A recent change at the CMS (Center for Medicare and Medicaid Services) is going to revise the way medicare pays the HHA's (Home Health Agencies) starting in 2020.  One of healthcare's hottest subsectors has seen AMED rise 71% ytd, LHCG +40%, and EHC +38%.  However not all HHA's are created equal, and Spencer Pearlman of Veda Partners explains how EHC's revenue stream is MOST at risk.

Trouble Ahead for Home Healthcare? (EP.06)

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?

Trouble Ahead for Home Healthcare? (EP.06)

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