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:Spreads Widen as Covid-19 Spreads Fear -Profitable Opportunities Or Questionable Deals?

MergerTalk: The Pending China Oceanwide/Genworth Financial Merger Is Still Alive, But What If?

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

<ul>
<li>Turbulent markets can  widen merger spreads arbitrarily creating attractive  arb opportunities with the potential for outsized IRRs</li>
<li>Among the several live transactions indicating unusually high spreads, none looks more alluring than the prospective MaxLinear (MX US) acquisition of Silicon Motion (SIMO US) in the semiconductor sector</li>
<li>The combination of an exceptionally wide spread driven by unsupported skepticism that the merger will not pass muster with China's SAMR and historically low valuations make SIMO's risk-reward profile  enticing</li>
</ul>


Turbulent markets can  widen merger spreads arbitrarily creating attractive  arb opportunities with the potential for outsized IRRs
Among the several live transactions indicating unusually high spreads, none looks more alluring than the prospective MaxLinear (MX US) acquisition of Silicon Motion (SIMO US) in the semiconductor sector
The combination of an exceptionally wide spread driven by unsupported skepticism that the merger will not pass muster with China's SAMR and historically low valuations make SIMO's risk-reward profile  enticing


MergerTalk:Market Turbulence/Wide Spreads-Spotlight On MaxLinear's Acquisition Of Silicon Motion

Silicon Motion Technology

MergerTalk:Market Turbulence/Wide Spreads-Spotlight On MaxLinear's Acquisition Of Silicon Motion