The Special Situations Report

We’re proud to release this week’s special episode, an interview with our wonderful guest, Matthew Peterson. Matthew Peterson is the Managing Partner of Peterson Capital Management, first established in 2011. Matt has been working as a financial professional for two decades. His experience includes working with global financial services firms Goldman Sachs, Morgan Stanley, Merrill Lynch, American Express, and Ameriprise Financial. Prior to forming Peterson Capital Management, LLC and launching Peterson Investment Fund I, LP, Matt split time between Wall Street and London as Capital Markets Manager at Diamond Management and Technology Consultants.

Our conversation with Matt centered around a number of fascinating topics, including options-related strategies, portfolio sizing, and the benefits of running extremely concentrated. We also dived into what makes a value investor, and the struggle between the ideal holding period of “forever” and determining when to sell. We also spoke extensively about international markets such as China and Turkey, and how these markets enable investing in businesses and strategies not typically available to investors in the U.S. 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 Matt at the following locations:
LinkedIn: https://www.linkedin.com/in/matthew-peterson-cfa-100/ 
Website: https://www.petersonfunds.com/

Summary:
In this shortened episode of the Special Situations Report, hosts Asif and Tamanna Suria cover two key stories, including a rumored deal that came to fruition (the acquisition of Caesars Entertainment) and the activist firm JANA Partners doubling down on their stake in Alkami Technology.

Chapters:
0:00 Introduction
1:09 An Overview of the Acquisition of Caesars Entertainment
9:17 JANA Partners' Involvement In Alkami
17:22 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 shortened episode of the Special Situations Report, hosts Asif and Tamanna Suria cover two key stories, including the largest deal announced this year related to two electric utilities that supply power to data centers and a large insider purchase at genetic testing company GeneDx.

Chapters:
0:00 Introduction
1:08 NextEra's Acquisition of Dominion Energy
8:43 Eli Casdin and Keith Meister Both Get Involved With GeneDx
19:25 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 Starz Entertainment, an insider purchase by the Co-Founder and CTO of Hubspot, the activist firm Irenic Capital’s involvement in Hewlett Packard Enterprise, and Thrive Capital’s $100 million investment in Shopify.

Chapters:
0:00 Introduction
1:11 Byron Allen's Interest in STRZ
9:16 Activist Irenic Capital Gets Involved With HPE
14:54 Thrive Capital's Strategic Investment in SHOP
19:03 HubSpot and the Saaspocalypse
24:34 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 surprising bid by the meme stock favorite Gamestop, a deal for Catalyst Pharmaceuticals by an Italian conglomerate, a large buyback at Kontoor Brands, and the contract electronics manufacturer FLEX spinning off its power and cloud portfolio.

Chapters:
0:00 Introduction
1:02 GameStop Makes a Massive Bid for eBay
7:07 Angelini Pharma Acquires Catalyst Pharmaceuticals
11:31 The Fascinating Spinoff at FLEX
24:34 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