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

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

<ul>
<li>
<a href="https://www.smartkarma.com/entities/jetblue-airways-corp" target="_blank" data-smartkarma-citation="entities:1516:1" rel="noopener">Jetblue Airways (JBLU US)</a> is going all out to acquire <a href="https://www.smartkarma.com/entities/spirit-airlines-inc" target="_blank" data-smartkarma-citation="entities:3389:1" rel="noopener">Spirit Airlines (SAVE US)</a> with an increased $33.5/share cash offer, 68% above Frontier Airlines (UCLL US) agreed bid worth $19.99</li>
<li>Antitrust risk is a substantial obstacle to both transactional options available to SAVE, but JBLU's stronger commitment to remedial solutions should be enough to make SAVE board reconsider its position</li>
<li>Deal momentum now seems to be moving in favor of JBLU's vigorous pursuit of SAVE which is starting to make the target's risk-reward profile look compelling </li>
</ul>



Jetblue Airways (JBLU US) is going all out to acquire Spirit Airlines (SAVE US) with an increased $33.5/share cash offer, 68% above Frontier Airlines (UCLL US) agreed bid worth $19.99
Antitrust risk is a substantial obstacle to both transactional options available to SAVE, but JBLU's stronger commitment to remedial solutions should be enough to make SAVE board reconsider its position
Deal momentum now seems to be moving in favor of JBLU's vigorous pursuit of SAVE which is starting to make the target's risk-reward profile look compelling 


MergerTalk: The Bidding War For Spirit Airlines