The Aramark Episode
Jun 17, 2019•1 hr 10 min•Ep. 39
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Episode description
Following his success at CSX, press is reporting that Paul Hilal and his fund Mantle Ridge are now contemplating a move at food service/uniform giant Aramark. I'm joined by Nomura analyst Dan Dolev to discuss the possible outcomes. Later I interview Cowen's John Kernan regarding the Jana stake in ELY.
Other companies mentioned include RRGB, QURE, CIR and BKS
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