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In this in-depth interview, Jason Varano, Executive Director at Nomura Securities who focuses on Special Situations / Risk-Arbitrage sits down to discuss NXPI/QCOM, AABA/BABA, DVMT/VMW, AKRX and a little CBS/VIAB (the interview was conducted July 26th, the day before the New Yorker article on Moonves)
Time Cues:
Open: Why I'm short CBS
3:47: NXPI/QCOM
16:47: AABA/BABA
21:00 DVMT/VMW
27:00 AKRX
33:00 CBS/VIAB
35:00 5 QUESTIONS
