The Special Situations Report

Summary:
In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover four key stories, including two potential deals (for Dine Brands and Lumentum Holdings), DoorDash’s acquisition of Maplebear (Instacart), and S&P Global’s rumored spinoff of the CapIQ business following the completion of the Mobility segment separation.

Chapters:
0:00 Introduction
0:52 The Bid for Dine Brands
8:46 Marvell Technology’s Potential Acquisition of Lumentum Holdings
13:25 DoorDash’s $17 Billion Acquisition of Instacart
21:07 S&P Global’s CapIQ Possible Separation
29:07 Outro

Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=p
Check out The Special Situations Report here: https://www.thespecialsituationreport.com/

Keywords:
M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks

We’re proud to release this week’s special episode, an interview with our wonderful guest, Jesse Felder. Jesse Felder is an accomplished American investment manager, market analyst, and financial publisher with a distinguished career in finance. He is known for his contrarian leanings and skepticism of popular investment trends.

Jesse began his professional journey at Bear, Stearns & Co. in 1997 and later co-founded a multi-billion-dollar hedge fund firm. In 2005, Felder launched a blog that would later become The Felder Report, a publication featuring his contrarian thoughts and opinions on capital markets. Since June 2017, Felder has been producing and hosting the “Superinvestors and the Art of Worldly Wisdom” podcast, which explores the work and life lessons of some of the financial industry’s most insightful minds.

Our conversation with Jesse centered around a number of fascinating topics, including being a contrarian investor across market cycles and bubbles, the opportunity cost of being bullish and bearish, and the differences in insider activity over the years. We spent quite some time discussing the more recent AI-related bubble, focusing on how the associated technology buildout compares to significant economic buildouts of the past. We also spoke about treasury yields, the bond market, as well as segments of the market that stand out despite the AI craze, such as energy and apparel. We learned so much from this discussion, and we hope our listeners will too.

Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=p

You can find Jesse here: https://thefelderreport.com/

Summary:
In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover four key stories, including the acquisition of the dating app Bumble after a complex debt financing agreement, continued private equity interest in software companies like CCC and Varonis, a sudden C-Suite departure at Supermicro, and an insider transaction at Pepsi that turned out to be the opposite of what we expected.

Chapters:
0:00 Introduction
0:56 The Bumble Acquisition
9:03 The End of the SaaSpocalypse?
15:11 Supermicro CFO Suddenly Leaves
18:00 A Longtime Director of Pepsi Purchases Shares
23:14 Outro

Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=p

Check out The Special Situations Report here: https://www.thespecialsituationreport.com/

Keywords:
M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks

Summary:
In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover three key stories, including the potential acquisition of the toy company Mattel by two possible bidders, an unusual combination of Chipotle and Starbucks, and the generic drugs company Viatris buying the pain-medication-focused company Pacira BioSciences.

Chapters:
0:00 Introduction
1:12 A Potential Bidding War at Mattel
10:05 The Proposed Deal for Chipotle by Starbucks
15:22 Viatris to Acquire Pacira Biosciences
20:18 Outro

Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=p

Check out The Special Situations Report here: https://www.thespecialsituationreport.com/

Keywords:
M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks

Summary:
In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover four key stories, including a potential deal for the healthcare technology company Waystar, a sudden CEO departure at the database company MongoDB, a legal special situation with the biopharma company Liquidia, and the largest stock buyback ever.

Chapters:
0:00 Introduction
1:17 A Special Situations Bonanza at Waystar
9:51 NVIDIA’s Massive Buyback
16:17 An Update on Liquidia
22:46 The MongoDB Sudden C-Suite Departure
27:36 Outro

Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=p

Check out The Special Situations Report here: https://www.thespecialsituationreport.com/

Keywords:
M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks