Absolute Return Podcast

#94: $2.1 Billion of Value Lost: Cogeco's Big Mistake

Altice and Rogers Turn Up the Heat on Cogeco as They Increase Their Bid by $800 Million. Why Did Cogeco Reject Such a Lucrative Offer?

 

Paypal to Allow Customers to Buy, Sell and Shop Using Bitcoin. What do Crypto Investors Think of the Initiative?

 

ConocoPhillips to Acquire Concho Resources for $13 Billion. How Are Concho Shareholders Doing in the Deal?

#93: Leadership Chat: Wealth Management with Shawna Perron

Join our discussion with the portfolio manager of Cumberland Private Wealth and host of Take Control of Your Wealth podcast, Shawna Perron, where we talk about wealth management, touching on:

• Her journey to becoming a portfolio manager and what drew her to the industry
• Portfolio management strategies
• Asset allocation in today's market environment
• The future of investment management

 

 

#92: SPAC Attack: Blank Check IPO Issuance Hits Record Pace

SPAC IPOs Reach Fevered Pitch with October Issuance Breaking $10.5 Billion Record. How Much Can this Market Absorb?

First Citizens to Buy CIT Group in $2.1 Billion Bank Merger. Why are Financial Firms Consolidating? 

Alpha + Beta Outperforms as Mutual Funds Struggle to Keep Up. What is Enhanced Indexing and Why Should Investors Consider It?

#91: Morgan Stanley's M&A Spree: $20 Billion in Back-to-Back Deals

Morgan Stanley Continues its Acquisition Spree with $7 Billion Deal for Eaton Vance. Does the White-shoe Wall Street Investment Bank Have More Deals Up its Sleeve?

 

$80 Billion Fintech Company Square Invests $50 Million into Bitcoin. Are Pension Funds Next?

 

Busiest Week in SPAC History with Eleven IPOs Raising $5 billion. Why Have SPACs Gone Wild?

 

Vatican Cardinal Forced to Resign After Getting Caught Trading Forbidden Credit Derivatives. Are Credit Default Swaps a Tool of the Devil?

 

#90: Direct Listings: What Are They and Why Do the Hottest Startups Use Them?

Facebook Co-Founder Takes Asana Public With Direct Listing While Secretive U.S. Data Analytics Firm Palantir Lists Stock, Skipping a Traditional IPO. Why Did They Choose Direct Listings?

Direct-to-Consumer Startup HIMS to Go Public Through a Blank Check Reverse Merger. Should Investors be Buying?

Playboy Returning to Public Markets Through SPAC Deal. What Does the Market Think of This Transaction?

#89: Deals Deals Deals! SPACs Spend While Berkshire Bites

SPAC Switchback Energy to Acquire EV Charging Network ChargePoint in $2.4 Billion Transaction. Have we Reached Peak of the Market for EV SPACs?

 

Berkshire Bites on $600 Million Preferred Financing for E.W. Scripps Acquisition of ION Media. How was this Investment Structured?

 

Blank Check Gores Holdings IV to Combine with United Wholesale Mortgage in Largest SPAC Deal of All Time. What Does the Market Think?

#88: Leadership Chat: Venture Capital and Asset Allocation with Kevin Brent

Join our discussion with the CIO of Bluesky Equities, Kevin Brent, CFA where we talk about venture capital and asset allocation in addition to:

  Kevin's early stages in his investment career

  Investing opportunities in the age of COVID

  His top investment themes and ideas

 

#87: The SPAC Master Returns: Chamath Does Deal for Opendoor

The SPAC Master Returns as Chamath Strikes Deal for Opendoor. What Does the Market Think of this Blank Check Deal?

Snowflake Shares Surge in Biggest Tech IPO of the Year. Does its Valuation Make Sense?

President Trump Bans TikTok as it Works on its Sale to Oracle. How is this Going to Play Out?

#86: Berkshire Hathaway and the Tech IPO: Has Warren Buffett Given Up on Value Investing?

Warren Buffett’s Berkshire Hathaway Subscribes to IPO of Loss-Making Cloud Data Company Snowflake. Have They Given up on Value Investing?

 

LVMH Launches Risky Gambit in a Bid to Reprice Tiffany Deal. Will it Work?

 

Tesla’s Stock Tumbles as its Snubbed for S&P 500 Index Inclusion. What Happened?

#85: M&A 101: The Bear Hug Letter and Unsolicited Takeovers

Altice Announces Unsolicited Offer for Cogeco. Will they Go Hostile?

EV Battery Maker QuantumScape to Go Public Through SPAC Kensington Capital. What Does the Market Think? 

Nord Gold Boosts Hostile Offer for Cardinal Resources by 36% as Bidding War Heats Up. What’s the End Game?