Latest Comcast Podcast Episodes
Tiffany / LVMH Xerox/HP
According To Sources - November 07, 2019 02:38 - 31 minutes ★★★★★ - 45 ratingsI'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.
Investing in Cannabis: One-Year Later
According To Sources - September 23, 2019 17:55 - 35 minutes ★★★★★ - 45 ratings.
The Aramark Episode
According To Sources - June 17, 2019 00:33 - 1 hour ★★★★★ - 45 ratingsFollowing 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 J...
Cowen & Co. Merger/Event Strategist Aaron Glick
According To Sources - May 21, 2019 03:11 - 46 minutes ★★★★★ - 45 ratingsAaron 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
The Anadarko Episode
According To Sources - April 28, 2019 17:56 - 39 minutes ★★★★★ - 45 ratingsI'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 dis...
M&A Journalism in 2019: Greg Roumeliotis of Reuters News
According To Sources - April 15, 2019 20:22 - 53 minutes ★★★★★ - 45 ratingsAPC/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 car...
Wallachbeth Capital's Event Strategist Team: Brett Buckley & James Dileva
According To Sources - April 09, 2019 02:24 - 44 minutes ★★★★★ - 45 ratingsOn 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
BMY/CELG, ZAYO, BKS, WBC, RCII , SFLY
According To Sources - March 11, 2019 01:42 - 16 minutes ★★★★★ - 45 ratingsAfter 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
Veda Partners Talks The China Deal + BMY/CELG
According To Sources - February 27, 2019 22:06 - 30 minutes ★★★★★ - 45 ratingsThe 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...
Merger Masters Series: Drew Figdor of TIG Advisors
According To Sources - February 10, 2019 21:55 - 43 minutes ★★★★★ - 45 ratingsThe 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 a...
Merger Masters Series: John Bader
According To Sources - January 26, 2019 12:11 - 46 minutes ★★★★★ - 45 ratingsThe 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 Examini...
Merger Masters Series: John Paulson
According To Sources - January 21, 2019 15:21 - 1 hour ★★★★★ - 45 ratingsINTRO: 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 Sho...
BMY / CELG : 6 Factors Driving The Deal Spread
According To Sources - January 13, 2019 14:39 - 16 minutes ★★★★★ - 45 ratingsOn 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
Sorting Through The Wreckage: ARNC BKS MLNX MDCA TSRO SHPG IDTI
According To Sources - December 23, 2018 17:01 - 22 minutes ★★★★★ - 45 ratingsWall 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 condit...
"Merger Masters" Series: Roy Behren & Michael Shannon of Westchester Capital
According To Sources - December 09, 2018 15:21 - 41 minutes ★★★★★ - 45 ratingsIn 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 port...
CNBC Contributor and Author Ron Insana
According To Sources - December 04, 2018 17:16 - 31 minutes ★★★★★ - 45 ratingsSteven 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...
"Merger Masters" Series: Karen Finerman of Metropolitan Capital
According To Sources - November 24, 2018 15:45 - 47 minutes ★★★★★ - 45 ratingsInspired 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 recen...
Rocky (Caldera) vs. Apollo and the Battle for the Control of AEL
According To Sources - November 18, 2018 11:13 - 39 minutes ★★★★★ - 45 ratingsSujeet 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 it...
The Cowen & Co. Merger & Event Team
According To Sources - November 11, 2018 23:28 - 44 minutes ★★★★★ - 45 ratingsAaron 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 w...
"Merger Masters" By Kate Welling & Mario Gabelli: My interview with the Author
According To Sources - November 04, 2018 20:34 - 51 minutes ★★★★★ - 45 ratingsPaul 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 indu...
ATHENAHEALTH: My Final Thoughts and Why I Believe RBC Has It Wrong
According To Sources - November 02, 2018 14:00 - 8 minutes ★★★★★ - 45 ratingsA 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.
Jason Varano of the Nomura Securities Event Desk: DVMT, COL, FOXA, CPB, ATHN, PZZA
According To Sources - October 22, 2018 08:05 - 47 minutes ★★★★★ - 45 ratingsIn 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 Chin...
The 7 Questions on the Minds of Deal Speculators
According To Sources - October 14, 2018 21:01 - 23 minutes ★★★★★ - 45 ratingsWhat 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....
Barnes & Noble Going Private? Why This Time is Different
According To Sources - October 05, 2018 21:31 - 29 minutes ★★★★★ - 45 ratingsJohn 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? ...
Campbell Soup, Tesla, Athenahealth + My Worst Investing Habits
According To Sources - October 01, 2018 01:00 - 20 minutes ★★★★★ - 45 ratingsTesla: 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 rest...
Investing in Cannabis: Interview with Sean Stiefel of Navy Capital
According To Sources - September 23, 2018 22:00 - 40 minutes ★★★★★ - 45 ratingsOn 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 wil...
AthenaHealth, Yum China, CBS, AEL & ESL
According To Sources - September 16, 2018 20:00 - 17 minutes ★★★★★ - 45 ratingsAthenahealth 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 ...
Ed Hammond Part II: Why do deals die midway through the process? (EP: 14)
According To Sources - September 10, 2018 02:30 - 31 minutes ★★★★★ - 45 ratingsIn 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 y...
Ed Hammond Part I / My Thoughts on IDTI (EP:13)
According To Sources - September 02, 2018 16:00 - 41 minutes ★★★★★ - 45 ratingsThe 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 dis...
Ed Hammond Part I / My Thoughts on IDTI (EP:13)
According To Sources - September 02, 2018 16:00 - 41 minutes ★★★★★ - 45 ratingsThe 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 dis...