Podcasts Absolute Return Podcast #40: Cannabis Stocks Go Up In Smoke. Buy, Hold or Sell? November 18, 2019—Cannabis Boom Goes Bust as Economic Reality Bites and Pot Stock Prices Plummet. (more…)Mike Kesslering18 November 2019
Podcasts Absolute Return Podcast #39: The Largest Leveraged Buyout of All Time: Does This Mark the Cycle Peak? November 12, 2019—CPPIB Acquires Canada’s Biggest Wind Power Producer for US$2.6 Billion. What’s the Strategic Rationale? (more…)Mike Kesslering12 November 2019
Podcasts Absolute Return Podcast #38: Pre-Arbitrage and the Art of Deal Speculation November 4, 2019-Fitbit to be Acquired by Google for $2.1 Billion. How Did Merger Speculators End Up Doing? (more…)Mike Kesslering4 November 2019
Podcasts Absolute Return Podcast #37: Investor Biases and the Sunk Cost Fallacy October 29, 2019—Softbank Bails Out Near-Bankrupt WeWork as its Valuation Tumbles from $47 Billion to $8 Billion. (more…)Mike Kesslering28 October 2019
Podcasts Absolute Return Podcast #36: M&A 101: What’s a Contingent Value Right? October 21, 2019—Charles Schwab to Allow Investors to Trade Fractional Shares. (more…)Mike Kesslering21 October 2019
Podcasts Absolute Return Podcast #35: When Deals Fall Apart: An Investor’s Perspective October 15, 2019—Hong Kong Stock Exchange Drops its Bid for London Stock Exchange. Why are we not Surprised? (more…)Mike Kesslering15 October 2019
Podcasts Absolute Return Podcast #34: Profitless IPOs: Should You Invest? October 7, 2019—Broker Battle Breaks Out as Schwab Drops Commissions to Zero. (more…)Mike Kesslering7 October 2019
Podcasts Absolute Return Podcast #33: IPOs: Idiot’s Purchase Only? September 30, 2019—Peloton Falls as Much as -15% in its Underwhelming IPO. (more…)Mike Kesslering30 September 2019
Podcasts Absolute Return Podcast #32: The Anatomy of a Short Squeeze September 23, 2019—Blackstone Acquires Dream Global REIT in $6.2 Billion Real Estate Deal. (more…)Mike Kesslering23 September 2019
Podcasts Absolute Return Podcast #31: The Activist Hedge Fund Playbook September 16, 2019—Activist Hedge Fund Elliott Management Targets Conglomerate AT&T. (more…)Mike Kesslering16 September 2019