $100 to $40 after reading the accusations involving Agri Stats. Not only do we discuss TSN, but we look back at his time covering Herbalife, and his relationships with Bill Ackman, David Einhorn and Carl Icahn during that time period.

    ]]>     Sun, 5 Aug 2018 13:15:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/scandal-in-the-chicken-industry-my-dd202425 Shares of Eli Lilly have exploded 14% since their announcment to spin-out its animal health division "Elanco". However, one of Elanco's divisons, Agri Stats, is at the heart of one of the largest class-action lawsuits in the country. If found guilty Elanco could face billions in damages. In this episode I interview Tim Ramey, analyst at Pivotal Research, who downgraded Tyson Foods in 2016 an lowered his price target from $100 to $40 after reading the accusations involving Agri Stats. Not only do we discuss TSN, but we look back at his time covering Herbalife, and his relationships with Bill Ackman, David Einhorn and Carl Icahn during that time period.

    ]]>     Scandal in the Chicken Industry: My Interview with Analyst Tim Ramey (EP:09) Michael Samuels 00:25:24 Shares of Eli Lilly have exploded 14% since their announcment to spin-out its animal health division "Elanco". However, one of Elanco's divisons, Agri Stats, is at the heart of one of the largest class-action lawsuits in the country. If found guilty Elanco could face billions in damages. In this episode I interview Tim Ramey, analyst at Pivotal Research, who downgraded Tyson Foods in 2016 an lowered his price target from $100 to $40 after reading the accusations involving Agri Stats. Not only do we discuss TSN, but we look back at his time covering Herbalife, and his relationships with Bill Ackman, David Einhorn and Carl Icahn during that time period. Shares of Eli Lilly have exploded 14% since their announcment to spin-out its animal health division "Elanco". However, one of Elanco's divisons, Agri Stats, is at the heart of one of the largest class-action lawsuits in the country. If found guilty Elanco could face billions in damages. In this episode I interview Tim Ramey, analyst at Pivotal Research, who downgraded Tyson Foods in 2016 an lowered his price target from $100 to $40 after reading the accusations involving Agri Stats. Not only do we discuss TSN, but we look back at his time covering Herbalife, and his relationships with Bill Ackman, David Einhorn and Carl Icahn during that time period. no full 9     http://www.blogtalkradio.com/accordingtosources/2018/07/29/interview-with-the-nomura-securities-event-team-ep-08 Interview with the Nomura Securities Event Team (EP: 08) In this in-depth interview, Jason Varano, Executive Director at Nomura Securities who focuses on Special Situations / Risk-Arbitrage sits down to discuss NXPI/QCOM, AABA/BABA, DVMT/VMW, AKRX and a little CBS/VIAB (the interview was conducted July 26th, the day before the New Yorker article on Moonves) Time Cues: Open:  Why I'm short CBS 3:47:  NXPI/QCOM 16:47:  AABA/BABA 21:00 DVMT/VMW 27:00  AKRX 33:00 CBS/VIAB 35:00   5 QUESTIONS   

    ]]>     Sun, 29 Jul 2018 19:30:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/interview-with-the-nomura-securities-e0e0b61c In this in-depth interview, Jason Varano, Executive Director at Nomura Securities who focuses on Special Situations / Risk-Arbitrage sits down to discuss NXPI/QCOM, AABA/BABA, DVMT/VMW, AKRX and a little CBS/VIAB (the interview was conducted July 26th, the day before the New Yorker article on Moonves) Time Cues: Open:  Why I'm short CBS 3:47:  NXPI/QCOM 16:47:  AABA/BABA 21:00 DVMT/VMW 27:00  AKRX 33:00 CBS/VIAB 35:00   5 QUESTIONS   

    ]]>     Interview with the Nomura Securities Event Team (EP: 08) Michael Samuels 00:42:45 In this in-depth interview, Jason Varano, Executive Director at Nomura Securities who focuses on Special Situations / Risk-Arbitrage sits down to discuss NXPI/QCOM, AABA/BABA, DVMT/VMW, AKRX and a little CBS/VIAB (the interview was conducted July 26th, the day before the New Yorker article on Moonves) Time Cues: Open:  Why I'm short CBS 3:47:  NXPI/QCOM 16:47:  AABA/BABA 21:00 DVMT/VMW 27:00  AKRX 33:00 CBS/VIAB 35:00   5 QUESTIONS    In this in-depth interview, Jason Varano, Executive Director at Nomura Securities who focuses on Special Situations / Risk-Arbitrage sits down to discuss NXPI/QCOM, AABA/BABA, DVMT/VMW, AKRX and a little CBS/VIAB (the interview was conducted July 26th, the day before the New Yorker article on Moonves) Time Cues: Open:  Why I'm short CBS 3:47:  NXPI/QCOM 16:47:  AABA/BABA 21:00 DVMT/VMW 27:00  AKRX 33:00 CBS/VIAB 35:00   5 QUESTIONS    investing, stocks, merger, deals no full 8     http://www.blogtalkradio.com/accordingtosources/2018/07/23/my-interview-with-michael-batnick-author-of-big-mistakes-ep-07 My Interview with Michael Batnick, author of Big Mistakes (EP: 07) I sit down with Michael Batnick, author of "Big Mistakes: The Best Investors and Their Worst Investments."   Some of Wall Street's greatest missteps are well documented:  Bill Ackman's attempt at activism in JC Penny, or Warren Buffet's go-around with Salomon Brothers are two famous examples.  However the great investors of the 19th, 20th and 21st centuries ALL have their own investment blunders.  Some went on to thrive after, while others called it quits.  Michael Batnick and I spend 30 minutes analyzing these infamous lapses in judgement, INCLUDING Mark Twain's (yes the writer!) attempts at venture capitalism (yes he passed on an investment in Alexander Graham Bell's telephone)  

    ]]>     Mon, 23 Jul 2018 03:30:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/my-interview-with-michael-batnick-author-6b5e4aaa I sit down with Michael Batnick, author of "Big Mistakes: The Best Investors and Their Worst Investments."   Some of Wall Street's greatest missteps are well documented:  Bill Ackman's attempt at activism in JC Penny, or Warren Buffet's go-around with Salomon Brothers are two famous examples.  However the great investors of the 19th, 20th and 21st centuries ALL have their own investment blunders.  Some went on to thrive after, while others called it quits.  Michael Batnick and I spend 30 minutes analyzing these infamous lapses in judgement, INCLUDING Mark Twain's (yes the writer!) attempts at venture capitalism (yes he passed on an investment in Alexander Graham Bell's telephone)  

    ]]>     My Interview with Michael Batnick, author of Big Mistakes (EP: 07) Michael Samuels 00:40:32 I sit down with Michael Batnick, author of "Big Mistakes: The Best Investors and Their Worst Investments."   Some of Wall Street's greatest missteps are well documented:  Bill Ackman's attempt at activism in JC Penny, or Warren Buffet's go-around with Salomon Brothers are two famous examples.  However the great investors of the 19th, 20th and 21st centuries ALL have their own investment blunders.  Some went on to thrive after, while others called it quits.  Michael Batnick and I spend 30 minutes analyzing these infamous lapses in judgement, INCLUDING Mark Twain's (yes the writer!) attempts at venture capitalism (yes he passed on an investment in Alexander Graham Bell's telephone)   I sit down with Michael Batnick, author of "Big Mistakes: The Best Investors and Their Worst Investments."   Some of Wall Street's greatest missteps are well documented:  Bill Ackman's attempt at activism in JC Penny, or Warren Buffet's go-around with Salomon Brothers are two famous examples.  However the great investors of the 19th, 20th and 21st centuries ALL have their own investment blunders.  Some went on to thrive after, while others called it quits.  Michael Batnick and I spend 30 minutes analyzing these infamous lapses in judgement, INCLUDING Mark Twain's (yes the writer!) attempts at venture capitalism (yes he passed on an investment in Alexander Graham Bell's telephone)   big mistake, merger, warren buffett, stocks investing, deals no full 7     http://www.blogtalkradio.com/accordingtosources/2018/07/15/trouble-ahead-for-home-healthcare-ep06 Trouble Ahead for Home Healthcare? (EP.06) A recent change at the CMS (Center for Medicare and Medicaid Services) is going to revise the way medicare pays the HHA's (Home Health Agencies) starting in 2020.  One of healthcare's hottest subsectors has seen AMED rise 71% ytd, LHCG +40%, and EHC +38%.  However not all HHA's are created equal, and Spencer Pearlman of Veda Partners explains how EHC's revenue stream is MOST at risk.  

    ]]>     Sun, 15 Jul 2018 16:00:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/trouble-ahead-for-home-healthcare-ep06-d4521334 A recent change at the CMS (Center for Medicare and Medicaid Services) is going to revise the way medicare pays the HHA's (Home Health Agencies) starting in 2020.  One of healthcare's hottest subsectors has seen AMED rise 71% ytd, LHCG +40%, and EHC +38%.  However not all HHA's are created equal, and Spencer Pearlman of Veda Partners explains how EHC's revenue stream is MOST at risk.  

    ]]>     Trouble Ahead for Home Healthcare? (EP.06) Michael Samuels 00:32:32 A recent change at the CMS (Center for Medicare and Medicaid Services) is going to revise the way medicare pays the HHA's (Home Health Agencies) starting in 2020.  One of healthcare's hottest subsectors has seen AMED rise 71% ytd, LHCG +40%, and EHC +38%.  However not all HHA's are created equal, and Spencer Pearlman of Veda Partners explains how EHC's revenue stream is MOST at risk.   A recent change at the CMS (Center for Medicare and Medicaid Services) is going to revise the way medicare pays the HHA's (Home Health Agencies) starting in 2020.  One of healthcare's hottest subsectors has seen AMED rise 71% ytd, LHCG +40%, and EHC +38%.  However not all HHA's are created equal, and Spencer Pearlman of Veda Partners explains how EHC's revenue stream is MOST at risk.   healthcare, nursing homes, stocks, deals no full 6     http://www.blogtalkradio.com/accordingtosources/2018/07/02/exploring-syna-hain-nxpi-mailbag-ep05 Exploring SYNA /HAIN, NXPI Mailbag (EP.05) Hedge fund manager Michael Samuels of Broome Street Capital explores the latest deal situation at Synaptics (SYNA) and examines what the future could hold for Hain Celestial Group (HAIN) now that Irwin Simon is out.  Lastly an NXPI update and answers to some twitter questions. TWITER:  @accordtosources

    ]]>     Mon, 2 Jul 2018 21:00:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/exploring-syna-hain-nxpi-mailbag-ep05-5f626ead Hedge fund manager Michael Samuels of Broome Street Capital explores the latest deal situation at Synaptics (SYNA) and examines what the future could hold for Hain Celestial Group (HAIN) now that Irwin Simon is out.  Lastly an NXPI update and answers to some twitter questions. TWITER:  @accordtosources

    ]]>     Exploring SYNA /HAIN, NXPI Mailbag (EP.05) Michael Samuels 00:17:08 Hedge fund manager Michael Samuels of Broome Street Capital explores the latest deal situation at Synaptics (SYNA) and examines what the future could hold for Hain Celestial Group (HAIN) now that Irwin Simon is out.  Lastly an NXPI update and answers to some twitter questions. TWITER:  @accordtosources Hedge fund manager Michael Samuels of Broome Street Capital explores the latest deal situation at Synaptics (SYNA) and examines what the future could hold for Hain Celestial Group (HAIN) now that Irwin Simon is out.  Lastly an NXPI update and answers to some twitter questions. TWITER:  @accordtosources stocks, merger, deals no full 5     http://www.blogtalkradio.com/accordingtosources/2018/06/25/kraft-for-campbelleducation-realty-trust-disfoxa-ep04 Kraft for Campbell/Education Realty Trust / DIS/FOXA (EP.04) This week on According to Sources, I analyze why the Kraft Foods for Campbell Soup story seems to be fairly weak.  I explain how a lesson from the past can be a guide for trading Education Realty Trust (EDR).  And in my interview with Joshua Goldberg, we do a deep dive into trading Disney / Comcast/ 21st Century Fox, and revisit NXPI/Qualcomm   tweet me @accordtosources

    ]]>     Mon, 25 Jun 2018 02:00:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/kraft-for-campbelleducation-realty-trust-8003c2c4 This week on According to Sources, I analyze why the Kraft Foods for Campbell Soup story seems to be fairly weak.  I explain how a lesson from the past can be a guide for trading Education Realty Trust (EDR).  And in my interview with Joshua Goldberg, we do a deep dive into trading Disney / Comcast/ 21st Century Fox, and revisit NXPI/Qualcomm   tweet me @accordtosources

    ]]>     Kraft for Campbell/Education Realty Trust / DIS/FOXA (EP.04) Michael Samuels 00:36:09 This week on According to Sources, I analyze why the Kraft Foods for Campbell Soup story seems to be fairly weak.  I explain how a lesson from the past can be a guide for trading Education Realty Trust (EDR).  And in my interview with Joshua Goldberg, we do a deep dive into trading Disney / Comcast/ 21st Century Fox, and revisit NXPI/Qualcomm   tweet me @accordtosources This week on According to Sources, I analyze why the Kraft Foods for Campbell Soup story seems to be fairly weak.  I explain how a lesson from the past can be a guide for trading Education Realty Trust (EDR).  And in my interview with Joshua Goldberg, we do a deep dive into trading Disney / Comcast/ 21st Century Fox, and revisit NXPI/Qualcomm   tweet me @accordtosources finance, stocks, merger, deals, trading no full 4     http://www.blogtalkradio.com/accordingtosources/2018/06/18/nxpi-the-never-ending-saga-ep03 NXPI: The Never-Ending Saga (EP.03) Henrietta Treyz of Veda Partners joins According to Sources to discuss the important upcoming dates for clarity regarding ZTE sanctions.  She handicaps the odds for the Rubio/Schumer bill as it stands in the senate, and I give my take on trading NXPI   twitter:  @accordtosources email:  msamuels8@bloomberg.net

    ]]>     Mon, 18 Jun 2018 14:30:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/nxpi-the-never-ending-saga-ep03-a1fa946c Henrietta Treyz of Veda Partners joins According to Sources to discuss the important upcoming dates for clarity regarding ZTE sanctions.  She handicaps the odds for the Rubio/Schumer bill as it stands in the senate, and I give my take on trading NXPI   twitter:  @accordtosources email:  msamuels8@bloomberg.net

    ]]>     NXPI: The Never-Ending Saga (EP.03) Michael Samuels 00:24:50 Henrietta Treyz of Veda Partners joins According to Sources to discuss the important upcoming dates for clarity regarding ZTE sanctions.  She handicaps the odds for the Rubio/Schumer bill as it stands in the senate, and I give my take on trading NXPI   twitter:  @accordtosources email:  msamuels8@bloomberg.net Henrietta Treyz of Veda Partners joins According to Sources to discuss the important upcoming dates for clarity regarding ZTE sanctions.  She handicaps the odds for the Rubio/Schumer bill as it stands in the senate, and I give my take on trading NXPI   twitter:  @accordtosources email:  msamuels8@bloomberg.net trade, stocks, business, stock market no full 3     http://www.blogtalkradio.com/accordingtosources/2018/06/11/trading-the-time-warner-ruling-ep02 Trading the Time Warner Ruling (EP.02) According to Sources devotes the entire episode to trading strategies ahead of AT&T/Time Warner ruling on June 12.  Questions such as "is AT&T a short on both outcomes?" and "where should foxa trade on win/loss?" will be addressed along with many others.  Hosted by Mike Samuels, portfolio manager of Broome Street Capital, an event-driven hedge fund focused on merger-arb and m&a.   This week's guest:  A california-based portfolio manager who oversees close to 900mm in aum.  He weighs in on TWX/T/DIS/CMCSA/FOXA

    ]]>     Mon, 11 Jun 2018 05:30:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/trading-the-time-warner-ruling-ep02-58b2dd67 According to Sources devotes the entire episode to trading strategies ahead of AT&T/Time Warner ruling on June 12.  Questions such as "is AT&T a short on both outcomes?" and "where should foxa trade on win/loss?" will be addressed along with many others.  Hosted by Mike Samuels, portfolio manager of Broome Street Capital, an event-driven hedge fund focused on merger-arb and m&a.   This week's guest:  A california-based portfolio manager who oversees close to 900mm in aum.  He weighs in on TWX/T/DIS/CMCSA/FOXA

    ]]>     Trading the Time Warner Ruling (EP.02) Michael Samuels 00:22:06 According to Sources devotes the entire episode to trading strategies ahead of AT&T/Time Warner ruling on June 12.  Questions such as "is AT&T a short on both outcomes?" and "where should foxa trade on win/loss?" will be addressed along with many others.  Hosted by Mike Samuels, portfolio manager of Broome Street Capital, an event-driven hedge fund focused on merger-arb and m&a.   This week's guest:  A california-based portfolio manager who oversees close to 900mm in aum.  He weighs in on TWX/T/DIS/CMCSA/FOXA According to Sources devotes the entire episode to trading strategies ahead of AT&T/Time Warner ruling on June 12.  Questions such as "is AT&T a short on both outcomes?" and "where should foxa trade on win/loss?" will be addressed along with many others.  Hosted by Mike Samuels, portfolio manager of Broome Street Capital, an event-driven hedge fund focused on merger-arb and m&a.   This week's guest:  A california-based portfolio manager who oversees close to 900mm in aum.  He weighs in on TWX/T/DIS/CMCSA/FOXA time warner, investments, trading finance, stock market, mergers and acquisitions no full 2     http://www.blogtalkradio.com/accordingtosources/2018/06/04/envision-health-convergys-usg-ep01 Envision Health, Convergys & USG (EP.01) In episode one, i examine why i'm so skeptical of a EVHC takeover.  In segment two, I explain why i think Convergys (CVG) will yield Elliott Associates another winner.  And in segment three i examine why USG is the safest long on my board

    ]]>     Mon, 4 Jun 2018 03:30:00 +0000 michael@accordingtosourcespodcast.com (Michael Samuels) https://according-to-sources.simplecast.com/episodes/envision-health-convergys-usg-ep01-54bbd1af In episode one, i examine why i'm so skeptical of a EVHC takeover.  In segment two, I explain why i think Convergys (CVG) will yield Elliott Associates another winner.  And in segment three i examine why USG is the safest long on my board

    ]]>     Envision Health, Convergys & USG (EP.01) Michael Samuels 00:15:19 In episode one, i examine why i'm so skeptical of a EVHC takeover.  In segment two, I explain why i think Convergys (CVG) will yield Elliott Associates another winner.  And in segment three i examine why USG is the safest long on my board In episode one, i examine why i'm so skeptical of a EVHC takeover.  In segment two, I explain why i think Convergys (CVG) will yield Elliott Associates another winner.  And in segment three i examine why USG is the safest long on my board stocks, arbitrage, trading finance, mergers and acquisitions no full 1