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

Affirm Holdings - Addictive BNPL Could Backfire in 2022

SPACTalk: MoneyLion (ML US)-The Case Of The Missing Roar And Why We Believe It Will Return

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

Event-Driven

<ul>
<li>Both <a href="https://www.smartkarma.com/entities/moneylion-inc" target="_blank" data-smartkarma-citation="entities:34686:1" rel="noopener">MoneyLion (ML US)</a> and <a href="https://www.smartkarma.com/entities/affirm-holdings" target="_blank" data-smartkarma-citation="entities:31038:1" rel="noopener">Affirm Holdings (AFRM US)</a> present strong growth credentials, but ML is  several steps ahead towards achieving their shared ambition of becoming a fintech super app</li>
<li>The substantial value premium at which AFRM is currently trading makes no sense given the potential headwinds from heavier regulation and increased competition likely to confront pure-play BNPL companies</li>
<li>A grossly undervalued ML and pricey AFRM offers a pair trade idea with potential to yield an outsized return that could be largely played out during the course of 2022  </li>
</ul>


Both MoneyLion (ML US) and Affirm Holdings (AFRM US) present strong growth credentials, but ML is  several steps ahead towards achieving their shared ambition of becoming a fintech super app
The substantial value premium at which AFRM is currently trading makes no sense given the potential headwinds from heavier regulation and increased competition likely to confront pure-play BNPL companies
A grossly undervalued ML and pricey AFRM offers a pair trade idea with potential to yield an outsized return that could be largely played out during the course of 2022  


SPACTalk: 2022 High Conviction Pair Trade Idea-Why Moneylion Is A Better Choice Than Affirm Holdings