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

MergerTalk: Simon Property Group/Taubman Centers -Why It May Be Premature To Write-Off This Merger

MergerTalk: The Covid-19 Effect On US Merger Spreads -An Update

Genworth Financial – MAC Clause Could Be Invoked

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

Following resolution of the LVMH/TIF merger spat, the focus now shifts on the looming court case starting November 16 in Michegan set to hear the arguments for and against <a href="https://www.smartkarma.com/entities/simon-property-group-inc" target="_blank" data-smartkarma-citation="entities:6472:1" rel="noopener">Simon Property Group (SPG US)</a>'s attempt to walk away from its Merger Agreement with <a href="https://www.smartkarma.com/entities/taubman-centers-inc" target="_blank" data-smartkarma-citation="entities:11757:1" rel="noopener">Taubman Centers (TCO US)</a> .  Below, we look to answer the following questions.Are there any takeaways from the <a href="https://www.smartkarma.com/entities/lvmh-moet-hennessy-louis-vui" target="_blank" data-smartkarma-citation="entities:21072:1" rel="noopener">Lvmh Moet Hennessy Louis Vuitton (MC FP)</a> / <a href="https://www.smartkarma.com/entities/tiffany-co" target="_blank" data-smartkarma-citation="entities:14729:1" rel="noopener">Tiffany &amp; Co (TIF US)</a> case that can be applied to the SPG/TCO situation?Does it make a difference whether the arguments are heard in Michegan or Delaware, where merger agreement disputes are most commonly litigated in the US?We also assess the likely outcome and suggest the best way to play this event.

Following resolution of the LVMH/TIF merger spat, the focus now shifts on the looming court case starting November 16 in Michegan set to hear the arguments for and against Simon Property Group (SPG US)'s attempt to walk away from its Merger Agreement with Taubman Centers (TCO US) .  Below, we look to answer the following questions.Are there any takeaways from the Lvmh Moet Hennessy Louis Vuitton (MC FP) / Tiffany &amp; Co (TIF US) case that can be applied to the SPG/TCO situation?Does it make a difference whether the arguments are heard in Michegan or Delaware, where merger agreement disputes are most commonly litigated in the US?We also assess the likely outcome and suggest the best way to play this event.

MergerTalk: Simon Property Group/Taubman Centers Update - The Preferred Way To Play This Event