After lots of internal back and forth, I've removed CELG/BMY until further notice.  The rest of the episode touches on BKS, the latest at ZAYO, WBC, RCII and why I've initiated a small position in SFLY

After lots of internal back and forth, I've removed CELG/BMY until further notice. The rest of the episode touches on BKS, the latest at ZAYO, WBC, RCII and why I've initiated a small position in SFLY

BMY/CELG, ZAYO, BKS, WBC, RCII , SFLY

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, ZAYO, BKS, WBC, RCII , SFLY

BMY/CELG, ZAYO, BKS, WBC, RCII , SFLY