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Tariffs and Their Impact on The Special Situations Space - The Special Situations Report Episode 13

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Manage episode 475625932 series 3637844
Content provided by Inside Arbitrage. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Inside Arbitrage or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The episode begins with a discussion of arguably the most important piece of financial news this week - the Trump tariffs. Asif and Tamanna dive into how the tariffs may impact all sorts of companies and special situations activity, with a special focus on the M&A landscape. The episode continues with an analysis of recently announced M&A deals, including the acquisition of Mr. Cooper by Rocket Companies. Asif and Tamanna also explore the completed Angi spinoff from IAC, a buyback at the banking software company nCino, and notable insider and activist activity. The episode concludes with a look at two key C-Suite transitions, including Macy's CFO departing from his position.Keywords:M&A, tariffs, merger arbitrage, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, failed mergers, management transitions, special situations, event-driven investing, markets, stocks

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17 episodes

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iconShare
 
Manage episode 475625932 series 3637844
Content provided by Inside Arbitrage. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Inside Arbitrage or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The episode begins with a discussion of arguably the most important piece of financial news this week - the Trump tariffs. Asif and Tamanna dive into how the tariffs may impact all sorts of companies and special situations activity, with a special focus on the M&A landscape. The episode continues with an analysis of recently announced M&A deals, including the acquisition of Mr. Cooper by Rocket Companies. Asif and Tamanna also explore the completed Angi spinoff from IAC, a buyback at the banking software company nCino, and notable insider and activist activity. The episode concludes with a look at two key C-Suite transitions, including Macy's CFO departing from his position.Keywords:M&A, tariffs, merger arbitrage, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, failed mergers, management transitions, special situations, event-driven investing, markets, stocks

  continue reading

17 episodes

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