Absolute Return Podcast

#80: The Anatomy of a Stock Scam: Kodak's Pivot from Blockchain to COVID

Kodak Stock Surges as it Pivots to COVID Drug Initiative. Should Investors be Buying or is this a Stock Scam?

 

After Sitting Out the Entire Pandemic Bear Market, Leveraged Buyouts Finally Make a Comeback. Why is Private Equity Structurally Pro-Cyclical? 

 

Big Tech Defies Historic Recession with Blockbuster Q2 Results. Are They Recession Resistant?

 

MAEs, Horse-Trading and Deal Repricing: A Discussion on the Forescout Technologies Takeover

#79: Bill Ackman IPOs $4 Billion Blank Check Company as SPACs Boom

Bill Ackman Launches Largest SPAC IPO on Record at $4 Billion. Which Company is he Going to Acquire?

 

Tesla Reports Profitable Quarter as Shares Hit New All-Time High. Will it be Added to the S&P 500? 

 

Consolidation in the Oil Patch: Chevron Buys Noble for $13 Billion. What do Shareholders Think of the Deal?

#78: SPACs Gone Wild: Playbook on Fortress' Deal with MP Materials

Previously Jilted Merger Target Forescout Sees its Stock Surge After it Strikes a New Deal with Private Equity Acquiror Advent. What Led to the Parties Making Amends?

SPAC Fortress Acquisition Clinches Deal with Rare Earths Producer MP Materials. How Did the Market React?

 

Qiagen Stock Hits New Highs After Acquiror Thermo Fisher Sweetens Bid by €1 Billion. Why Are Some Investors Saying it’s Not Enough?

 

Bank Trading Revenue Surges in Q2 as Volatility Spikes. Is the Dramatic Increase in Trading Sustainable?

#77: Leadership Chat: Arbitrage with Mal Spink

Listen to special guest Mal Spink, a seasoned arbitrageur and creator of Merger Arbitrage Limited. In this podcast we discuss:

 

The current environment for M&A

 

Risk management in merger arbitrage

 

Where the best opportunities lie currently

 

Mal's current top merger arbitrage investment

#76: Warren Buffett's $10 Billion Bet: Is he Anti-ESG?

Warren Buffett Finally Makes a Move as Berkshire Strikes $10 Billion Deal. Does this Acquisition Signal that Buffett is Anti-ESG?

Chinese Stocks Enter into Bubble Territory After State-Directed Speculative Rally. Is the Stock Surge Justified?

Rival Investor Group Emerges With Higher Bid for Torstar. Is this the Start of a Bidding War?

#75: SPAC Deals: Which Are Hot and Which Are Not?

SPAC Landcadia Holdings Announces Merger with Golden Nugget Online Gaming. What Does the Market Think? 

Lululemon to Acquire At-Home Fitness Startup Mirror for $500 Million. What are They Buying it?

Hedge Fund Manager John Paulson, Who Implemented the “Greatest Trade Ever”, Retires. What are his Plans?

#74: Stock Market Celebs: Is Kanye West Worth $1 Billion?

Gap Strikes Deal with Rapper Kanye West for Yeezy Brand. Why Did its Value Increase by $1 Billion?

Supermarket Operator Albertsons Finally Goes Public After Two Failed Attempts. Is Third Try the Charm?

Gym Franchise F45 Training Announces Go-Public Transaction with SPAC Crescent Acquisition. Should Investors be Buying?

Heads I Win, Tails I Still Win:  A Discussion on Low-Risk Investing with SPAC Arbitrage

#73: Stock Fraud: What to do When a Company is Accused of Misconduct

High-Flying German FinTech Wirecard Crashes Amidst Allegations of Fraud. What Should Investors do if they are Long?

SPAC Tortoise Acquisition Speeds Ahead as it Announces Merger with Hyliion. Why Did the Stock Surge?

Royalty Pharma Stock Dazzles in its Debut as the Largest IPO of the Year. Why Were Investors so Keen to Buy?

A Discussion on How to Vaccinate your Investment Portfolio with Arbitrage

#72: Speculators Get Rich Piling into Bankrupt Stocks. Should You Follow?

Amateur Investors Pile Into Stock of Bankrupt Companies as Share Prices Skyrocket. Should You Follow Them?

Amsterdam-Based Food Delivery Company Just Eat Takeaway Announces Acquisition of GrubHub for $7.3 Billion. Why Didn’t Uber Buy the Company?

Electric Vehicle Maker Nikola Motors Closed its Business Combination with a SPAC and its Stock Surged. Is it the Next Tesla?

Shopping Mall Company Simon Sues to try to Wriggle Out of its Acquisition of Taubman. 

What are its Odds of Success?

#71: M&A 101: When Mergers Hit Turbulence

IPOs are Scorching Hot as ZoomInfo and Warner Music Soar in their Market Debuts. Does This Confirm the Coronavirus Bear Market is Over?

Tiffany Shares Thrown into the Discount Bin as LVMH Briefly Reconsiders the Deal. Why Did the Buyer Want to Cut the Price?

Guyana Goldfields Receives Another Unsolicited Offer as the Bidding War Continues. What Will Happen Next?