In this episode of According to Sources, host Michael Samuels sits down with Jason Varano, executive director at Nomura Securities, to discuss NXPI/QCOM, AABA/BABA, DVMT/VMW, AKRX and a little CBS/VIAB. Varano specializes in special situations and risk arbitrage.
Disclosure: I am/we are long CELG. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.