On this week's episode I revisit Barnes & Noble after mixed holiday sales.   I explain how I've adjusted my position in MLNX, quickly touch on QEP & ARNC, and end with the 6 factors driving the spread in BMY/CELG

On this week's episode I revisit Barnes & Noble after mixed holiday sales. I explain how I've adjusted my position in MLNX, quickly touch on QEP & ARNC, and end with the 6 factors driving the spread in BMY/CELG

On this week's episode I revisit Barnes &amp; Noble after mixed holiday sales.   I explain how I've adjusted my position in MLNX, quickly touch on QEP &amp; ARNC, and end with the 6 factors driving the spread in BMY/CELG

BMY / CELG : 6 Factors Driving The Deal Spread

Michael Samuels, Founder and Portfolio Manager of  Broome Street Capital, talks M&amp;A, activism and event-driven investing, all with a focus on the news-sources that cover them. @accordtosources

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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

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BMY / CELG : 6 Factors Driving The Deal Spread

BMY / CELG : 6 Factors Driving The Deal Spread