The Special Situations Report

70 episodes · by Asif Suria and Tamanna Suria

About The Special Situations Report

The Special Situations Report is a podcast with 70 episodes in the PodLexicon database, each accompanied by a full searchable transcript and AI-generated summary. A weekly roundup of the most significant event-driven and special situations news, with notable guests every month! Brought to you by your hosts Asif Suria and Tamanna Suria, The Special Situations Report is a podcast powered by Inside Arbitrage. PodLexicon indexes every episode of The Special Situations Report and turns each one into a searchable AI summary — find the episode that covers a topic, track how that topic evolved over time, or compare what different guests said about it.

Topics Covered on The Special Situations Report

Notable Guests on The Special Situations Report

• Andrew Walker
• Chris Waller
• Luis Sanchez
• Gautam Baid
• Rich Howe
• Matt Peterson
• Gary Heffernan
• Ehsan Ehsani
• Evan Tyndall
• Brett Gardner

Recent Episodes

• Options Plays & International Markets With Matt Peterson – The Special Situations Report Episode #70 — June 08, 2026
• Tilman Fertitta's $17.6 Billion Deal For Caesars Entertainment – The Special Situations Report Episode #69 — June 01, 2026
• The $130 Billion Acquisition of Dominion Energy By NextEra – The Special Situations Report Episode #68 — May 26, 2026
• Media Mogul Byron Allen Makes a Play for STARZ – The Special Situations Report Episode 67 — May 18, 2026
• GameStop's Unusual and Complex Bid for eBay – The Special Situations Report Episode #66 — May 11, 2026
• A Tumultuous Bidding War For a Mortgage REIT – The Special Situations Report Episode #65 — May 04, 2026
• Tim Cook Steps Down and a Massive Buyback at Adobe – The Special Situations Report Episode #64 — April 27, 2026
• WBD Sale Dynamics and Irenic Capital's Activist Plan for SNAP With Paul Nary – The Special Situations Report Episode #63 — April 20, 2026
• ACA Coverage Concerns Spark Oscar Health Insider Purchase – The Special Situations Report Episode #62 — April 13, 2026
• Amazon In Talks With Apple to Acquire Globalstar For $9 Billion – The Special Situations Report Episode #61 — April 06, 2026
• The Legal Battle Brewing At Liquidia With Steven Kiel and Viral Kothari – The Special Situations Report Episode #60 — March 30, 2026
• Breaking Down BDCs and Private Credit With Kris Kania – The Special Situations Report Episode #59 — March 23, 2026
• Neil Mehta of Greenoaks Buys The Coupang Data Breach Dip – The Special Situations Report Episode #58 — March 16, 2026
• The SaaSpocalypse and Salesforce's Massive Buyback – The Special Situations Report Episode #57 — March 09, 2026
• Finding Value in Numbers With Ehsan Ehsani – The Special Situations Report Episode #56 — March 02, 2026
• GCI Liberty and John Malone's M&A Play with Chris Waller - The Special Situations Report Episode #55 — February 23, 2026
• Under Armour and the Retail Landscape with Matt McClintock - The Special Situations Report Episode #54 — February 17, 2026
• PayPal's New CEO and Boating M&A – The Special Situations Report Episode #53 — February 09, 2026
• A Deep Dive Into Quantum Computing and the Medtech Space – The Special Situations Report Episode #52 — February 02, 2026
• Insider Purchases at Gamestop and the Nathan's Famous Acquisition – The Special Situations Report Episode #51 — January 26, 2026
• Insider Purchase at Micron & Potential Deals at Eli Lilly – The Special Situations Report Episode #50 — January 20, 2026
• A Deep Dive Into Warner Bros Discovery With Gary Heffernan - The Special Situations Report Episode #49 — January 12, 2026
• A Breakdown of Buffet's Early Theses with Brett Gardner - The Special Situations Report Episode #48 — December 10, 2025
• An Analysis of DoorDash and Honeywell's Spinoffs – The Special Situations Report Episode #47 — December 01, 2025
• A Deep Dive on the Topgolf Callaway Spinoff – The Special Situations Report Episode #46 — November 24, 2025
• A Potential Bidding War for Avadel Pharmaceuticals – The Special Situations Report Episode #45 — November 17, 2025
• Revisiting the Failed CoreWeave and Core Scientific Deal – The Special Situations Report Episode #44 — November 10, 2025
• A Bidding War Between Pfizer and Novo Nordisk For GLP-1s – The Special Situations Report Episode 43 — November 03, 2025
• A Masterclass In Investing Frameworks with Gautam Baid - The Special Situations Report Episode #42 — October 27, 2025
• The Ongoing Battle at Sable Offshore – The Special Situations Report Episode 41 — October 21, 2025
• Deja Vu with TaskUs and STAAR Surgical – The Special Situations Report Episode #40 — October 13, 2025
• The Electronic Arts Deal Comes Through – The Special Situations Report Episode #39 — October 06, 2025
• The Largest Insider Purchase Ever – The Special Situations Report Episode #38 — September 29, 2025
• Exploiting Investor Biases and A Look at Lyft with Evan Tindell - The Special Situations Report Episode 37 — September 22, 2025
• Multi-Activist Involvement and Shareholder Opposition – The Special Situations Report Episode #36 — September 15, 2025
• Breakups Across the Major Food Conglomerates – The Special Situations Report Episode #35 — September 08, 2025
• A Flip Flopper Insider at OrthoPediatrics – The Special Situations Report Episode #34 — September 02, 2025
• M&A Rumors Turn Into Reality – The Special Situations Report Episode #33 — August 25, 2025
• John Paulson’s Purchase of Bausch Health From Carl Icahn – The Special Situations Report Episode #32 — August 18, 2025
• Crypto Treasury Companies and Relative Value Arbitrage with Andrew Walker - The Special Situations Report Episode #31 — August 11, 2025
• The SPAC Resurgence with Julian Klymochko - The Special Situations Report Episode #30 — August 04, 2025
• Norfolk Southern and Union Pacific in Merger Discussions – The Special Situations Report Episode #29 — July 28, 2025
• Chevron Finally Completes The Hess Acquisition – The Special Situations Report Episode #28 — July 21, 2025
• CoreWeave Set To Acquire Core Scientific For $9 Billion – The Special Situations Report Episode #27 — July 14, 2025
• JP Morgan, Morgan Stanley, UBS & More Announce Massive Buybacks – The Special Situations Report Episode #26 — July 08, 2025
• A Potential Bidding War for GMS and Torrid’s Stock Price Crashes – The Special Situations Report Episode #25 — June 30, 2025
• Netflix's Competitive Moat and AI in CROs with Luis Sanchez – The Special Situations Report Episode #24 — June 23, 2025
• The Breakup of Warner Bros Discovery – The Special Situations Report Episode #23 — June 16, 2025
• A Biotech Boom: Rumored Deals, Bidding Wars, CVRs, Insider Transactions, and More! – The Special Situations Report Episode #22 — June 09, 2025
• A Rogue Elliott Director and Instacart Loses Its CEO to OpenAI – The Special Situations Report Episode #21 — June 02, 2025