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 : 6 Factors Driving The Deal Spread

On 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



Generating outsized returns by focusing on “valuation disconnects.


Connect with Michael Samuels of Broome Street Capital