AlphaSituations-Event/Catalyst Driven Research, AlphaSituations

Robert Sassoon

Robert Sassoon has been an equity analyst for more than twenty years focusing primarily on global special situations. Robert has worked in research for several large sell-side institutions, including Credit Suisse, Natwest Capital Markets and Societe Generale. During his career, he has achieved top 5 rankings in various analyst surveys, including the Extel and Greenwich surveys.

In 2017, Robert founded AlphaSituations, an idea-generating investment research service with the goal of delivering a unique portfolio of ideas to drive client growth and returns by uncovering compelling and highly profitable value propositions as well as lucrative shorter-term trading situations arising from select dislocating corporate restructuring events and catalysts. Currently, the main geographical focus of the research is North America. Since its establishment, AlphaSituations has delivered a track record of outperformance with a hit rate of winners of more than 70% of its portfolio of ideas generating annualized average returns of 20%.

In January 2022, AlphaSituations was contracted  by Water Tower Research,  an investor engagement and stakeholder communication platform to provide coverage of Special Situations.

AlphaSituations-Event/Catalyst Driven Research

ActivistTalk: Focus on Bed, Bath & Beyond (BBBY US)-Why The Market's Skepticism Creates Opportunity

ActivistTalk:An Update On Bed Bath & Beyond (BBBY US) -A Bet On Management Worth Making

ActivistTalk-Bed Bath & Beyond (BBBY US): Why We Think The Pandemic Won't Derail The Turnaround

AlphaSituations

Since its establishment, AlphaSituations has delivered a track record of outperformance with a hit rate of winners of more than 70% of its portfolio of ideas generating annualized average returns of 20%. In January 2022, AlphaSituations was contracted by Water Tower Research, an investor engagement and stakeholder communication platform to provide coverage of Special Situations

Event-Driven

<p>An early misread of the last week's  3Q FY 2020 earnings report is being corrected,  no doubt helped by a short squeeze due to the stock's relatively high short ratio. Under the stewardship of new Mark Tritton, BBBY's turnaround is not only taking hold even through the pandemic, but is gathering momentum. While early skepticism has wavered, with the stock ~75% above its level the first day Tritton began his new role in early November 2019, our valuation assessment still suggests that there is 33% plus more share price upside without pushing the envelope too far out. The combination of its high short interest stock coupled with an aggressive share  repurchase program by the company suggests that this  revaluation could occur fairly quickly.  </p>

An early misread of the last week's  3Q FY 2020 earnings report is being corrected,  no doubt helped by a short squeeze due to the stock's relatively high short ratio. Under the stewardship of new Mark Tritton, BBBY's turnaround is not only taking hold even through the pandemic, but is gathering momentum. While early skepticism has wavered, with the stock ~75% above its level the first day Tritton began his new role in early November 2019, our valuation assessment still suggests that there is 33% plus more share price upside without pushing the envelope too far out. The combination of its high short interest stock coupled with an aggressive share  repurchase program by the company suggests that this  revaluation could occur fairly quickly.  

ActivistTalk:Bed Bath & Beyond-Room For More Share Price Appreciation As Turnaround Gains Momentum