The Special Situations Report – Details, episodes & analysis

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The Special Situations Report

Inside Arbitrage

Business

Frequency: 1 episode/7d. Total Eps: 19

A weekly roundup of the most significant event-driven and special situations news, with notable guests every month! Brought to you by your hosts Asif Suria and Tamanna Suria, The Special Situations Report is a podcast powered by Inside Arbitrage.

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https://www.insidearbitrage.com/
4 shares
https://stockspinoffinvesting.com/
2 shares
https://seekingalpha.com/author/chris-demuth-jr
2 shares

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Score global : 52%

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Differentiating Toxic Waste and Spinoff Deep Dives with Rich Howe – The Special Situations Report Episode #19

Season 1 · Episode 19

Monday, May 19, 2025 • Duration 01:03:30

We’re proud to release this week’s special episode, our second-ever interview with our wonderful guest, Rich Howe. Rich is best known for his extensive research on special situations, with a focus on spinoffs. Viewers may recognize Rich from his newsletters and detailed write-ups on various special situations he publishes via his site, Stock Spinoff Investing. Rich also has an excellent podcast of his own.

Our conversation with Rich spanned multiple fascinating topics – ranging from investing background, attractive strategies, investments that worked out well like the South African thermal coal company Thungela Resources, key catalysts for spinoffs, differentiating valuable companies from toxic waste, and so much more. We also dived deep into two particular spinoffs – Resolute’s spinoff from CompoSecure and the final separation of the Starz business and Lionsgate. We learned so much from this discussion and we hope our listeners will too. Next week’s episode will cover the past week’s special situations activity as per usual, and also include any important announcements from this week as well.

Check out InsideArbitrage here: https://www.insidearbitrage.com/

Check out Rich Howe and Stock Spinoff Investing here: https://stockspinoffinvesting.com/ and https://x.com/stockspinoffss

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Warren Buffet and the Future of Berkshire – The Special Situations Report Episode #18

Season 1 · Episode 18

Monday, May 12, 2025 • Duration 34:46

This week we discuss:

A big spike in M&A activity last week with six new deals announced including the acquisition of Sketchers (SKX) by the Brazilian PE firm 3G Capital
The Beacon Roofing Supply - QXO (QXO) deal reaching the finish line
A downward revision in the amount of consideration Akoya Biosciences (AKYA) investors will receive when Quanterix (QTRX) acquires them
The confirmation of a rumored deal when Merck KGaA announced the acquisition of SpringWorks Therapeutics (SWTX)
Sony Group's (SNE) decision to spinoff its semiconductor business
The chapter 11 bankruptcy of Weight Watchers
Large stock buybacks by GoDaddy (GDDY), Align Technology (ALGN), Lyft (LYFT) and Turtle Beach (TBCH)
A potential double dipper situation with Select Medical Holdings (SEM) where the company intends to buyback stock and insiders are also buying stock at the same time
A rare insider purchase of Tesla (TSLA) by its Director Joseph Gebbia, who is also a co-founder of Airbnb (ABNB)
An unusual situation where a director of a company in the middle of an acquisition, Alumis (), purchases shares

Busted Biotechs and Pricing Risk with Chris DeMuth Jr. – The Special Situations Report Episode #17

Season 1 · Episode 17

Monday, May 5, 2025 • Duration 01:19:12

This week’s special episode is our long-awaited first interview, with our wonderful guest, Chris DeMuth Jr. Chris DeMuth Jr founded Rangeley Capital in 2007 in order to exploit the seams between other hedge funds’ mandates. He also runs the investing group Sifting the World, in which he shares his best ideas, deep research, extensive resources and real time updates as investments play out. You may also recognize Chris from his fitness subtract Vale Tudo or his various appearances on Andrew Walker’s Yet Another Value Podcast.

Our conversation with Chris spanned multiple fascinating topics – ranging from investing philosophies, portfolio sizing, merger arbitrage, understanding risk, busted biotechs, fitness achievements, and so much more. We learned so much from this discussion and we hope our listeners will too. Next week’s episode will cover the past week’s special situations activity as per usual, and also include any important announcements from this week as well.

Check out InsideArbitrage here: https://www.insidearbitrage.com/

Check out Chris DeMuth Jr.’s here: https://seekingalpha.com/author/chris-demuth-jr

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A Potential Bidding War for Guess - The Special Situations Report Episode #16

Season 1 · Episode 16

Monday, April 28, 2025 • Duration 25:27

Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. They begin with a potential rival offer by Authentic Brands to acquire Guess instead of WHP Global and cover an announcement from Alumis regarding a better offer for their acquisition of Acelyrin. Asif and Tamanna then dive into the spinoff of ABB’s robotics segment and cover some notable buybacks from the week at companies such as Google, Equifax, Medpace, and more. They then highlight a very fascinating insider purchase at an especially unique company, Lindblad Expeditions, and also cover some interesting activist activity at Harley-Davidson and Bausch Health by H Partners and Carl Icahn respectively. The episode concludes with a discussion of key management transitions at Avanos Medical and Match Group.Keywords:M&A, tariffs, merger arbitrage, Carl Icahn, bidding war, competing offers, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, failed mergers, management transitions, special situations, event-driven investing, markets, stocks

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Bill Ackman Builds a Stake in Hertz - The Special Situations Report Episode #15

Season 1 · Episode 15

Monday, April 21, 2025 • Duration 24:53

Summary:

In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. They begin with a discussion of a rumored deal between Theratechnologies and Future Pak and also provide an update on the Acelryin and Alumis deal discussed in prior episodes. Asif and Tamanna then cover notable buybacks at companies such as Goldman Sachs, which also saw some interesting insider activity. The episode also highlights two incredibly unique insider purchases at Fitlife Brands and Nutex, both of which serve as fascinating signals. The episode concludes with a discussion of activist activity at Hertz, HPE, and Harley-Davidson and a look at some notable C-Suite transitions in a relatively quiet week.

Keywords:

M&A, tariffs, merger arbitrage, contingent value rights, CVRs, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, failed mergers, management transitions, special situations, event-driven investing, markets, stocks

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Gamestop CEO Buys Shares And Continued Market Turmoil - The Special Situations Report Episode #14

Season 1 · Episode 14

Monday, April 14, 2025 • Duration 33:55

There were two mistakes made during the recording of this podcast and our corrections are as follows:

At 10:41, we mistakenly say Gen Digital’s stock price closed at $84.41. However, we instead meant to say that MoneyLion’s stock price closed at $85.41.
At 16:12, we mistakenly note that Broadcom’s stock price is up 117% in the last five years when in reality it is up by roughly 580%.

Summary:

In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. They once again revisit the US Steel and Nippon Steel deal, diving deep into the various updates and news reports that were released this week and how the deal’s spread has changed over time. Asif and Tamanna also discuss contingent value rights in mergers and acquisitions, with a particular focus on the unique CVR in the GenDigital and MoneyLion acquisition. The episode then highlights the unusual surge in insider buying following the recent market weakness, and features key insider transactions at Sinclair and Gamestop. The episode concludes with a look at a few important C-Suite transitions, at companies including Harley-Davidson and CVS.

Keywords:

M&A, tariffs, merger arbitrage, contingent value rights, CVRs, poison pills, hostile acquisitions, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, failed mergers, management transitions, special situations, event-driven investing, markets, stocks

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Tariffs and Their Impact on The Special Situations Space - The Special Situations Report Episode 13

Season 1 · Episode 13

Monday, April 7, 2025 • Duration 29:11

Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The episode begins with a discussion of arguably the most important piece of financial news this week - the Trump tariffs. Asif and Tamanna dive into how the tariffs may impact all sorts of companies and special situations activity, with a special focus on the M&A landscape. The episode continues with an analysis of recently announced M&A deals, including the acquisition of Mr. Cooper by Rocket Companies. Asif and Tamanna also explore the completed Angi spinoff from IAC, a buyback at the banking software company nCino, and notable insider and activist activity. The episode concludes with a look at two key C-Suite transitions, including Macy's CFO departing from his position.Keywords:M&A, tariffs, merger arbitrage, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, failed mergers, management transitions, special situations, event-driven investing, markets, stocks

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Dun & Bradstreet Acquistion Breathes New Life Into Cannae - The Special Situations Report Episode #12

Season 1 · Episode 12

Monday, March 31, 2025 • Duration 27:29

Summary:

In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The episode begins with an examination of recent significant M&A, including the acquisition of Dun & Bradstreet by Clear Lake Capital and the bankruptcy of 23andMe following the failed acquisition by the company's CEO. Tamanna and Asif then dive into corporate spinoffs, revisiting Honeywell's business divisions (specifically the Advanced Materials business) and the value-destroying sale of Dollar Tree's Family Dollar chain. The episode then covers two significant insider purchases at Sinclair and Globalstar, and also covers a few key buybacks - including a large buyback at Cannae that was tied to the Dun & Bradstreet acquisition. The episode concludes with a fascinating C-Suite transition and slew of other special situations activity at Crown Castle.

Keywords:

M&A, merger arbitrage, insider buying, insider sales, buybacks, restructuring, bankruptcy, C-suite transitions, spinoffs, activists, takeover, failed mergers, management transitions, special situations, event-driven investing, markets, stocks

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The QXO and Beacon Roofing Supply Deal Comes Through - The Special Situations Report Episode #11

Season 1 · Episode 11

Monday, March 24, 2025 • Duration 30:52

Summary:

In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. In this M&A and buyback heavy week, they dive into some of the week's top mergers and acquisition news – most notably, the conclusion of the QXO and Beacon Roofing Supply battle. Other key pieces of M&A activity include a potential bid for Guess, an ongoing family feud in relation to Lifeway Foods, the completion of the First Financial Northwest liquidation, and more. The episode continues with Asif and Tamanna exploring the Comcast media business spinoff and Starboard Value’s stance on the 3D printing company Autodesk. Lastly, the episode concludes with a discussion of a key insider sale at Apollo Global and shocking management transition at Green Brick Partners.

Keywords:

M&A, merger arbitrage, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, takeover, hostile bids, poision pills, failed mergers, management transitions, special situations, event-driven investing, markets, stocks

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A Surge in Special Situations Activity - The Special Situations Report Episode #10

Season 1 · Episode 10

Monday, March 17, 2025 • Duration 24:27

Summary:

In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. In this particularly event-driven heavy week, they dive into some of the week's top mergers and acquisitions - including updates regarding the Beacon Roofing Supply and QXO hostile takeover, the acquisition of Redfin by Rocket Companies, the biotech Acelyrin adopting a poison pill provision to fend off Tang Capital Partners, and more. They also explore some major C-Suite level changes at companies such as Intel and Asana. The episode also highlights elevated insider buying, with a special focus on purchases at the bank First Citizens. The episode then concludes with an overview of two major buyback announcements at American Eagle Outfitters and Churchill Downs.

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The Special Situations Report – Details, episodes & analysis

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The Special Situations Report – Details, episodes & analysis

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