All Episodes
The Special Situations Report — 65 episodes
A Tumultuous Bidding War For a Mortgage REIT – The Special Situations Report Episode #65
Tim Cook Steps Down and a Massive Buyback at Adobe – The Special Situations Report Episode #64
WBD Sale Dynamics and Irenic Capital's Activist Plan for SNAP With Paul Nary – The Special Situations Report Episode #63
ACA Coverage Concerns Spark Oscar Health Insider Purchase – The Special Situations Report Episode #62
Amazon In Talks With Apple to Acquire Globalstar For $9 Billion – The Special Situations Report Episode #61
The Legal Battle Brewing At Liquidia With Steven Kiel and Viral Kothari – The Special Situations Report Episode #60
Breaking Down BDCs and Private Credit With Kris Kania – The Special Situations Report Episode #59
Neil Mehta of Greenoaks Buys The Coupang Data Breach Dip – The Special Situations Report Episode #58
The SaaSpocalypse and Salesforce's Massive Buyback – The Special Situations Report Episode #57
Finding Value in Numbers With Ehsan Ehsani – The Special Situations Report Episode #56
GCI Liberty and John Malone's M&A Play with Chris Waller - The Special Situations Report Episode #55
Under Armour and the Retail Landscape with Matt McClintock - The Special Situations Report Episode #54
PayPal's New CEO and Boating M&A – The Special Situations Report Episode #53
A Deep Dive Into Quantum Computing and the Medtech Space – The Special Situations Report Episode #52
Insider Purchases at Gamestop and the Nathan's Famous Acquisition – The Special Situations Report Episode #51
Insider Purchase at Micron & Potential Deals at Eli Lilly – The Special Situations Report Episode #50
A Deep Dive Into Warner Bros Discovery With Gary Heffernan - The Special Situations Report Episode #49
A Breakdown of Buffet's Early Theses with Brett Gardner - The Special Situations Report Episode #48
An Analysis of DoorDash and Honeywell's Spinoffs – The Special Situations Report Episode #47
A Deep Dive on the Topgolf Callaway Spinoff – The Special Situations Report Episode #46
A Potential Bidding War for Avadel Pharmaceuticals – The Special Situations Report Episode #45
Revisiting the Failed CoreWeave and Core Scientific Deal – The Special Situations Report Episode #44
A Bidding War Between Pfizer and Novo Nordisk For GLP-1s – The Special Situations Report Episode 43
A Masterclass In Investing Frameworks with Gautam Baid - The Special Situations Report Episode #42
The Ongoing Battle at Sable Offshore – The Special Situations Report Episode 41
Deja Vu with TaskUs and STAAR Surgical – The Special Situations Report Episode #40
The Electronic Arts Deal Comes Through – The Special Situations Report Episode #39
The Largest Insider Purchase Ever – The Special Situations Report Episode #38
Exploiting Investor Biases and A Look at Lyft with Evan Tindell - The Special Situations Report Episode 37
Multi-Activist Involvement and Shareholder Opposition – The Special Situations Report Episode #36
Breakups Across the Major Food Conglomerates – The Special Situations Report Episode #35
A Flip Flopper Insider at OrthoPediatrics – The Special Situations Report Episode #34
M&A Rumors Turn Into Reality – The Special Situations Report Episode #33
John Paulson’s Purchase of Bausch Health From Carl Icahn – The Special Situations Report Episode #32
Crypto Treasury Companies and Relative Value Arbitrage with Andrew Walker - The Special Situations Report Episode #31
The SPAC Resurgence with Julian Klymochko - The Special Situations Report Episode #30
Norfolk Southern and Union Pacific in Merger Discussions – The Special Situations Report Episode #29
Chevron Finally Completes The Hess Acquisition – The Special Situations Report Episode #28
CoreWeave Set To Acquire Core Scientific For $9 Billion – The Special Situations Report Episode #27
JP Morgan, Morgan Stanley, UBS & More Announce Massive Buybacks – The Special Situations Report Episode #26
A Potential Bidding War for GMS and Torrid’s Stock Price Crashes – The Special Situations Report Episode #25
Netflix's Competitive Moat and AI in CROs with Luis Sanchez – The Special Situations Report Episode #24
The Breakup of Warner Bros Discovery – The Special Situations Report Episode #23
A Biotech Boom: Rumored Deals, Bidding Wars, CVRs, Insider Transactions, and More! – The Special Situations Report Episode #22
A Rogue Elliott Director and Instacart Loses Its CEO to OpenAI – The Special Situations Report Episode #21
The United States Steel and Nippon Steel Saga Continues - The Special Situations Report Episode #20
Differentiating Toxic Waste and Spinoff Deep Dives with Rich Howe – The Special Situations Report Episode #19
Warren Buffet and the Future of Berkshire – The Special Situations Report Episode #18
Busted Biotechs and Pricing Risk with Chris DeMuth Jr. – The Special Situations Report Episode #17
A Potential Bidding War for Guess - The Special Situations Report Episode #16
Bill Ackman Builds a Stake in Hertz - The Special Situations Report Episode #15
Gamestop CEO Buys Shares And Continued Market Turmoil - The Special Situations Report Episode #14
Tariffs and Their Impact on The Special Situations Space - The Special Situations Report Episode 13
Dun & Bradstreet Acquistion Breathes New Life Into Cannae - The Special Situations Report Episode #12
The QXO and Beacon Roofing Supply Deal Comes Through - The Special Situations Report Episode #11
A Surge in Special Situations Activity - The Special Situations Report Episode #10
Breaking Down The Walgreens Boots Alliance Acquisition - The Special Situations Report Episode #9
The Egg Prices Crisis and Apollo's Real Estate Play - The Special Situations Report Episode #8
Massive Insider Sales at JPMorgan and Numerous Competing M&A Bids - The Special Situations Report Episode #7
Avis Budget Group Loses Its Turnaround CEO - The Special Situations Report Episode #6
Elliott Management's Activist Campaigns - The Special Situations Report Episode #5
Poison Pills in Hostile Acquisitions - The Special Situations Report Episode #4
A Buyback Bonanza - The Special Situations Report Episode #3
Bill Ackman's Proposal to Howard Hughes - The Special Situations Report Episode #2
The Battle for Lifeway Foods and U.S. Steel - The Special Situations Report Episode #1