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BMY / CELG : 6 Factors Driving The Deal Spread

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Manage episode 225007097 series 2416108
Content provided by Broome Street Capital and Michael Samuels. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broome Street Capital and Michael Samuels or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

On this week's episode I revisit Barnes & Noble after mixed holiday sales. I explain how I've adjusted my position in MLNX, quickly touch on QEP & ARNC, and end with the 6 factors driving the spread in BMY/CELG

  continue reading

41 episodes

Artwork
iconShare
 
Manage episode 225007097 series 2416108
Content provided by Broome Street Capital and Michael Samuels. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Broome Street Capital and Michael Samuels or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

On this week's episode I revisit Barnes & Noble after mixed holiday sales. I explain how I've adjusted my position in MLNX, quickly touch on QEP & ARNC, and end with the 6 factors driving the spread in BMY/CELG

  continue reading

41 episodes

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