According To Sources: Jason Varano Of The Nomura Securities Event Desk (Podcast)

by: According To Sources
Summary

The podcast hosted by Michael Samuels of Broome Street Capital, According to Sources discusses merger-arb strategies and talks M&A, all with a focus on the news-sources that cover them.

A Discussion of Merger Arb and Event Driven Trading.

Jason Varano of the Nomura Securities Event Desk: DVMT, COL, FOXA, CPB, ATHN, PZZA.

Originally aired on October 21st, 2018.

Jason and host Michael Samuels 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? They discuss these issues and much more.

Jason Varano of the Nomura Securities Event Desk: DVMT, COL, FOXA, CPB, ATHN, PZZA

Disclosure: I am/we are long CELG. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.