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: Healthcare Merger/SOC Telemed-Why This Deal Can Join The Exclusive SPAC Winners Club

Nikola:A Winning SPAC Story Turning Into Greek Tragedy & A Shot Across the Bows for SPAC Investors

2021 High Conviction - MergerTalk:SOC Telemed- Acutely Underappreciated Investment Proposition

MergerTalk: SPAC VectoIQ Acquisition Corp (VTIQ US)/Nikola Corporation- A Heavy Duty Tesla

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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

Thematic (Sector/Industry)

United states Financials / Thematic (Sector/Industry)

<p>Until this year, Special Purpose Acquisition Companies or SPACs had been an under-the-radar segment of the event-driven sector.  In 2020, they have seemingly taken the market by storm and have become the hot new trend. However, closer analysis of this trend indicates that the apparent emergence of SPACs as a value creating investment class should be viewed with caution.</p>

Until this year, Special Purpose Acquisition Companies or SPACs had been an under-the-radar segment of the event-driven sector.  In 2020, they have seemingly taken the market by storm and have become the hot new trend. However, closer analysis of this trend indicates that the apparent emergence of SPACs as a value creating investment class should be viewed with caution.

MergerTalk: SPACs May Have Become The Hot New Trend, But SPAC Investment Requires A Health Warning