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.
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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.
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.
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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