Summary: 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
