Asif Suria, Founder & Editor of Inside Arbitrage, 'The Event-Driven Edge in Investing', Episode 70

Investing Matters

Peter Lynch stated, “Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise.”

Therefore, it is my absolute pleasure to introduce our global Investing Matters audience to Asif Suria, the former technology analyst, serial entrepreneur, software services creator, quantitative fund founder, owner of the InsideArbitrage website and newletters, investor with a focus on event driven strategies including merger arbitrage, spinoffs, (legal) insider trading, buybacks and SPACs and also the author of the recently released Harriman House book, The Event-Driven Edge in Investing: Six special situation strategies to outperform the market.

Asif was one of the earliest contributors to Seeking Alpha in 2005 and his work has been mentioned in Barron's, Dow Jones, BNN Bloomberg and other publications.

He has been an active investor for more than two decades and his background in technology has helped him build machine learning tools that inform his investing process, especially as it relates to event-driven strategies that require updated data and processes. He previously ran a quantitative investment firm focused on insider transactions.

Operating experience as an executive at venture funded San Francisco Bay Area based companies gave him a front-row seat to understanding how to build and grow companies.

In this insightful and fascinating Investing Matters interview, discover Asif Suria’s fascination with the Beatles, his journey from being a technology analyst, Seeking Alpha contributor, running a quant fund, managing his own website InsideArbitrage, newletters and analysing vast databases of transactions, learn about his personal investing strategies and about his brilliant new book, The Event-Driven Edge in Investing: Six special situation strategies to outperform the market, and also ….

-Y2K bug / Dotcom bubble & bust

-Learning from mistakes

-Investing Influenced by Benjamin Graham, Philip Fisher, Warren Buffett, Peter Lynch, Charlie Munger

-Value investing / Value trap

-Growth at a reasonable price (GARP)

-Connections with Portfolio Manager, CEO, CIO, Investment Manager & authors Vitaliy Katsenelson & Tobias Carlisle

-Event driven strategies

-Merger arbitrage/ Risk arbitrage strategies (Microsoft / Activision Blizzard)

Legal insider transactions (buying/ selling)/ insider transactions (Amazon/Jeff Bezos)

-Bruce Sachs / Vertex Pharmaceuticals

-Stock buybacks / Cannibals (Apple NVR Inc) Double dippers

-Special purpose acquisitions companies / SPACs / WeWork

-Spinoffs (McDonalds / Chipotle Mexican Grill.. Fiat Chrysler / Ferrari)

-Management changes

-Personal investing strategies

-The too hard bucket

-Psychology

-Hedge Fund

-Venture capital fund

-The importance of the law of averages

-The InsideArbitrage database

-Why seasonal / cyclical strategies matter

-Idea generation

-Key lessons & learnings from investing

-Importance of being a learning machine

& much more

We hope you enjoy this podcast, and we look forward to hearing your feedback.

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