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According to Sources

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United States

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English

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9175961333


Episodes

AthenaHealth, Yum China, CBS, AEL & ESL

9/16/2018
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Athenahealth shares have tumbled following recent media coverage that strategics such as UNH and Cerner are walking away from the process. Perhaps Elliott buying ATHN isn't the best-case-scenario for investors, but it's still a scenario that is worth examining. Yum China plummeted to $30 last week after headlines that Hillhouse is ending its pursuit, but is the process truly over? CBS: Is it now in play?

Duration:00:17:12

Ed Hammond Part II: Why do deals die midway through the process? (EP: 14)

9/9/2018
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In part II of my interview with Bloomberg M&A reporter Ed Hammond, we discuss how deals can get off the ground, and why so many times the process can die out midway through. In "Five Questions" I ask Ed "What's the biggest deal that's NEVER happened?" ..."Has anyone ever approached you with a bribe to reveal information?"...and "What's the most UNUSUAL way you've come across a scoop?"

Duration:00:31:45

Interview With Bloomberg M&A Reporter Ed Hammon Part I / My Thoughts on IDTI (EP:13)

9/2/2018
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The event space is littered on a daily basis with rumors of deals and activism, the overwhelming majority of which are false. In Part 1 of what I consider to be a MUST-LISTEN interview, Bloomberg M&A reporter Ed Hammond explains the role journalists play in the deal-process. We discuss how incorrect journalism, for example the Nokia for Juniper story, makes it to press ONLY to be quickly refuted. And lastly we talk sources and their motivations, which can range from vanity, to humanity...to...

Duration:00:41:02

The Top 10 Most Intriguing Deal Situations (EP:12)

8/24/2018
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As it's Episode 12, it's time for a quarterly review. I examine the the Top 10 most intriguing situations in the world of deals, activism and merger arbitrage. Companies discussed include Yum China, Tribune, Mattel, Nielson & Arconic.

Duration:00:21:30

Whitney Tilson Part II: A Discussion of the Successes and Struggles of Bill Ackman & David Einhorn (EP:11)

8/19/2018
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Segment 1: I reveal my biggest holding, and what I believe to be the most intriguing deal situation on the board. Segment 2: Lehman Brothers. Allied Capital. Green Mountain Coffee. There was a moment in time where if David Einhorn shorted a stock, it was regarded as a possible death sentence for the shares. However, for both Einhorn and contemporary Bill Ackman, the last few years have proven to be difficult. In part II of my interview with Whitney Tilson, we discuss these two legendary...

Duration:00:30:07

Whitney Tilson Part I: Discussing Tesla + The Origins and Aftermath of Lumber Liquidators (EP:10)

8/12/2018
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Decoding the Short of the Decade: The origins, details, risks and aftermath of perhaps this decade's greatest short: Lumber Liquidators. I sit down with Whitney Tilson to discuss the process, and talk a little Tesla.

Duration:00:28:34

Scandal in the Chicken Industry: My Interview with Analyst Tim Ramey (EP:09)

8/5/2018
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Shares of Eli Lilly have exploded 14% since their announcment to spin-out its animal health division "Elanco". However, one of Elanco's divisons, Agri Stats, is at the heart of one of the largest class-action lawsuits in the country. If found guilty Elanco could face billions in damages. In this episode I interview Tim Ramey, analyst at Pivotal Research, who downgraded Tyson Foods in 2016 an lowered his price target from $100 to $40 after reading the accusations involving Agri Stats. Not...

Duration:00:25:23

Scandal in the Chicken / Pork Industry: My Interview with Analyst Tim Ramey

8/3/2018
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Shares of Eli Lilly have exploded 14% since their announcment to spin-out its animal health division "Elanco". However, one of Elanco's divisons, Agri Stats, is at the heart of one of the largest class-action lawsuits in the country. If found guilty Elanco could face billions in damages. In this episode I interview Tim Ramey, analyst at Pivotal Research, who downgraded Tyson Foods in 2014 and lowered his price target from $100 to $40 after reading the accusations involving Agri Stats. Not...

Duration:00:25:53

Interview with the Nomura Securities Event Team (EP: 08)

7/29/2018
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In this in-depth interview, Jason Varano, Executive Director at Nomura Securities who focuses on Special Situations / Risk-Arbitrage sits down to discuss NXPI/QCOM, AABA/BABA, DVMT/VMW, AKRX and a little CBS/VIAB (the interview was conducted July 26th, the day before the New Yorker article on Moonves) Time Cues: Open: Why I'm short CBS 3:47: NXPI/QCOM 16:47: AABA/BABA 21:00 DVMT/VMW 27:00 AKRX 33:00 CBS/VIAB 35:00 5 QUESTIONS

Duration:00:42:45

My Interview with Michael Batnick, author of Big Mistakes (EP: 07)

7/22/2018
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I sit down with Michael Batnick, author of "Big Mistakes: The Best Investors and Their Worst Investments." Some of Wall Street's greatest missteps are well documented: Bill Ackman's attempt at activism in JC Penny, or Warren Buffet's go-around with Salomon Brothers are two famous examples. However the great investors of the 19th, 20th and 21st centuries ALL have their own investment blunders. Some went on to thrive after, while others called it quits. Michael Batnick and I spend 30 minutes...

Duration:00:41:02

Trouble Ahead for Home Healthcare? (EP.06)

7/15/2018
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A recent change at the CMS (Center for Medicare and Medicaid Services) is going to revise the way medicare pays the HHA's (Home Health Agencies) starting in 2020. One of healthcare's hottest subsectors has seen AMED rise 71% ytd, LHCG +40%, and EHC +38%. However not all HHA's are created equal, and Spencer Pearlman of Veda Partners explains how EHC's revenue stream is MOST at risk.

Duration:00:32:31

Exploring SYNA /HAIN, NXPI Mailbag (EP.05)

7/2/2018
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Hedge fund manager Michael Samuels of Broome Street Capital explores the latest deal situation at Synaptics (SYNA) and examines what the future could hold for Hain Celestial Group (HAIN) now that Irwin Simon is out. Lastly an NXPI update and answers to some twitter questions. TWITER: @accordtosources

Duration:00:17:08

Kraft for Campbell/Education Realty Trust / DIS/FOXA (EP.04)

6/24/2018
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This week on According to Sources, I analyze why the Kraft Foods for Campbell Soup story seems to be fairly weak. I explain how a lesson from the past can be a guide for trading Education Realty Trust (EDR). And in my interview with Joshua Goldberg, we do a deep dive into trading Disney / Comcast/ 21st Century Fox, and revisit NXPI/Qualcomm tweet me @accordtosources

Duration:00:36:08

NXPI: The Never-Ending Saga (EP.03)

6/18/2018
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Henrietta Treyz of Veda Partners joins According to Sources to discuss the important upcoming dates for clarity regarding ZTE sanctions. She handicaps the odds for the Rubio/Schumer bill as it stands in the senate, and I give my take on trading NXPI twitter: @accordtosources email: msamuels8@bloomberg.net

Duration:00:24:49

Trading the Time Warner Ruling (EP.02)

6/11/2018
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According to Sources devotes the entire episode to trading strategies ahead of AT&T/Time Warner ruling on June 12. Questions such as "is AT&T a short on both outcomes?" and "where should foxa trade on win/loss?" will be addressed along with many others. Hosted by Mike Samuels, portfolio manager of Broome Street Capital, an event-driven hedge fund focused on merger-arb and m&a. This week's guest: A california-based portfolio manager who oversees close to 900mm in aum. He weighs in on...

Duration:00:22:05

Envision Health, Convergys & USG (EP.01)

6/3/2018
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In episode one, i examine why i'm so skeptical of a EVHC takeover. In segment two, I explain why i think Convergys (CVG) will yield Elliott Associates another winner. And in segment three i examine why USG is the safest long on my board

Duration:00:15:19