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.
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question_answer ANECDOTE
WeWork Short
WeWork, with its restructuring CEO and unsustainable debt, was a prime shorting opportunity.
Asif Suria correctly predicted WeWork's bankruptcy based on its financial situation.
volunteer_activism ADVICE
Merger Arbitrage Diversification
Diversify merger arbitrage investments like bonds, considering various risk levels.
Focus on smaller deals with lower spreads for higher success rates, avoiding large headline deals.
insights INSIGHT
Insider Buying as Idea Generation
Insider buying is a valuable idea generation tool, not a guaranteed signal.
Focus on significant purchases by long-term board members with investing backgrounds.
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Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast
We are live every Tuesday at 1.30pm E / 10.30am P.
About Jake
Jake's Twitter: https://twitter.com/farnamjake1
Jake's book: The Rebel Allocator https://amzn.to/2sgip3l
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
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ABOUT TOBIAS CARLISLE
Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®.
He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.
Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam.
He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).