According To Sources
Michael Samuels
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Top 10 According To Sources Episodes
Goodpods has curated a list of the 10 best According To Sources episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to According To Sources for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite According To Sources episode by adding your comments to the episode page.
Cowen & Co. Merger/Event Strategist Aaron Glick
According To Sources
05/21/19 • 46 min
Aaron 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
M&A Journalism in 2019: Greg Roumeliotis of Reuters News
According To Sources
04/15/19 • 53 min
APC/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 career with Reuters news covering deals and deal speculation. We discuss "bad" journalism, competition among peers and dig into why media intervention can often disrupt the entire deal process.
BMY/CELG, ZAYO, BKS, WBC, RCII , SFLY
According To Sources
03/11/19 • 16 min
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
Veda Partners Talks The China Deal + BMY/CELG
According To Sources
02/27/19 • 30 min
The 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 thoughts on BMY/CELG
Merger Masters Series: John Bader
According To Sources
01/26/19 • 46 min
The 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 Examining new deals
24:25: ABBV/SHPG
27:35: Avoiding "scary" industires
35:25: Activism
36:15 Five questions for John Bader
Sorting Through The Wreckage: ARNC BKS MLNX MDCA TSRO SHPG IDTI
According To Sources
12/23/18 • 22 min
Wall 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 conditions.
Disclaimer: This is not investment advice and should not be treated so. The contents of the podcast are the opinions of Michael Samuels, Broome Street Capital, and According to Sources
"Merger Masters" Series: Karen Finerman of Metropolitan Capital
According To Sources
11/24/18 • 47 min
Inspired 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 recent years AVOIDED the merger-arb world, despite beginning her career there. She discusses the future of women in finance, and recounts with vivid detail the painful collapse of the UAL buyout in 1989, and what lessons were learned from it.
Rocky (Caldera) vs. Apollo and the Battle for the Control of AEL
According To Sources
11/18/18 • 39 min
Sujeet 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 itself up for sale and has attracted a number of bidders. Athene is also a defendant in the suit.
Caldera accused the defendants of “disparaging Caldera in the marketplace, issuing commercial and legal threats to those doing or considering business with Caldera and filing sham litigation in domestic and foreign fora”. Caldera is asking for at least $1.5bn in damages.
Sujeet joined me last week to update and discuss this ongoing dispute in what I regard as one of Wall St. most under-the-radar dramas...
"Merger Masters" By Kate Welling & Mario Gabelli: My interview with the Author
According To Sources
11/04/18 • 51 min
Paul 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 industry, infamous deals gone both right and wrong, and revisits the effect Ivan Boesky had on the industry.
The Aramark Episode
According To Sources
06/17/19 • 70 min
Following 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 Jana stake in ELY.
Other companies mentioned include RRGB, QURE, CIR and BKS
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FAQ
How many episodes does According To Sources have?
According To Sources currently has 41 episodes available.
What topics does According To Sources cover?
The podcast is about Stock Market, Stocks, Business, Podcasts, Podcast, Disney and Investing.
What is the most popular episode on According To Sources?
The episode title 'Investing in Cannabis: One-Year Later' is the most popular.
What is the average episode length on According To Sources?
The average episode length on According To Sources is 34 minutes.
How often are episodes of According To Sources released?
Episodes of According To Sources are typically released every 7 days, 11 hours.
When was the first episode of According To Sources?
The first episode of According To Sources was released on Jun 4, 2018.
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