According To Source
According to Sources is a podcast hosted by Michael Samuels of Broome Street Capital, discussing merger-arb strategies and talks M&A, all with a focus on the news-sources that cover them.
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Episodes
Monday Oct 29, 2018
Monday Oct 29, 2018
In what I consider to be one of the best interviews thus far on According to Sources, Jason and I do a deep-dive into the situation between DVMT, VMW and Carl Icahn. What are the downside risks? Has Carl Icahn lost a step in recent years? What could a Rockwell Collins block from China mean for the entire merger-arb space? Does Dan Loeb stand ANY chance of winning the CPB board? We discuss these issues and much more.