Recent Distressed Baby Bond w/ 50%+ Potential Total Return
We first shared this name, CTBB (Qwest subsidiary of Lumen) for a 20%+ return last year ($9.00/25.00 or 36c at 18% current yield). At...
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Easy to Understand Growth Equity, Deep Value, SPAC, Preferred Stock, REIT, MLP,Ā Merger Arbitrage, Capital Structure Arbitrage, and Distressed Subscription Research by Former Goldman Sachs Portfolio Manager
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specialsitsresearc
- Mar 17
- 52 min
U.S. Steel (X) Merger Arbitrage Analysis (42% Spread)
Analysis includes Ā includes deal probability math with multiple bidders, revised comps valuation ( $CLF, $NUE, $STLD, $STLC, $ASTLĀ ),...
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specialsitsresearc
- Sep 7, 2023
- 4 min
2 Income Ideas: Discounted Fixed Maturity Muni CEF & Cheap Bank Preferred with 50% 1YR TR to $25/sh
9-7-23 (Not Financial Advice): The following ideas have been shared via e-mail with subscribers and have completely different levels of...
482 views0 comments
specialsitsresearc
- Sep 7, 2023
- 29 min
Merger Arbitrage Low-Risk Bidding War Setup (2.5% Downside, 12% upside)
Detailed discussion below regarding an attractive opportunity we shared in August with subscribers. It has done well since! 8-30-23:...
237 views0 comments
specialsitsresearc
- Aug 30, 2023
- 6 min
New Bank Database (Key Metrics from ~1,000 Banks including RWA, Loan/Deposits, MBS & CRE Exposure)
8-29-23 Discord Activity Summary, Bank Database, and Merger Arbitrage Update Today was a great day for SSR with news from U.S. Steel that...
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specialsitsresearc
- Aug 28, 2023
- 4 min
Closed-End Fund (CEF) Trading at 45% Discount to NAV and ~11% LTM Dividend Yield w/ Recent Activist
Closed-end fund arbitrage Closed-end fund arbitrage involves the simultaneous buying and selling of closed-end funds that are ideally...
612 views0 comments
specialsitsresearc
- Aug 2, 2023
- 3 min
Latest 2Q23 Hedge Fund, Mutual Fund, and Research Firm Letters Across Hundreds of Managers
Latest investor letter updates for 2Q23! We have been sharing insights on investor letters and returns since 2021: There is a lot to...
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specialsitsresearc
- Jul 9, 2023
- 2 min
Over 1,000 Recent Hedge Fund, Mutual Fund, and Research Firm Letters Across Hundreds of Global Firms
We have been sharing insights on investor letters and returns since 2021: There is a lot to learn from experienced investors'...
458 views0 comments
specialsitsresearc
- Jul 3, 2023
- 15 min
Three Benjamin Graham Net-Nets Trading at 40-50% Below Gross Cash (Analysis); Hard Catalysts
Not Financial Advice: We have now have shared three (3) net-nets that have performed well over the last couple weeks. Two have potential...
501 views0 comments
specialsitsresearc
- Jun 21, 2023
- 2 min
Infrastructure Fund w/ Growing 8% Dividend, 16% Discount to NAV, No Debt, and Top Activist Investor
Not Financial Advice: ASGI: Infrastructure Closed End Equity Fund w/ 8% Dividend Trading at a 16% Discount to NAV with Prominent Activist...
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specialsitsresearc
- Jun 18, 2023
- 15 min
New Closed End Fund Allows You to Buy Warren Buffett's Portfolio at a 20% Discount (Berkshire)!
Not Financial Advice: Welcome, SSR Team! For the last three years, our team has been combing through over 300 closed end funds to find...
445 views0 comments
specialsitsresearc
- May 21, 2023
- 1 min
Busted IPO Screener (2021-2023) Tracking Names Below Net Cash
See our excel database of over 2,000 busted IPOs attached below and refer to our Discord to see our Podcast/Webcast on how to use this...
780 views0 comments
specialsitsresearc
- Apr 17, 2023
- 1 min
65+ Defensive Dividend Aristocrats (Excel Screener Available)
There are currently 68 dividend aristocrats, up from 65 in 2022 in the S&P 500 (SPX). Dividend aristocrats are required to have 25+ years...
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specialsitsresearc
- Jan 22, 2023
- 5 min
Corporate Spin-Off Special Situations Directory (2023-2024)
SSR U.S. Spin-off Calendar for 2023 ā 17 Announced Deals This year (2023) started with GE Healthcare spinning off from General Electric...
559 views0 comments
specialsitsresearc
- Aug 25, 2022
- 10 min
Twitter Merger Arbitrage August Update - Deal Probabilities & Spreads Post Whistleblower Accusations
Not Financial Advice Twitter Merger Arb Update ...
344 views1 comment
specialsitsresearc
- Aug 24, 2022
- 6 min
Japan Nuclear & Uranium Update - August 2022
Not Financial Advice 8/24/22 EVENT In an official announcement by Japanās Prime Minister Fumio Kishida, and widely reported by...
550 views2 comments
specialsitsresearc
- Jun 7, 2022
- 9 min
Upcoming Canadian Housing Crisis & Effect on Economy...
Canada: How a housing correction could trigger a financial crisis (forecast) The following piece discusses different stress scenarios if...
526 views0 comments
specialsitsresearc
- Jun 6, 2022
- 1 min
100+ Tax-Free Municipal Bond Funds Trading at Discount to Net Asset Value (NAV)
Over the next few weeks, we will be sharing closed end fund screeners by asset class (munis, leveraged loans, HY bonds, preferreds,...
590 views0 comments
specialsitsresearc
- Apr 18, 2022
- 10 min
YCA: Uranium Closed End Fund Arbitrage (Published in 1Q22 for Subs @15% disc to NAV, up 30% since)
This trade played out in 3 weeks after we discovered YCA was trading at a material discount to net asset value (NAV). Details below: NOT...
274 views0 comments
specialsitsresearc
- Apr 17, 2022
- 13 min
Nielsen Agrees to be Acquired by PE Consortium for $28/share (originally published in 1Q22 for subs)
Nielsen Holdings said it has agreed to be acquired by a private equity consortium for $28 per share in cash. The deal has an equity value...
154 views0 comments
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