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Robert Sassoon

Robert Sassoon
AlphaSituations-Event/Catalyst Driven Research
AlphaSituations

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United States • Equities • Event-Driven
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bearish•Bed Bath & Beyond
•01 Feb 2023 07:59

ActivistTalk: Bed Bath & Beyond at Death's Door

BBBY is barreling towards bankruptcy sooner rather than later.By the time, There may not be any money left for its equity holders to recover, which...

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bullish•iRobot Corp
•30 Dec 2022 08:32

MergerTalk: Regulators May Be Hard Pressed To Prove The Amazon/IRobot Deal Harmful To Competition

Amazon's pursuit of robotic vacuum manufacturer iRobot is being scrutinized by the FTC,  a vertical merger the regulator will be hard pressed  to...

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bullish•Black Knight
•23 Dec 2022 01:36

MergerTalk:Why Black Knight May Be As Safe As Houses Even If Regulators Stop Its Merger With ICE

BKI appears to offer a very enticing risk-reward profile with attractive upside irrespective of whether the ICE merger transaction moves to...

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bullish•VMware Inc Class A
•25 Nov 2022 06:43

MergerTalk:Why Broadcom's Pursuit of VMware Will Fare Better Than Nvidia's Doomed Bid For ARM

In spite of the prospect of a protracted regulatory review and AVGO's previous run-ins with US and European regulators, we don't expect its pursuit...

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•27 Oct 2022 06:45

MergerTalk:Market Turbulence/Wide Spreads-Spotlight On MaxLinear's Acquisition Of Silicon Motion

A 90% plus spread would typically represent a big red flag for a merger transaction. However in the context of current dislocated markets, the...

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