222: Luke Cummings – Mergers & Acquisitions: The Ultimate Game of Poker

Chat With Traders

Tessa Dao

Education, Business, Investing

4.9 • 2.3K Ratings

🗓️ 14 October 2021

⏱️ 80 minutes

🔗️ Recording | iTunes | RSS

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Summary

Returning to Chat With Traders podcast, Luke Cummings—CIO of Harvest Lane Asset Management—details his funds’ core strategy of trading mergers and acquisitions… Step-by-step, Luke explains his methods of assessing a takeover bid when it first hits the market, initiating a position, monitoring news flow, and ultimately, booking a profit/loss when the change of control takes place (or the deal falls through!) Show notes: https://chatwithtraders.com/222 Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	With O2, connect with family and friends for less this Christmas.
0:03.6	Save up to 500 pounds on the Samsung Galaxy S22 Ultra.
0:07.9	So go on, send those antler selfies and Santa emojis
0:11.3	and give those distant relays a video call.
0:14.0	Hiya, Janette Allen.
0:16.2	Connect for less this Christmas.
0:18.0	Search O2 Christmas.
0:19.8	O2, we're better connected.
0:21.9	Plus RPI plus 3.9% 500 pounds serving over 36 months.
0:24.7	And 20th December 2022, 36 months advice found with linked head time plan up to 24 months,
0:28.3	18 plus credits each year in terms of life.
0:33.1	Markets, speculation and risk.
0:35.8	This is the Chat with Trader's podcast hosted by Aaron Feifield.
0:41.3	What's up and welcome my friends.
0:43.7	You are listening to Chat with Traders' episode 222.
0:49.3	Today, my guest is Luke Cummings.
0:52.0	And I'm sure a few of my day ones will remember Luke from way back
0:56.4	when he was a guest on episode 31.
0:59.6	But either way, Luke is the CIO of Harvest Lane Asset Management,
1:06.0	a Sydney based hedge fund with a core strategy of trading in mergers and acquisitions,
1:12.3	or M&A for short.
1:14.7	Now, unlike our first chat in 2015 where we spoke about all sorts,
	...

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