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.

Investing in Cannabis:  Interview with Sean Stiefel of Navy Capital

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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I'm joined by Joshua Goldberg to assess the various scenarios and outcomes in TIF, XRX, HPQ, WBA and many more.  In addition we sum up 2019 and try to examine what made this year quite so difficult.

Tiffany / LVMH                                                                             Xerox/HP

September 19, 2018:  Shares of TLRY hit $300, marking a top for the entire sector.  Where are we one-year later?  I'm joined by Sean Stiefel of Navy Capital to discuss the macro-environment, the stocks to own and avoid, and the catalysts upcoming for cannabis.

Investing in Cannabis: One-Year Later

Following his success at CSX, press is reporting that Paul Hilal and his fund Mantle Ridge are now contemplating a move at food service/uniform giant Aramark.  I'm joined by Nomura analyst Dan Dolev to discuss the possible outcomes.  Later I interview Cowen's John Kernan regarding the Jana stake in ELY.
Other companies mentioned include RRGB, QURE, CIR and BKS

The Aramark Episode

Aaron and I sit down to discuss the latest with Sprint/T-Mobile, speculate on the trade's war potential impact on Mellanox, weigh if the potential for HUM to disrupt the CNC/WCG deal is more smoke then fire, and lastly speculate on HOME, AVYA and MGLN

Cowen & Co. Merger/Event Strategist Aaron Glick

I'm joined by merger-arb and event trader Joshua Goldberg to discuss the various scenarios and possible outcomes in the current battle for Anadarko Petroleum.   Does Chevron need to match the OXY bid to win the deal?  How much room to bump does OXY have?  Why haven't we heard public discontent among OXY holders?

Investing in Cannabis: Interview with Sean Stiefel of Navy Capital

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