A Discussion of Merger Arb and Event Driven Trading

 

The podcast hosted by Michael Samuels of Broome Street Capital, According to Sources discusses merger-arb strategies and talks M&A, all with a focus on the news-sources that cover them.

 

Latest Episode

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

 


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