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According To Sources episodes
- Trading 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/FOXA23 min
- Envision 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 board16 min
About According To Sources
From the publisher's feed
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