The Special Situations Report
Episodes
Breaking Down BDCs and Private Credit With Kris Kania – The Special Situations Report Episode #59
23 Mar 2026
Contributed by Lukas
Summary:We’re proud to release this week’s special episode, an interview with our wonderful guest, Kris Kania. Kris Kania is the Founder & Por...
Neil Mehta of Greenoaks Buys The Coupang Data Breach Dip – The Special Situations Report Episode #58
16 Mar 2026
Contributed by Lukas
Summary:In this shortened episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss two key stories, including a new deal for a c...
The SaaSpocalypse and Salesforce's Massive Buyback – The Special Situations Report Episode #57
09 Mar 2026
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss cover four key stories, including a bidding war for an ...
Finding Value in Numbers With Ehsan Ehsani – The Special Situations Report Episode #56
02 Mar 2026
Contributed by Lukas
We’re proud to release this week’s special episode, an interview with our wonderful guest, Ehsan Ehsani. Ehsan Ehsani is an executive director at ...
GCI Liberty and John Malone's M&A Play with Chris Waller - The Special Situations Report Episode #55
23 Feb 2026
Contributed by Lukas
We’re proud to release this week’s special episode, an interview with our wonderful guest, Chris Waller. Chris is the Founder and Portfolio Manage...
Under Armour and the Retail Landscape with Matt McClintock - The Special Situations Report Episode #53
17 Feb 2026
Contributed by Lukas
We’re proud to release this week’s special episode, an interview with our wonderful guest, Matt McClintock. Matt is an expert in the consumer and ...
PayPal's New CEO and Boating M&A – The Special Situations Report Episode #53
09 Feb 2026
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss cover two key stories, such as a new deal for a boat ma...
A Deep Dive Into Quantum Computing and the Medtech Space – The Special Situations Report Episode #52
02 Feb 2026
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss cover four key stories including a tender offer for the...
Insider Purchases at Gamestop and the Nathan's Famous Acquisition – The Special Situations Report Episode #51
26 Jan 2026
Contributed by Lukas
Summary:In this special episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss two key stories, including the acquisition of N...
Insider Purchase at Micron & Potential Deals at Eli Lilly – The Special Situations Report Episode #50
20 Jan 2026
Contributed by Lukas
Summary:In this special episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss cover five key stories including a potential ac...
A Deep Dive Into Warner Bros Discovery With Gary Heffernan - The Special Situations Report Episode #49
12 Jan 2026
Contributed by Lukas
Welcome back to the new season of The Special Situations Report! We’re proud to release this week’s special episode, an interview with our wonderf...
A Breakdown of Buffet's Early Theses with Brett Gardner - The Special Situations Report Episode #48
10 Dec 2025
Contributed by Lukas
We’re proud to release this week’s special episode, an interview with our wonderful guest, Brett Gardner. Brett is a value investor and analyst at...
An Analysis of DoorDash and Honeywell's Spinoffs – The Special Situations Report Episode #47
01 Dec 2025
Contributed by Lukas
Summary:In this special episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss two key stories, including an interesting insid...
A Deep Dive on the Topgolf Callaway Spinoff – The Special Situations Report Episode #46
24 Nov 2025
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing w...
A Potential Bidding War for Avadel Pharmaceuticals – The Special Situations Report Episode #45
17 Nov 2025
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing w...
Revisiting the Failed CoreWeave and Core Scientific Deal – The Special Situations Report Episode #44
10 Nov 2025
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing w...
A Bidding War Between Pfizer and Novo Nordisk For GLP-1s – The Special Situations Report Episode 43
03 Nov 2025
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing w...
A Masterclass In Investing Frameworks with Gautam Baid - The Special Situations Report Episode #42
27 Oct 2025
Contributed by Lukas
We’re proud to release this week’s special episode, an interview with our wonderful guest, Gautam Baid. Gautam is a CFA charterholder and the auth...
The Ongoing Battle at Sable Offshore – The Special Situations Report Episode 41
21 Oct 2025
Contributed by Lukas
We apologize for the delay in this week's episode, caused by AWS issues that impacted our podcast recording and processing platform.Summary:In thi...
Deja Vu with TaskUs and STAAR Surgical – The Special Situations Report Episode #40
13 Oct 2025
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing w...
The Electronic Arts Deal Comes Through – The Special Situations Report Episode #39
06 Oct 2025
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing w...
The Largest Insider Purchase Ever – The Special Situations Report Episode #38
29 Sep 2025
Contributed by Lukas
Summary:We are continuing with our new format by focusing on four key stories, including a deal between the two largest real estate brokerage companie...
Exploiting Investor Biases and A Look at Lyft with Evan Tindell - The Special Situations Report Episode 37
22 Sep 2025
Contributed by Lukas
We’re proud to release this week’s special episode, an interview with our wonderful guest, Evan Tindell. Evan is the Co-Founder and Chief Investme...
Multi-Activist Involvement and Shareholder Opposition – The Special Situations Report Episode #36
15 Sep 2025
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing w...
Breakups Across the Major Food Conglomerates – The Special Situations Report Episode #35
08 Sep 2025
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing w...
A Flip Flopper Insider at OrthoPediatrics – The Special Situations Report Episode #34
02 Sep 2025
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing w...
M&A Rumors Turn Into Reality – The Special Situations Report Episode #33
25 Aug 2025
Contributed by Lukas
Summary:On today’s podcast we will discuss an even higher bid for Dallas News, multiple rumored deals that came to fruition including the acquisitio...
John Paulson’s Purchase of Bausch Health From Carl Icahn – The Special Situations Report Episode #32
18 Aug 2025
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing w...
Crypto Treasury Companies and Relative Value Arbitrage with Andrew Walker - The Special Situations Report Episode #31
11 Aug 2025
Contributed by Lukas
We’re proud to release this week’s special episode, an interview with our wonderful guest, Andrew Walker. Andrew is a portfolio manager at Rangele...
The SPAC Resurgence with Julian Klymochko - The Special Situations Report Episode #30
04 Aug 2025
Contributed by Lukas
We’re proud to release this week’s special episode, an interview with our wonderful guest, Julian Klymochko. Julian is the Founder and CEO of Acce...
Norfolk Southern and Union Pacific in Merger Discussions – The Special Situations Report Episode #29
28 Jul 2025
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing w...
Chevron Finally Completes The Hess Acquisition – The Special Situations Report Episode #28
21 Jul 2025
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing w...
CoreWeave Set To Acquire Core Scientific For $9 Billion – The Special Situations Report Episode #27
14 Jul 2025
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing w...
JP Morgan, Morgan Stanley, UBS & More Announce Massive Buybacks – The Special Situations Report Episode #26
08 Jul 2025
Contributed by Lukas
This week we discuss:Home Depot (HD) outbidding Brad Jacobs’ QXO (QXO) to acquire GMS (GMS)Concentra Biosciences acquiring yet another cash rich mic...
A Potential Bidding War for GMS and Torrid’s Stock Price Crashes – The Special Situations Report Episode #25
30 Jun 2025
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing w...
Netflix's Competitive Moat and AI in CROs with Luis Sanchez – The Special Situations Report Episode #24
23 Jun 2025
Contributed by Lukas
We’re proud to release this week’s special episode, our third-ever interview with our wonderful guest, Luis Sanchez. Luis Sanchez is the Founder a...
The Breakup of Warner Bros Discovery – The Special Situations Report Episode #23
16 Jun 2025
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing w...
A Biotech Boom: Rumored Deals, Bidding Wars, CVRs, Insider Transactions, and More! – The Special Situations Report Episode #22
09 Jun 2025
Contributed by Lukas
A minor correction at 17:50 – meant to be 15% of all shares outstanding, not 5%.Summary:In this episode of the Special Situations Report, hosts Asif...
A Rogue Elliott Director and Instacart Loses Its CEO to OpenAI – The Special Situations Report Episode #21
02 Jun 2025
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing w...
The United States Steel and Nippon Steel Saga Continues - The Special Situations Report Episode #20
27 May 2025
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing w...
Differentiating Toxic Waste and Spinoff Deep Dives with Rich Howe – The Special Situations Report Episode #19
19 May 2025
Contributed by Lukas
We’re proud to release this week’s special episode, our second-ever interview with our wonderful guest, Rich Howe. Rich is best known for his exte...
Warren Buffet and the Future of Berkshire – The Special Situations Report Episode #18
12 May 2025
Contributed by Lukas
This week we discuss:A big spike in M&A activity last week with six new deals announced including the acquisition of Sketchers (SKX) by the Brazil...
Busted Biotechs and Pricing Risk with Chris DeMuth Jr. – The Special Situations Report Episode #17
05 May 2025
Contributed by Lukas
This week’s special episode is our long-awaited first interview, with our wonderful guest, Chris DeMuth Jr. Chris DeMuth Jr founded Rangeley Capital...
A Potential Bidding War for Guess - The Special Situations Report Episode #16
28 Apr 2025
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing w...
Bill Ackman Builds a Stake in Hertz - The Special Situations Report Episode #15
21 Apr 2025
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing w...
Gamestop CEO Buys Shares And Continued Market Turmoil - The Special Situations Report Episode #14
14 Apr 2025
Contributed by Lukas
There were two mistakes made during the recording of this podcast and our corrections are as follows:At 10:41, we mistakenly say Gen Digital’s stock...
Tariffs and Their Impact on The Special Situations Space - The Special Situations Report Episode 13
07 Apr 2025
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing w...
Dun & Bradstreet Acquistion Breathes New Life Into Cannae - The Special Situations Report Episode #12
31 Mar 2025
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing w...
The QXO and Beacon Roofing Supply Deal Comes Through - The Special Situations Report Episode #11
24 Mar 2025
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing w...
A Surge in Special Situations Activity - The Special Situations Report Episode #10
17 Mar 2025
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing w...
Breaking Down The Walgreens Boots Alliance Acquisition - The Special Situations Report Episode #9
10 Mar 2025
Contributed by Lukas
Summary:In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing w...
The Egg Prices Crisis and Apollo's Real Estate Play - The Special Situations Report Episode #8
03 Mar 2025
Contributed by Lukas
Summary:In this eighth episode of the Special Situations Report, hosts Tamanna Suria and Asif Suria discuss the latest developments in the event-drive...
Massive Insider Sales at JPMorgan and Numerous Competing M&A Bids - The Special Situations Report Episode #7
24 Feb 2025
Contributed by Lukas
Summary:In this seventh episode of the Special Situations Report, hosts Tamanna Suria and Asif Suria discuss the latest developments in the event-driv...
Avis Budget Group Loses Its Turnaround CEO - The Special Situations Report Episode #6
18 Feb 2025
Contributed by Lukas
Summary:In the sixth episode of the Special Situations Report, hosts Tamanna Suria and Asif Suria discuss the latest developments in the event-driven ...
Elliott Management's Activist Campaigns - The Special Situations Report Episode #5
10 Feb 2025
Contributed by Lukas
SummaryIn the fifth episode of the Special Situations Report, hosts Tamanna Suria and Asif Suria discuss the latest developments in the merger arbitra...
Poison Pills in Hostile Acquisitions - The Special Situations Report Episode #4
03 Feb 2025
Contributed by Lukas
Summary In the fourth episode of the Special Situations Report podcast, hosts Asif and Tamanna Suria discuss the latest event-driven activities, focu...
A Buyback Bonanza - The Special Situations Report Episode #3
27 Jan 2025
Contributed by Lukas
Summary: In the third episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest event-driven activities, including num...
Bill Ackman's Proposal to Howard Hughes - The Special Situations Report Episode #2
21 Jan 2025
Contributed by Lukas
Editor’s Notes: Asif mistakenly mentioned that Citigroup’s stock has almost doubled over the last year. It is “only” up more than 50% over the...
The Battle for Lifeway Foods and U.S. Steel - The Special Situations Report Episode #1
13 Jan 2025
Contributed by Lukas
Summary In the inaugural episode of the Special Situations Report podcast, hosts Asif and Tamanna Suria introduce the podcast's focus on event-driven ...