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Michael Samuels, Founder and Portfolio Manager of Broome Street Capital, talks M&A, activism and event-driven investing, all with a focus on the news-sources that cover them. @accordtosources... more
FAQs about According To Sources:How many episodes does According To Sources have?The podcast currently has 42 episodes available.
June 11, 2018Trading the Time Warner Ruling (EP.02)According to Sources devotes the entire episode to trading strategies ahead of AT&T/Time Warner ruling on June 12. Questions such as "is AT&T a short on both outcomes?" and "where should foxa trade on win/loss?" will be addressed along with many others. Hosted by Mike Samuels, portfolio manager of Broome Street Capital, an event-driven hedge fund focused on merger-arb and m&a. This week's guest: A california-based portfolio manager who oversees close to 900mm in aum. He weighs in on TWX/T/DIS/CMCSA/FOXA...more23minPlay
June 04, 2018Envision Health, Convergys & USG (EP.01)In episode one, i examine why i'm so skeptical of a EVHC takeover. In segment two, I explain why i think Convergys (CVG) will yield Elliott Associates another winner. And in segment three i examine why USG is the safest long on my board...more16minPlay
FAQs about According To Sources:How many episodes does According To Sources have?The podcast currently has 42 episodes available.