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

VMware: The Story After The Spinoff (12/2021)

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>While the size of the $61BN Broadcom/VMware deal has naturally attracted the scrutiny of regulators, the transaction's regulatory obstacles are far less  onerous than the failed Nvidia/Arm deal</li>
<li>Timing risk is a consideration as we can expect a protracted review process </li>
<li>If the regulatory review timeline  does not stretch too far beyond  the end 2023, there are still decent IRRs to be earned by arbs</li>
</ul>


While the size of the $61BN Broadcom/VMware deal has naturally attracted the scrutiny of regulators, the transaction's regulatory obstacles are far less  onerous than the failed Nvidia/Arm deal
Timing risk is a consideration as we can expect a protracted review process 
If the regulatory review timeline  does not stretch too far beyond  the end 2023, there are still decent IRRs to be earned by arbs


MergerTalk:ブロードコムによるVMware買収の成功は、NVIDIAによるARM買収の失敗よりも成功する理由

VMware Inc Class A

MergerTalk:ブロードコムによるVMware買収の成功は、NVIDIAによるARM買収の失敗よりも成功する理由