According To Sources
By Michael Samuels
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Category: Investing
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Episodes: 41
Description
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
| Episode | Date |
|---|---|
|
Tiffany / LVMH Xerox/HP
|
Nov 07, 2019 |
|
Investing in Cannabis: One-Year Later
|
Sep 23, 2019 |
|
The Aramark Episode
|
Jun 17, 2019 |
|
Cowen & Co. Merger/Event Strategist Aaron Glick
|
May 21, 2019 |
|
The Anadarko Episode
|
Apr 28, 2019 |
|
M&A Journalism in 2019: Greg Roumeliotis of Reuters News
|
Apr 15, 2019 |
|
Wallachbeth Capital's Event Strategist Team: Brett Buckley & James Dileva
|
Apr 09, 2019 |
|
BMY/CELG, ZAYO, BKS, WBC, RCII , SFLY
|
Mar 11, 2019 |
|
Veda Partners Talks The China Deal + BMY/CELG
|
Feb 27, 2019 |
|
Merger Masters Series: Drew Figdor of TIG Advisors
|
Feb 10, 2019 |
|
Merger Masters Series: John Bader
|
Jan 26, 2019 |
|
Merger Masters Series: John Paulson
|
Jan 21, 2019 |
|
BMY / CELG : 6 Factors Driving The Deal Spread
|
Jan 13, 2019 |
|
Sorting Through The Wreckage: ARNC BKS MLNX MDCA TSRO SHPG IDTI
|
Dec 23, 2018 |
|
"Merger Masters" Series: Roy Behren & Michael Shannon of Westchester Capital
|
Dec 09, 2018 |
|
CNBC Contributor and Author Ron Insana
|
Dec 04, 2018 |
|
"Merger Masters" Series: Karen Finerman of Metropolitan Capital
|
Nov 24, 2018 |
|
Rocky (Caldera) vs. Apollo and the Battle for the Control of AEL
|
Nov 18, 2018 |
|
The Cowen & Co. Merger & Event Team
|
Nov 11, 2018 |
|
"Merger Masters" By Kate Welling & Mario Gabelli: My interview with the Author
|
Nov 04, 2018 |
|
ATHENAHEALTH: My Final Thoughts and Why I Believe RBC Has It Wrong
|
Nov 02, 2018 |
|
Jason Varano of the Nomura Securities Event Desk: DVMT, COL, FOXA, CPB, ATHN, PZZA
|
Oct 22, 2018 |
|
The 7 Questions on the Minds of Deal Speculators
|
Oct 14, 2018 |
|
Barnes & Noble Going Private? Why This Time is Different
|
Oct 05, 2018 |
|
Campbell Soup, Tesla, Athenahealth + My Worst Investing Habits
|
Oct 01, 2018 |
|
Investing in Cannabis: Interview with Sean Stiefel of Navy Capital
|
Sep 23, 2018 |
|
AthenaHealth, Yum China, CBS, AEL & ESL
|
Sep 16, 2018 |
|
Ed Hammond Part II: Why do deals die midway through the process? (EP: 14)
|
Sep 10, 2018 |
|
Ed Hammond Part I / My Thoughts on IDTI (EP:13)
|
Sep 02, 2018 |
|
The Top 10 Most Intriguing Deal Situations (EP:12)
|
Aug 24, 2018 |
|
Whitney Tilson Part II: A Discussion of the Successes and Struggles of Bill Ackman & David Einhorn (EP:11)
|
Aug 19, 2018 |
|
Whitney Tilson Part I: Discussing Tesla + The Origins and Aftermath of Lumber Liquidators (EP:10)
|
Aug 12, 2018 |
|
Scandal in the Chicken Industry: My Interview with Analyst Tim Ramey (EP:09)
|
Aug 05, 2018 |
|
Interview with the Nomura Securities Event Team (EP: 08)
|
Jul 29, 2018 |
|
My Interview with Michael Batnick, author of Big Mistakes (EP: 07)
|
Jul 23, 2018 |
|
Trouble Ahead for Home Healthcare? (EP.06)
|
Jul 15, 2018 |
|
Exploring SYNA /HAIN, NXPI Mailbag (EP.05)
|
Jul 02, 2018 |
|
Kraft for Campbell/Education Realty Trust / DIS/FOXA (EP.04)
|
Jun 25, 2018 |
|
NXPI: The Never-Ending Saga (EP.03)
|
Jun 18, 2018 |
|
Trading the Time Warner Ruling (EP.02)
|
Jun 11, 2018 |
|
Envision Health, Convergys & USG (EP.01)
|
Jun 04, 2018 |