The Special Situations Report

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  Options Plays & International Markets With Matt Peterson – The Special Situations Report Episode #70 08.06.2026 1sa 19dk

  We’re proud to release this week’s special episode, an interview with our wonderful guest, Matthew Peterson. Matthew Peterson is the Managing Partner of Peterson Capital Management, first established in 2011. Matt has been working as a financial professional for two decades. His experience includes working with global financial services firms Goldman Sachs, Morgan Stanley, Merrill Lynch, American Express, and Ameriprise Financial. Prior to forming Peterson Capital Management, LLC and launching Peterson Investment Fund I, LP, Matt split time between Wall Street and London as Capital Markets Manager at Diamond Management and Technology Consultants.Our conversation with Matt centered around a number of fascinating topics, including options-related strategies, portfolio sizing, and the benefits of running extremely concentrated. We also dived into what makes a value investor, and the struggle between the ideal holding period of “forever” and determining when to sell. We also spoke extensively about international markets such as China and Turkey, and how these markets enable investing in businesses and strategies not typically available to investors in the U.S. We learned so much from this discussion, and we hope our listeners will too.Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=pYou can find Matt at the following locations:LinkedIn: https://www.linkedin.com/in/matthew-peterson-cfa-100/ Website: https://www.petersonfunds.com/
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  Tilman Fertitta's $17.6 Billion Deal For Caesars Entertainment – The Special Situations Report Episode #69 01.06.2026 18dk

  Summary:In this shortened episode of the Special Situations Report, hosts Asif and Tamanna Suria cover two key stories, including a rumored deal that came to fruition (the acquisition of Caesars Entertainment) and the activist firm JANA Partners doubling down on their stake in Alkami Technology.Chapters:0:00 Introduction1:09 An Overview of the Acquisition of Caesars Entertainment9:17 JANA Partners' Involvement In Alkami17:22 OutroCheck out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=pCheck out The Special Situations Report here: https://www.thespecialsituationreport.com/Keywords:M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks
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  The $130 Billion Acquisition of Dominion Energy By NextEra – The Special Situations Report Episode #68 26.05.2026 20dk

  Summary:In this shortened episode of the Special Situations Report, hosts Asif and Tamanna Suria cover two key stories, including the largest deal announced this year related to two electric utilities that supply power to data centers and a large insider purchase at genetic testing company GeneDx.Chapters:0:00 Introduction1:08 NextEra's Acquisition of Dominion Energy8:43 Eli Casdin and Keith Meister Both Get Involved With GeneDx19:25 OutroCheck out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=pCheck out The Special Situations Report here: https://www.thespecialsituationreport.com/Keywords:M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks
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  Media Mogul Byron Allen Makes a Play for STARZ – The Special Situations Report Episode 67 18.05.2026 33dk

  Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover four key stories, including a potential deal for Starz Entertainment, an insider purchase by the Co-Founder and CTO of Hubspot, the activist firm Irenic Capital’s involvement in Hewlett Packard Enterprise, and Thrive Capital’s $100 million investment in Shopify.Chapters:0:00 Introduction1:11 Byron Allen's Interest in STRZ9:16 Activist Irenic Capital Gets Involved With HPE14:54 Thrive Capital's Strategic Investment in SHOP19:03 HubSpot and the Saaspocalypse24:34 OutroCheck out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=pCheck out The Special Situations Report here: https://www.thespecialsituationreport.com/Keywords:M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks
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  GameStop's Unusual and Complex Bid for eBay – The Special Situations Report Episode #66 11.05.2026 25dk

  Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover four key stories, including a surprising bid by the meme stock favorite Gamestop, a deal for Catalyst Pharmaceuticals by an Italian conglomerate, a large buyback at Kontoor Brands, and the contract electronics manufacturer FLEX spinning off its power and cloud portfolio.Chapters:0:00 Introduction1:02 GameStop Makes a Massive Bid for eBay7:07 Angelini Pharma Acquires Catalyst Pharmaceuticals11:31 The Fascinating Spinoff at FLEX24:34 OutroCheck out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=pCheck out The Special Situations Report here: https://www.thespecialsituationreport.com/Keywords:M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks
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  A Tumultuous Bidding War For a Mortgage REIT – The Special Situations Report Episode #65 04.05.2026 23dk

  Summary:In this special Berkshire edition episode of the Special Situations Report, hosts Asif and Tamanna Suria cover two key stories, including a bidding war for the mortgage REIT Two Harbors and an accelerated stock buyback announcement by Five9 that represented 15% of the company’s market cap at announcement.Chapters:0:00 Introduction2:32 The Bidding War for Two Harbours9:39 Insider Purchases at SuRo Capital Pre-OpenAI IPO21:07 OutroCheck out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=pCheck out The Special Situations Report here: https://www.thespecialsituationreport.com/Keywords:M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks
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  Tim Cook Steps Down and a Massive Buyback at Adobe – The Special Situations Report Episode #64 27.04.2026 33dk

  Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover four key stories, including an acquisition of a healthcare REIT by Blue Owl Capital, an insider purchase by the CEO of SuRo Capital, massive $25 billion buybacks at Netflix and Adobe, and a landmark C-Suite transition at Apple.Chapters:0:00 Introduction1:00 Blue Owl to Acquire Sila Realty Trust8:44 Insider Purchases at SuRo Capital Pre-OpenAI IPO18:31 Adobe Authorizes Repurchase Worth 1/4 of Market Cap27:16 Tim Cook Steps Down as Apple CEO and SNAP CFO Departure31:55 OutroCheck out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=pCheck out The Special Situations Report here: https://www.thespecialsituationreport.com/Keywords:M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks
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  WBD Sale Dynamics and Irenic Capital's Activist Plan for SNAP With Paul Nary – The Special Situations Report Episode #63 20.04.2026 1sa 39dk

  Summary:We’re proud to release this week’s special episode, an interview with our wonderful guest, Paul Nary. Paul Nary is an Assistant Professor of Management at the Wharton School, University of Pennsylvania. Dr. Nary’s expertise is in corporate strategy, especially large M&A transactions, as well as private equity, shareholder activism, and many types of external transaction strategies and investments. Dr. Nary’s work has been published in top strategy journals, including the Strategic Management Journal and Academy of Management Review, and he is frequently quoted in top media outlets, including American Banker, Associated Press, Barron’s, Business Insider, CNBC, Forbes, Fortune, Investment News, NPR’s Marketplace, MarketWatch, and The Wall Street Journal.Our conversation with Dr. Nary centered around four key topics. We spoke the most extensively about the bidding and sales process for Warner Bros. Discovery, the widening spread on the deal, regulatory risks, and shareholder and management dynamics. We then dived into Irenic Capital's activist plan for SNAP (the parent company behind Snapchat) and the power of a dual-class share structure. We wrapped up the podcast by examining the complex bid Bill Ackman has made for Universal Music Group (UMG) and explored Dr. Nary's research on PE acquisitions and divestitures and how that connects to ongoing PE activity in the software space.Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=pYou can find Paul at the following locations:LinkedIn: linkedin.com/in/paulnaryWebsite: https://www.paulnary.com/
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  ACA Coverage Concerns Spark Oscar Health Insider Purchase – The Special Situations Report Episode #62 13.04.2026 29dk

  Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover four key stories, including a potential deal for the data protection software company Commvault Systems by Thoma Bravo, a stock buyback announcement by the apparel retailer Lands’ End, a unique insider purchase by the CEO of the health insurance company Oscar Health, and activist involvement in potato products company Lamb Weston.Chapters:0:00 Introduction1:20 Thoma Bravo and Other Acquirers Eye Commvault Systems6:41 Lands’ End Announces a $100M Buyback Following a Tender Offer11:37 CEO of Oscar Health Buys $12M of Stock Amidst ACA Coverage Concerns22:10 Starboard Value and JANA Partners Get Involved With Lamb Weston28:17 OutroCheck out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=pCheck out The Special Situations Report here: https://www.thespecialsituationreport.com/Keywords:M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks
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  Amazon In Talks With Apple to Acquire Globalstar For $9 Billion – The Special Situations Report Episode #61 06.04.2026 27dk

  Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria cover four key stories, including a potential deal by Amazon for a satellite business partially owned by Apple, Eli Lilly’s acquisition of a biotech with a sizeable CVR attached, the planned Reverse Morris Trust transaction at Unilever, and activist involvement at the social media company Snap.Chapters:0:00 Introduction1:17 A Potential $9 Billion Deal For Globalstar8:20 Eli Lilly's Acquisition Of The Sleep Disorder Biotech Centessa16:41 The $65 Billion Unilever RMT21:20 An Activist Campaign Launched at Snap26:48 OutroCheck out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=pCheck out The Special Situations Report here: https://www.thespecialsituationreport.com/Keywords:M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks
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  The Legal Battle Brewing At Liquidia With Steven Kiel and Viral Kothari – The Special Situations Report Episode #60 30.03.2026 1sa 10dk

  We’re proud to release this week’s special episode, an interview with not one, but two wonderful guests: Steven Kiel and Viral Kothari.Steven Kiel is the President and Chief Investment Officer for Arquitos Capital Management, a firm he founded in 2009. He also serves on the board of directors of ENDI Corp, a holding company primarily focused on asset management. Prior to these roles, Steven served in the Army Reserves for 21 years and also served as a Trial Defense Attorney until his retirement in 2021. Viral Kothari is a Portfolio Manager at VKKapital, and has previously worked as a Portfolio Manager at companies such as Morgan Stanley and PIMCO. He's also worked across Wall Street in the credit space, equity and commodity option markets, and other trading operations.Our conversation with Steven and Viral centered around the case for Liquidia, a biotech company embroiled in a legal struggle with United Therapeutics. We covered the commercial stage and Phase 3 drugs that Liquidia currently markets or is developing, the various cases levied by United Therapeutics and Liquidia's chances of success, upside and downside potential for the company depending on how the cases are determined, the broader PAH and PH-ILD addressable markets (the disease space in which Liquidia operates), and so much more. This was an incredibly comprehensive deep dive into a unique legal special situation, and we hope our listeners enjoy this as much as we enjoyed recording it!Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=pYou can find Steven and Viral at the following locations:Steven: https://www.arquitos.com/Viral: https://x.com/CFAs4CFPs
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  Breaking Down BDCs and Private Credit With Kris Kania – The Special Situations Report Episode #59 23.03.2026 1sa 24dk

  Summary:We’re proud to release this week’s special episode, an interview with our wonderful guest, Kris Kania. Kris Kania is the Founder & Portfolio Manager of KSK Capital and a Visiting Assistant Professor of Tax Law at NYU School of Law. He previously practiced tax law at Sullivan & Cromwell LLP and Kirkland & Ellis LLP and earlier worked as a technology investor at Susquehanna Growth Equity. Our conversation with Kris centered broadly around the topic of private credit, with a specific focus on what’s been happening in the business development company or BDC space. We spoke extensively about specific companies such as Blue Owl and Blackstone, drew comparisons to REITs and the bankruptcy situations with Tricolor and First Brands last year, questioned the presence of software and AI as it relates to these new forms of funding connected to data centers, and more. We learned so much from this discussion, and we hope our listeners will too!Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=pYou can find Kris at the following locations:LinkedIn: https://www.linkedin.com/in/kris-kania/X/Twitter: https://x.com/LegalFinGuy
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  Neil Mehta of Greenoaks Buys The Coupang Data Breach Dip – The Special Situations Report Episode #58 16.03.2026 18dk

  Summary:In this shortened episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss two key stories, including a new deal for a company that provides uniforms to corporations that is trading a double-digit spread and a massive insider purchase by a VC firm related to one of their portfolio companies.Chapters:0:00 Introduction1:18 Cintas Finally Wins The War For UniFirst6:32 The Coupang Data Breach and Investor Activity17:26 OutroCheck out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=pCheck out The Special Situations Report here: https://www.thespecialsituationreport.com/Keywords:M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks
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  The SaaSpocalypse and Salesforce's Massive Buyback – The Special Situations Report Episode #57 09.03.2026 25dk

  Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss cover four key stories, including a bidding war for an independent music company, a massive stock buyback announcement by Salesforce, a cluster of insider sales at Warner Bros. Discovery, and activist involvement in Pinterest.Chapters:0:00 Introduction1:13 A Potential Bidding War for Reservoir Media7:40 Massive Buyback at Salesforce Amidst The SaaSpocalypse14:25 Elliott Gets Involved With Pinterest16:28 Insider Sales At Warner Bros Following Paramount Deal24:07 OutroCheck out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=pCheck out The Special Situations Report here: https://www.thespecialsituationreport.com/Keywords:M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks
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  Finding Value in Numbers With Ehsan Ehsani – The Special Situations Report Episode #56 02.03.2026 55dk

  We’re proud to release this week’s special episode, an interview with our wonderful guest, Ehsan Ehsani. Ehsan Ehsani is an executive director at Crescendo Partners, an adjunct assistant professor at Columbia Business School, and the author of “Finding Value in Numbers: The Essential Investing Toolkit to Win on Wall Street.”Our conversation with Ehsan centered around his recently released book, “Finding Value in Numbers,” and the various strategies, quantitative tools, and case studies discussed within. We spoke extensively about the art and science of investing, the importance of developing a framework for investing, the Kelly Criterion (especially in relation to portfolio sizing), the differences between first and second level thinking, and much more. We learned so much from this discussion, and we hope our listeners will too! Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=pYou can find Ehsan, his book, and his daily newsletter at the following locations:LinkedIn: Ehsan EhsaniEhsan's Book: Finding Value in Numbers Value Hedgehog Newsletter on LinkedIn: https://www.linkedin.com/newsletters/7099112971280203776/
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  GCI Liberty and John Malone's M&A Play with Chris Waller - The Special Situations Report Episode #55 23.02.2026 57dk

  We’re proud to release this week’s special episode, an interview with our wonderful guest, Chris Waller. Chris is the Founder and Portfolio Manager of Plural Investing. Before founding Plural, Chris worked in London at Goldman Sachs Asset Management, working as a member of the investment team for the Global and International Small Cap equity funds. He has an MBA from the Value Investing program at Columbia Business School and completed his bachelor's degree at Oxford University.Our conversation with Chris centered around the case for GCI Liberty, beginning with the company’s complex origins as part of John Malone’s Liberty Media empire and as a spinoff from Liberty Broadband. We then dive into the company’s core business operations, offering broadband services in remote parts of Alaska. We also spend most of our discussion covering the M&A play that lies at the crux of this thesis, and how John Malone seems to want to execute acquisitions in a similar fashion to the way the original Liberty Media was built up. This was one of the most comprehensive deep dives into a single business we’ve ever done on this podcast, andwe hope our listeners enjoy this as much as we enjoyed recording it!Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=pYou can find Chris at the following locations:Plural Investing: https://www.pluralinvesting.com/Hidden Gems Investing: https://substack.com/@hiddengemsinvestingX: https://x.com/HiddenGemsInvesLinkedIn: https://www.linkedin.com/in/wallerchris/
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  Under Armour and the Retail Landscape with Matt McClintock - The Special Situations Report Episode #54 17.02.2026 1sa 24dk

  We’re proud to release this week’s special episode, an interview with our wonderful guest, Matt McClintock. Matt is an expert in the consumer and retail sectors across the Americas. He spent over 15 years in equity research across firms such as Lehman Brothers, Barclays, and Raymond James, covering over 80 different companies and categories, including Retail Hardlines and Apparel Wholesale. He now runs M Squared Capital, an independent research firm focused on both retail and consumer insights.Our conversation with Matt centered around the thesis for Under Armour and the special situations bonanza taking place at the business (insider purchases and C-Suite transitions) as it navigates difficult sales and a possible turnaround. We also discussed a number of other retail businesses, drawing comparisons between Lululemon, Nike, Deckers, VFC, and more, developing a full picture of the athletic brands space. This was by far the most comprehensive deep dive into an industry we’ve ever done on this podcast, and as such, we learned so much from this discussion. We hope our listeners enjoy this as much as we loved recording it! Please note that there were a few audio issues with the recording and hopefully they don't detract too much from the conversation.Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=pYou can find Matt at the following locations:X: https://x.com/MattJMcClintockLinkedIn: https://www.linkedin.com/in/mattjmcclintock/M Squared Capital: https://www.msquaredcapital.com/about
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  PayPal's New CEO and Boating M&A – The Special Situations Report Episode #53 09.02.2026 22dk

  Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss cover two key stories, such as a new deal for a boat manufacturer that the two compare and contrast with a potential deal for a boat retailer. Asif and Tamanna then cover the sudden departure of PayPal's CEO, Alex Chriss, and the quick appointment of his sucesssor, who comes over from HP.Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=pCheck out The Special Situations Report here: https://www.thespecialsituationreport.com/Keywords:M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks
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  A Deep Dive Into Quantum Computing and the Medtech Space – The Special Situations Report Episode #52 02.02.2026 38dk

  Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss cover four key stories including a tender offer for the apparel retailer Land’s End, a deep dive into quantum computing in the context of IonQ acquiring SkyWater in a $1.8 billion deal, a massive buyback by the natural gas company CNX Resources, and an unusual insider purchase by the CEO of Abbott Laboratories while they are in the process of acquiring Exact Sciences. Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=pCheck out The Special Situations Report here: https://www.thespecialsituationreport.com/Keywords:M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks
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  Insider Purchases at Gamestop and the Nathan's Famous Acquisition – The Special Situations Report Episode #51 26.01.2026 19dk

  Summary:In this special episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss two key stories, including the acquisition of Nathan’s Famous by Smithfield Foods and insider purchases by the CEO and a director of GameStop.Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=pCheck out The Special Situations Report here: https://www.thespecialsituationreport.com/Keywords:M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks