• Episode 8:

    Interview with Asif Suria

    In the 8th episode of Investing With The Whales, I interview Asif Suria from InsideArbitrage.com (https://twitter.com/AsifSuria).

     

    Topics discussed: different event-driven strategies, insidearbitrage.com service, merger arbitrage, M&A trends, M&A timelines, Thomas Bravo, P/E cycle, the spread trend, merger arbitrage funds, biotech deals, JetBlue / Spirit Airlines deal, deal rumors, spin-offs strategy, shorting SPACs, SPACs bubble, insider buying, corporate buybacks, stock-based compensation.

     

    Stocks discussed in detail: MSFT / ATVI, OSH, JBLU / SAVE, WE, CRM

     

    Stocks mentioned: GSMG, FORG, WWE, MANU, SGEN, INTC / MBLY, DM, APPH, HUMA, PGY, KIND, SOFI, ASTS, LGF, NRDY, ASAN, CAR, AZO, META