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
SSR High Dividend and Takeout Candidate (13.9% Floating Dividend and Potentially Callable from a Discount in November)
SSR Activism: Design and Fabrication Company Offered $16.50/share tender offer from Activist Buyer (31% Upside)
7 High Dividend Equities and REITs Trading At or Below Book Value, Yielding Avg. 13% & Benefitting from Lower Rates (& Steepening Yield Curve)
Recent Distressed Baby Bond w/ 50%+ Potential Total Return
U.S. Steel (X) Merger Arbitrage Analysis (42% Spread)
2 Income Ideas: Discounted Fixed Maturity Muni CEF & Cheap Bank Preferred with 50% 1YR TR to $25/sh
Merger Arbitrage Low-Risk Bidding War Setup (2.5% Downside, 12% upside)
New Bank Database (Key Metrics from ~1,000 Banks including RWA, Loan/Deposits, MBS & CRE Exposure)
Closed-End Fund (CEF) Trading at 45% Discount to NAV and ~11% LTM Dividend Yield w/ Recent Activist
Latest 2Q23 Hedge Fund, Mutual Fund, and Research Firm Letters Across Hundreds of Managers
Over 1,000 Recent Hedge Fund, Mutual Fund, and Research Firm Letters Across Hundreds of Global Firms
Three Benjamin Graham Net-Nets Trading at 40-50% Below Gross Cash (Analysis); Hard Catalysts
Infrastructure Fund w/ Growing 8% Dividend, 16% Discount to NAV, No Debt, and Top Activist Investor
New Closed End Fund Allows You to Buy Warren Buffett's Portfolio at a 20% Discount (Berkshire)!
Busted IPO Screener (2021-2023) Tracking Names Below Net Cash
65+ Defensive Dividend Aristocrats (Excel Screener Available)
Corporate Spin-Off Special Situations Directory (2023-2024)
Twitter Merger Arbitrage August Update - Deal Probabilities & Spreads Post Whistleblower Accusations
Japan Nuclear & Uranium Update - August 2022
Upcoming Canadian Housing Crisis & Effect on Economy...