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DETAILED, QUALITY FUNDAMENTAL RESEARCH

Our investment research platform provides an affordable, institutional quality subscription unlike any other! 

Scroll below to see our offerings: $15 Basic Newsletter, $45 Silver Subscription, $45 SPAC Catalysts Subscription, $100 Gold 1x1 Subscription, $50 Individual Excel Valuation Models (+Scenario Analysis), full 4-week valuation course with Leverage Academy, or individual company brainstorming sessions with one of our instructors.

The Basic $20 / month subscription includes weekly macro updates, along with one industry deep-dive, company valuation model, or special situations equity piece per month with detailed risk analysis.

The Silver $45 / month subscription includes weekly macro updates, financial models for ALL 100+ companies in our coverage universe and multiple macro and single name pieces per month.

The Gold $125 / month subscription includes intraday updates, 1x1 discussions related to newsletter topics, financial models for companies in our coverage universe and multiple macro and single name (deep-dive) pieces per month. It also includes SPAC Catalysts & Closed-End Fund Arbitrage Products at no cost (see below).

The $45 / month SPAC Catalysts newsletter subscription includes:

  • SPAC Valuation

  • SPAC Quality Ranking

  • Low Float SPAC Tracker

  • SPAC Redemptions Monitor

  • S-1 Effective Dates for PIPE Unlock

  • 180-Day Sponsor/Mgmt Unlocks

  • 500+ SPAC Warrant Tracker

  • Target Company Analysis

  • SPAC Statistics

  • De-SPAC White Paper

  • Top SPAC Sponsors

  • LOIs

  • Definitive Agreements

  • SPACs below IPO

  • SPAC Earnings

  • Warrant Cheapness

  • Pre-deal Yield Universe

The $45 / month Closed End Fund Arbitrage newsletter subscription includes:

  • 300 Fund Universe that Tracks Also Discounted Funds

  • Tax-Free Municipal Bond Funds

  • High Yield Funds

  • Leveraged Loan Funds

  • Preferred Stock Funds

  • Emerging Market Bond Funds

  • Equity Event Funds

  • CEF Education

  • Asset Class Rotation

  • Fee Analysis

  • Leverage Analysis

  • Credit Risk Analysis

  • Rate Sensitivity

  • Manager Ranking

Our team has put together EASY-TO-UNDERSTAND, institutional quality research for retail investors and asset managers looking for unique ideas.

We also provide online classes through a partnership with Leverage Academy, LLC that teach financial modeling and analysis for those new to the industry and hold informative bootcamp events.

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We believe that great investment research should be accessible to everyone. At Special Situations Investing Research, we’ve assembled a team of top-tier former investment professionals to provide a comprehensive monthly newsletter at a very affordable price. 

Our team does in depth analysis on each monthly piece, screening for unique research ideas through our proprietary Value Engine software. Our analysts reach out to company management teams directly and sift through years of public filings, earnings transcripts, and data before arriving at conclusions. They perform detailed intrinsic valuations and comparable company analyses on every business they evaluate.

Database of >100 Valuation Models & Risk Memos (Free to Silver, Gold & Institutional Subscribers):