Absolute Return Podcast

#54: Sprint Stock Nearly Doubles This Week. Will T-Mobile Finally Close This Deal?

Judge Approves T-Mobile’s Merger with Sprint. After Two Years in Limbo, Will this Deal Finally Close? 

U.S. Federal Trade Commission Cracks Down on M&A by the Largest Tech Companies. Will this Slow Deal Activity?

Simon Announces Acquisition of Taubman in a Mega-Mall Merger. Why are they Betting Big on Shopping Malls?

A Discussion on the Next Frontier in Investment Management: Alpha + Beta.

#53: Leadership Chat: Steve Feick, the Investor-Operator

Listen to Special guest Steve Feick, Vice President of Special Projects at the Mancal Corporation and President of Mancal Coal.

Mancal is one of the most successful private companies in Western Canada and is involved in industries including oil and gas exploration, mineral exploration, construction, real estate development, and venture capital and merchant banking.

Today we'll cover:

-Steve’s capital allocation strategy

-Top investment opportunities in today's environment

#52: Tesla Stock in Ludicrous Mode: Game Changer or Terminal Short?

Tesla’s Stock Shifts into “Ludicrous Mode” as it Hits $968 Per Share. What’s the Driving Force Behind the Share Rally?

Intercontinental Exchange Makes Takeover Offer for eBay. Why Did the Market Hate this Deal?

Spotify Buys Podcast Company The Ringer. What’s the Strategic Rationale?

Value Stocks Stage Brief, Face-Ripping Rally. Is a New Cycle of Outperformance Set to Begin?

#51: Did Warren Buffett Throw in the Towel on the Newspaper Business?

Warren Buffett’s Berkshire Hathaway Sells its Newspaper Business to Lee Enterprises. Is Buffett Really Throwing in the Towel on Newspapers?

Volkswagen Makes Play for Navistar in a Bid to Consolidate the Trucking Industry. What’s Their M&A Strategy?

Casino Operator Penn National Invests $136 Million in Sports Media Brand Barstool Sports. What Makes the Deal Structure so Interesting?

Amazon Rejoins the $1-Trillion Market Cap Club as its Stock Hits a New All-Time High. Why Did the Shares Rally?

#50: Leadership Chat: W. Brett Wilson, Redefining Success

W. Brett Wilson is an entrepreneur, philanthropist, FirstEnergy co-founder, former Dragon's Den star, and owner of the Nashville Predators. He offers his unique insights on:

 

-investment opportunities, career tips for entrepreneurs, how he supports entrepreneurship and start-ups;

-his view on how to define success;

-his keys to success in business as well as in life

#49: Contagion: Should Investors be Concerned About the Coronavirus?

Coronavirus Roils Markets as the Outbreak Spreads. Should Investors be Concerned?

Xerox Plans Proxy Battle to Take Control of Rival HP. What is Their Goal?

Tesla’s Market Capitalization Hits $100 Billion to Become the Second Most Valuable Auto Group. Why Has the Stock Tripled?

Bank of Canada Leaves Door Open for a Rate Cut. What Does the Market Think?

#48: Casper Files for IPO. Should Investors Ghost This Deal?

WESCO Wins Bidding War for Anixter at $100 Per Share. Who’s the Real Winner?

Recent IPO Troubles Don’t Spook Casper as Mattress Company Files for IPO. Should Investors Ghost this Deal?

U.S. and China Strike Phase One Trade Deal. What Does the Agreement Entail?

Visa Acquires Fintech Startup Plaid for $5.3 Billion. What’s the Strategic Rationale?

#47: M&A 101: When Hostile Takeovers Go Friendly

Hudson’s Bay Chairman Settles With Shareholder Activists, Raises Bid to $11.00. Does This Mark an End to the Saga?

HP Rejects Xerox Approach After Financing Secured. What’s Next?

Softbank’s Vision Fund Continues to Struggle After Zume Pizza Crumbles. Does This Call into Question its Investment Process?

Jobs: Canada Beats While U.S. Misses. What’s the Story Behind the Numbers?

#46: The Stock Market's Valuation Hits a Record High. Is it Time to Diversify?

Stock Indices Have Banner Year as Valuations Hit All-Time Highs. Is it Time to Diversify?

WESCO Starts Bidding War for Anixter, Topping PE Firm CD&R. How High Can it Go?

Satellite Company MDA Sells to Canadian Investor Group for $1 Billion. Why are They Buying It?

U.S. Military Kills Iran’s Powerful Military Commander Qasem Soleimani by Air Strike in Iraq. What Are the Market Implications?

#45: Lower For Longer: Will Today's Dovish Central Banks Ever Hike Interest Rates?

Rock Bottom Interest Rates to Remain as the Fed and ECB Keep Rates Steady. Will They Ever Hike?

Legendary Central Banker Paul Volcker Passes Away While BoC Governor Stephen Poloz Passes the Torch. Who’s Up Next at the Bank of Canada?

Saudi Aramco Hits 2 Trillion Valuation After IPO. Was its Price Manipulated?

Boris Johnson Wins UK Election, Declaring Brexit a Certainty. But Will it Actually Happen This Time?

A Discussion on Why Merger Arbitrage Deserves a Spot in Investor Portfolios.