AlphaSituations-Event/Catalyst Driven Research, AlphaSituations

Robert Sassoon

Robert Sassoon has been an equity analyst for more than twenty years focusing primarily on global special situations. Robert has worked in research for several large sell-side institutions, including Credit Suisse, Natwest Capital Markets and Societe Generale. During his career, he has achieved top 5 rankings in various analyst surveys, including the Extel and Greenwich surveys.

In 2017, Robert founded AlphaSituations, an idea-generating investment research service with the goal of delivering a unique portfolio of ideas to drive client growth and returns by uncovering compelling and highly profitable value propositions as well as lucrative shorter-term trading situations arising from select dislocating corporate restructuring events and catalysts. Currently, the main geographical focus of the research is North America. Since its establishment, AlphaSituations has delivered a track record of outperformance with a hit rate of winners of more than 70% of its portfolio of ideas generating annualized average returns of 20%.

In January 2022, AlphaSituations was contracted  by Water Tower Research,  an investor engagement and stakeholder communication platform to provide coverage of Special Situations.

AlphaSituations-Event/Catalyst Driven Research

MergerTalk: Kansas City Southern-Will Canadian National Derail Canadian Pacific's USCMA Strategy?

AlphaSituations

Since its establishment, AlphaSituations has delivered a track record of outperformance with a hit rate of winners of more than 70% of its portfolio of ideas generating annualized average returns of 20%. In January 2022, AlphaSituations was contracted by Water Tower Research, an investor engagement and stakeholder communication platform to provide coverage of Special Situations

Event-Driven

The first major railroad merger transaction in North America in more than two decades has developed into a bidding war between the two major Canadian railroad operators - <a href="https://www.smartkarma.com/entities/canadian-national-railway-co" target="_blank" data-smartkarma-citation="entities:24515:1" rel="noopener">Canadian National Railway Co (CNI US)</a> and <a href="https://www.smartkarma.com/entities/canadian-pacific-railway-ltd" target="_blank" data-smartkarma-citation="entities:24519:1" rel="noopener">Canadian Pacific Railway (CP US)</a> - battling for <a href="https://www.smartkarma.com/entities/kansas-city-southern" target="_blank" data-smartkarma-citation="entities:6157:1" rel="noopener">Kansas City Southern (KSU US)</a> as each look to exploit more fully the benefits of last year's inked USCMA.In our insight published on April 26, 2021 -MergerTalk: Kansas City Southern-Will Can National Derail Canadian Pacific's USCMA Strategy? - written prior to the termination by KSU's merger agreement with CP in favor of CNI, we suggested that should such a circumstance unfold (which it did), it would be unlikely that CP would sheepishly  give up on  its merger ambitions for which it has strongly argued the strategic value of its combination with KSU. despite its inferior financial firepower when compared with that of CNI.Following CP's raised counterbid, this follow-up insight considers what might happen next in this intriguing battle for a key North American railroad.

The first major railroad merger transaction in North America in more than two decades has developed into a bidding war between the two major Canadian railroad operators - Canadian National Railway Co (CNI US) and Canadian Pacific Railway (CP US) - battling for Kansas City Southern (KSU US) as each look to exploit more fully the benefits of last year's inked USCMA.In our insight published on April 26, 2021 -MergerTalk: Kansas City Southern-Will Can National Derail Canadian Pacific's USCMA Strategy? - written prior to the termination by KSU's merger agreement with CP in favor of CNI, we suggested that should such a circumstance unfold (which it did), it would be unlikely that CP would sheepishly  give up on  its merger ambitions for which it has strongly argued the strategic value of its combination with KSU. despite its inferior financial firepower when compared with that of CNI.Following CP's raised counterbid, this follow-up insight considers what might happen next in this intriguing battle for a key North American railroad. 

MergerTalk:Battle For Kansas-Will Canadian National Derail Canadian Pacific’s USCMA Strategy? Part 2