According To Sources

Latest Episodes:

ATHENAHEALTH: My Final Thoughts and Why I Believe RBC Has It Wrong Nov 02, 2018

Show notes

A quick summary before the weekend of why I believe ATHN is a long into the weekend, and why RBC and the market is misinterpreting the news.

Jason Varano of the Nomura Securities Event Desk: DVMT, COL, FOXA, CPB, ATHN, PZZA Oct 22, 2018

Show notes

In what I consider to be one of the best interviews thus far on According to Sources, Jason and I do a deep-dive into the situation between DVMT, VMW and Carl Icahn. What are the downside risks? Has Carl Icahn lost a step in recent years? What could a Rockwell Collins block from China mean for the entire merger-arb space? Does Dan Loeb stand ANY chance of winning the CPB board? We discuss these issues and much more.

The 7 Questions on the Minds of Deal Speculators Oct 14, 2018

Show notes

What deal is most at risk from a market downturn? How does one handicap and source various deal approvals such as DOJ or MOFCOM and then gauge what each is worth for pending deals? In this week's podcast I give an update on the ongoing saga at Athenahealth (ATHN), weigh in on CA Inc., and answer the 7 questions on the minds of merger-arbs and deal speculators.

Barnes & Noble Going Private? Why This Time is Different Oct 05, 2018

Show notes

John Malone, Ron Burkle, Jana Partners, Tom Sandell: Each of these investors have either taken a stake or bid for Barnes & Noble (BKS). Now that company has finally turned the review process over to an independent committee, will this time be different? What is this company worth? Would Amazon be interested? I give my thoughts and later I interview Gabelli analyst John Tinker.

Campbell Soup, Tesla, Athenahealth + My Worst Investing Habits Oct 01, 2018

Show notes

Tesla: Is Elon Musk settling with the SEC really an all-clear?
Campbell Soup: As the stock continues to drift back to 2018 lows, the 2018 annual meeting has become an extremely binary event.
Athenahealth: What does this mean for the Elliott brand?
Papa John's: Will they be the next restaurant to go private?
The top-5 biggest investing mistakes i make

Investing in Cannabis: Interview with Sean Stiefel of Navy Capital Sep 23, 2018

Show notes

On October 17th, marijuana goes fully legal in Canada. This event, combined with the Canopy Growth Corp investment made by Constellation Brands / Stories of Coca-Cola entering CBD beverages have made the cannabis space the most discussed sector in the past few weeks. What events will unfold over the upcoming months that will either continue to validate the sector OR perhaps send these sky-rocketing valuations back down to earth? I sat down with Navy Capital's Sean Stiefel to discuss. Navy was formed in 2014 as a fund specifically designed to participate in the upside from cannabis.

AthenaHealth, Yum China, CBS, AEL & ESL Sep 16, 2018

Show notes

Athenahealth shares have tumbled following recent media coverage that strategics such as UNH and Cerner are walking away from the process. Perhaps Elliott buying ATHN isn't the best-case-scenario for investors, but it's still a scenario that is worth examining.

Yum China plummeted to $30 last week after headlines that Hillhouse is ending its pursuit, but is the process truly over?

CBS: Is it now in play?

Ed Hammond Part II: Why do deals die midway through the process? (EP: 14) Sep 10, 2018

Show notes

In part II of my interview with Bloomberg M&A reporter Ed Hammond, we discuss how deals can get off the ground, and why so many times the process can die out midway through. In "Five Questions" I ask Ed "What's the biggest deal that's NEVER happened?" ..."Has anyone ever approached you with a bribe to reveal information?"...and "What's the most UNUSUAL way you've come across a scoop?"

Ed Hammond Part I / My Thoughts on IDTI (EP:13) Sep 02, 2018

Show notes

The event space is littered on a daily business with rumors of deals and activism, the overwhelming majority of which is false. In Part 1 of what I consider to be a MUST-LISTEN interview, Bloomberg M&A reporter Ed Hammond explains the role journalists play in the deal-process. We discuss how incorrect journalism, for example the Nokia for Juniper story, makes it to press ONLY to be quickly refuted. And lastly we talk sources and their motivations, which can range from vanity, to humanity...to downright murky.

But first I discuss how and why I've made Integrated Device Tech (IDTI) my biggest position of the year.

The Top 10 Most Intriguing Deal Situations (EP:12) Aug 24, 2018

Show notes

As it's Episode 12, it's time for a quarterly review. I examine the the Top 10 most intriguing situations in the world of deals, activism and merger arbitrage. Companies discussed include Yum China, Tribune, Mattel, Nielson & Arconic.

Find me on twitter @accordtosources

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