In what I consider to be one of the best interviews thus far on According to Sources, Jason and I do a deep-dive into the situation between DVMT, VMW and Carl Icahn. What are the downside risks? Has Carl Icahn lost a step in recent years? What could a Rockwell Collins block from China mean for the entire merger-arb space? Does Dan Loeb stand ANY chance of winning the CPB board? We discuss these issues and much more.

Why Real Estate is the IDEAL

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?

Why Real Estate is the IDEAL

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