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The Acquirers Podcast
Value After Hours S06 E28 Asif Suria on The Event-Driven Edge in Investing and Special Situations
Aug 19, 2024
Asif Suria, an expert in event-driven investing, delves into the nuances of corporate actions like mergers and SPACs. He discusses strategies such as merger arbitrage and the importance of assessing company fundamentals amid market volatility. Suria explores risks associated with investment timelines and the evolution from diversified portfolios to concentrated positions. He highlights the relevance of insider buying trends and market resilience, offering valuable insights for navigating the complexities of today's investment landscape.
01:00:33
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Quick takeaways
- Event-driven investing focuses on corporate actions like mergers and acquisitions, creating unique opportunities for capitalizing on price disparities in stocks.
- Spinoffs and insider transactions are significant strategies in event-driven investing, allowing investors to leverage undervalued segments and insider confidence signals.
Deep dives
Understanding Event-Driven Investing
Event-driven investing, often referred to as special situations investing, centers around opportunities created by corporate actions, such as mergers and acquisitions. A key strategy within this realm is merger arbitrage, where investors buy stocks of companies that are being acquired, capitalizing on the price disparities that usually exist due to various market factors. For instance, when Microsoft announced its acquisition of Activision Blizzard, the stock of Activision often traded at a discount relative to the acquisition price. This approach allows investors to benefit from these price mismatches, especially during the waiting period before a deal officially closes.
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