Breakups Across the Major Food Conglomerates – The Special Situations Report Episode 35

Episode 35 of our weekly Special Situations Report Podcast is out and can be found on Spotify, YouTube and Apple Podcasts.

In this podcast we discuss five key special situations stories including:

• The second largest acquisition of the year with Sumitomo acquiring Air Lease (AL) in a $28.2 billion all cash deal
• A proposed spinoff by Keurig Dr. Pepper (KDP) that will create the largest coffee company in the world
• A massive $20 billion buyback announcement by Salesforce (CRM)
• Insider buying at Resideo (REZI), a company that was spun out of Honeywell in 2018 and that is now planning a spinoff of its own
• Activist investment firm Elliott’s involvement with PepsiCo (PEP)

Editor’s note: In the podcast we refer to Air Lease’s acquisition by Sumimoto. The acquirer is actually Sumitomo.

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