Tariffs and Their Impact on Special Situations

The Special Situations Report Podcast Episode 13

Episode 13 of our weekly Special Situations Report Podcast is out and can be found on Spotify, YouTube and Apple Podcasts.

This week we discuss:

• The impact of tariffs and whether they constitute a force majeure event

• A potential merger between GlobalFoundries (GFS) and United Microelectronics (UMC)

• Updates on the potential acquisition of Guess (GES) by WHP Global

• Discover Financial (DFS) and Capital One (COF) clearing a key hurdle related to their merger

• The acquisition of Mr. Cooper Group Inc. (COOP) by Rocket Companies, Inc. (RKT)

• The spinoff of Angi (ANGI) from IAC (IAC)

• A modest stock buyback at the banking software company nCino (NCNO)

• Dustin Moskovitz’s continued insider purchases of Asana (ASAN)

• A new director of Dollar Tree (DLTR) purchasing shares after the company decided to sell its Family Dollar business

• An insider purchase of the energy company APA Corporation (APA) by an independent director

• Warner Bros. Discovery’s (WBA) decision to expand its board following pressure from an activist shareholder

• A new CFO at Macy’s (M) that is coming over from Capri Holdings (CPRI)

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Transcript of Episode 13: Tariffs and Their Impact on Special Situations

Full transcript of the episode can be found here on InsideArbitrage.