Superinvestors and the Art of Worldly Wisdom

#57: Asif Suria On The Virtues Of Event-Driven Investing

82 snips
Jun 21, 2023
Asif Suria explores the market clues hiding in insider trades, corporate buybacks, mergers and spinoffs. The conversation ranges from regulatory roadblocks widening deal spreads to founders doubling down on their companies, plus the risks and opportunities lurking in SPACs.
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Episode notes
1
Introduction
00:00 • 3min
2
How to Be a Value Investor
02:59 • 5min
3
How to Use Event-Driven Investing to Improve Your Returns
07:42 • 2min
4
How to Be an Event-Driven Investor
09:25 • 2min
5
The Importance of Insider Transactions
11:04 • 2min
6
The Power of Predictive Insiders
13:14 • 2min
7
The Importance of Independent Directors in Cluster Buying
15:04 • 2min
8
The Power of Insider Signals
16:39 • 2min
9
Lionsgate's Stars Division Is Well Capitalized
18:13 • 2min
10
Dustin Moskovitz and Asana
19:44 • 2min
11
Insider Activity in Aggregate Can Be a Signal on Its Own
22:06 • 2min
12
Risk Arbitrage: A Tool for Generating Decent Returns on Cash
23:49 • 4min
13
The FTC's Antitrust Framework Affects Merger Spreads
28:11 • 2min
14
The Trend in the Deal Spread
30:05 • 2min
15
The Effect of the Federal Trade Commission on Arbitrage Spreads
32:02 • 2min
16
The Downside of Deals That Don't Close
33:42 • 3min
17
The Benefits of a Buyback Announcement
36:23 • 2min
18
The Double-Defer and Insider Selling at the Same Time
38:44 • 2min
19
The Importance of Capital Allocation Decisions in Buybacks
40:25 • 2min
20
The Importance of Management Changes
42:44 • 4min
21
The Power of Founders
46:35 • 2min
22
The Value of Investing in a Company
48:30 • 3min
23
How to Be a Successful Investor in the Stock Market
51:28 • 3min
24
How to Buy a Spinoff Stock
54:23 • 2min
25
How to Identify Short Selling Opportunities With SPACs
56:10 • 3min
26
The Value of Insider Behavior in SPACs
59:33 • 3min
27
The Importance of Keeping an Open Mind to Idea Generation
01:02:54 • 2min
28
Inside Arbitrage: How to Get Started
01:04:32 • 2min
29
Super Investors and the Art of Worldly Wisdom
01:06:18 • 2min