Summary:

In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The episode begins with a discussion of numerous deals in the works at companies such as Foward Air, Calavo Growers, Papa John’s, and Telus International. Asif and Tamanna then go on to discuss the details between the proposed separation of Warners Bros Discovery and cover two fascinating insider purchases at Quanterix and Bausch Health, including an insider purchase by the hedge fund legend John Paulson. The episode continues by covering activist activity at Lamb Weston, Provident Bancorp, and Novo Nordisk. Last but not least, the episode concludes by highlighting a C-Suite transition that brings the CFO of Paramount over to the rapidly growing Roblox.

Keywords:

M&A, merger arbitrage, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, failed mergers, management transitions, special situations, event-driven investing, markets, stocks