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The Special Situations Report

Inside Arbitrage
Warner Bros. Discovery
Merger Arbitrage
Netflix
Howard Hughes
Doordash
Bill Ackman
Adobe
Elliott Management
Honeywell
Mergers and Acquisitions
Investing
Oscar Health
Avidel Pharmaceuticals
Jazz Pharmaceuticals
Apple
Cintas
Liquidia Corporation
Under Armour
GCI Liberty
Caesars Entertainment

A weekly roundup of the most significant event-driven and special situations news, with notable guests every month! Brought to you by your hosts Asif Suria and Tamanna Suria, The Special Situations Report is a podcast powered by Inside Arbitrage.

PublishesWeeklyEpisodes70Foundeda year ago
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BusinessInvesting

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Latest Episodes

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 prof... more

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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 do... more

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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 i... more

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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 Ca... more

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Recent Guests

Matt Peterson
Founder of Peterson Capital Management, Turkey-focused investor
Peterson Capital Management
Episode: Options Plays & International Markets With Matt Peterson – The Special Situations Report Episode #70
Paul Nary
Assistant Professor of Management, Wharton School
University of Pennsylvania, Wharton School
Episode: WBD Sale Dynamics and Irenic Capital's Activist Plan for SNAP With Paul Nary – The Special Situations Report Episode #63
Steven Kiel
Founder/Partner at Arquitos Capital
Arquitos Capital
Episode: The Legal Battle Brewing At Liquidia With Steven Kiel and Viral Kothari – The Special Situations Report Episode #60
Viral Kothari
Investor with a law background
Episode: The Legal Battle Brewing At Liquidia With Steven Kiel and Viral Kothari – The Special Situations Report Episode #60
Chris Waller
Investor, founder of Plural Investing and Hidden Gems Investing
Plural Investing; Hidden Gems Investing
Episode: GCI Liberty and John Malone's M&A Play with Chris Waller - The Special Situations Report Episode #55
Matt McClintock
Guest; founder of M Squared Capital
M Squared Capital
Episode: Under Armour and the Retail Landscape with Matt McClintock - The Special Situations Report Episode #54
Gary Heffernan
Individual investor
Independent investor
Episode: A Deep Dive Into Warner Bros Discovery With Gary Heffernan - The Special Situations Report Episode #49
Brett Gardner
Author of Buffett's Early Investments; Investor at Discerene Group
Discerene Group
Episode: A Breakdown of Buffet's Early Theses with Brett Gardner - The Special Situations Report Episode #48
Gautam Baid
Founder and Managing Partner at Stellar Wealth Partners India Fund
Stellar Wealth Partners India Fund
Episode: A Masterclass In Investing Frameworks with Gautam Baid - The Special Situations Report Episode #42

Hosts

Asif Suria
Host of The Special Situations Report, with extensive experience in investment analysis and commentary on event-driven opportunities.
Tamanna Suria
Co-host of The Special Situations Report, offering insights on mergers and acquisitions with a strong focus on market dynamics.

Reviews

4.7 out of 5 stars from 11 ratings
  • Very nice podcast

    These folks do great work, and the podcast is a great addition! Thanks!

    Apple Podcasts
    5
    .traveling
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Audience feedback often highlights the engaging style of the hosts and their ability to make intricate topics accessible.
The podcast is described as essential for those interested in understanding complex investment scenarios.
Listeners appreciate the insightful analyses and depth of knowledge shared by the hosts.

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Talking Points

Recent interactions between the hosts and their guests.

Exploiting Investor Biases and A Look at Lyft with Evan Tindell - The Special Situations Report Episode 37
Q: How do you approach shorting in times of extreme irrationality like meme stocks?
He explains a measured approach: differentiate between obvious short candidates and stocks with active short squeezes, and acknowledge that even if not easy, selective shorting has historically produced opportunities.
A Deep Dive Into Warner Bros Discovery With Gary Heffernan - The Special Situations Report Episode #49
Q: Gary, can you take us a little bit through the pre-deal situation and what your read was of Comcast, Paramount and Netflix all bidding for this asset?
My view is that the Warner Bros. Discovery asset valued itself as a trophy property with strong film and TV studios, while the cable assets were a drag. The auction brought in multiple strategic bidders, but the cash-heavy Paramount bid faced the strongest immediate pricing pressure, while Netflix and Comcast had to contend with stock considerations and complex spin-offs. Ultimately, the market dynamics centered on debt, asset mix, and how the spin-offs would be valued relative to the cash and stock components.
A Breakdown of Buffet's Early Theses with Brett Gardner - The Special Situations Report Episode #48
Q: What lessons from Buffett's arbitrage approach are most relevant to today's investors?
The discussion emphasizes the importance of timing, the likelihood of deal completion, the possibility of better offers, and the risk of deal failure, with a focus on how activist or governance-driven changes can create opportunities and how modern research tools can aid judgment but not replace it.
A Breakdown of Buffet's Early Theses with Brett Gardner - The Special Situations Report Episode #48
Q: Why did Buffett invest in Disney despite significant risks, including key-man risk and a struggling movie business?
Gardner highlights valuation upside, the enduring value of Disney's library and Mary Poppins, and the leverage of a growing, pattern-based revenue stream from film re-releases and parks. The upside protection from the library and the potential for future hits made the risk-to-reward favorable in Buffett's framework.
A Breakdown of Buffet's Early Theses with Brett Gardner - The Special Situations Report Episode #48
Q: What was your research process like for writing Buffett's Early Investments and obtaining primary sources?
Gardner explains that the foundation came from The Snowball, then moving into New York Public Library archives and other libraries for annual reports, followed by a broadening to books and articles to corroborate and expand on the case studies; access to corporate archives and early company documents was essential for reconstructing the investments with solid primary-source backing.

Audience Metrics

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Frequently Asked Questions About The Special Situations Report

What is The Special Situations Report about and what kind of topics does it cover?

This podcast offers a comprehensive examination of significant event-driven opportunities and special situations in the investment landscape, appealing particularly to those interested in finance and market strategies. The discussions often center on mergers and acquisitions, stock buybacks, insider trading, and unique investment insights from seasoned guests, specifically tailored for investors and business professionals looking for a deeper understanding of market dynamics. With a blend of analyses and expert opinions, it caters to listeners eager to navigate the complexities of investments in rapidly changing economic environments. Expect practical advice, real-world case studies, and the emphasis on making informed decisions based on cu... more

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Which podcasts are similar to The Special Situations Report?

These podcasts share a similar audience with The Special Situations Report:

1. Yet Another Value Podcast
2. The Acquirers Podcast
3. Value Hive Podcast
4. Value Investing with Legends
5. Behind the Balance Sheet

How many episodes of The Special Situations Report are there?

The Special Situations Report launched a year ago and published 70 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Special Situations Report?

Recent guests on The Special Situations Report include:

1. Matt Peterson
2. Paul Nary
3. Steven Kiel
4. Viral Kothari
5. Chris Waller
6. Matt McClintock
7. Gary Heffernan
8. Brett Gardner

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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