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

Tiffany/LVMH XRX/HPQ

I'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.

 


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Generating outsized returns by focusing on “valuation disconnects.

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