Warner Bros. Discovery and Irenic’s Plan for SNAP With Dr. Paul Nary
The Special Situations Report Podcast Episode 63
We’re proud to release this week’s special episode, an interview with our wonderful guest, Professor Paul Nary.
Paul Nary is the Assistant Professor of Management at The University of Pennsylvania’s Wharton School, where he focuses on Corporate Strategy, M&A and Private Equity.
Episode 63 of our weekly Special Situations Report Podcast with Paul Nary is out today and can be found on Spotify, YouTube and Apple Podcasts.
Dr. Nary’s work has been published in top strategy journals, including the Strategic Management Journal and Academy of Management Review, and he is frequently quoted in top media outlets, including American Banker, Associated Press, Barron’s, CNBC, NPR’s Marketplace, and The Wall Street Journal.
Our conversation with Dr. Nary centered around four key topics. We spoke extensively about:
The bidding and sales process for Warner Bros. Discovery as well as the recent increase in the deal spread (WBD)
Irenic Capital’s activist campaign for Snap (SNAP)
Bill Ackman’s complex offer for Universal Music Group (UMG)
Dr. Nary’s research on private equity acquisitions and a potential deal for Commvault Systems (CVLT)
We learned so much from this discussion, and we hope you will too!
You can find Professor Nary at the following locations:
Wharton: Paul Nary
Website: PaulNary.com
X/Twitter: https://x.com/ProfPaulNary
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