DiscoverThe Special Situations ReportThe Ongoing Battle at Sable Offshore – The Special Situations Report Episode 41
The Ongoing Battle at Sable Offshore – The Special Situations Report Episode 41

The Ongoing Battle at Sable Offshore – The Special Situations Report Episode 41

Update: 2025-10-21
Share

Description

We apologize for the delay in this week's episode, caused by AWS issues that impacted our podcast recording and processing platform.


Summary:

In this episode of the Special Situations Report, hosts Asif and Tamanna Suria discuss the latest developments in the event-driven investing world, focusing on M&A activity, stock buybacks, insider trading, spinoffs, and significant management changes. The two continue with the new format by focusing on four key stories, including the merger of two timber REITs, a massive stock buyback at Synchrony Financial, insider purchases amidst some fascinating developments at Sable Offshore, and Starboard Value taking a stake in Keurig Dr Pepper.


Keywords:

M&A, merger arbitrage, bidding wars, shareholder opposition, deals in the works, insider buying, insider sales, buybacks, C-suite transitions, spinoffs, activists, activist campaigns, failed mergers, management transitions, special situations, event-driven investing, markets, stocks

Comments 
loading
In Channel
loading
00:00
00:00
1.0x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

The Ongoing Battle at Sable Offshore – The Special Situations Report Episode 41

The Ongoing Battle at Sable Offshore – The Special Situations Report Episode 41

Inside Arbitrage