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...
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
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...
100+ Tax-Free Municipal Bond Funds Trading at Discount to Net Asset Value (NAV)
YCA: Uranium Closed End Fund Arbitrage (Published in 1Q22 for Subs @15% disc to NAV, up 30% since)
Nielsen Agrees to be Acquired by PE Consortium for $28/share (originally published in 1Q22 for subs)
SV / NuScale Nuclear SMR Company (Published 1Q22 as NAV SPAC)
LPL Financial (LPLA): Highly Levered Exposure to Front End of Rate Curve (Published 1Q22 to subs)
Microsoft Offers $69 billion cash ($95/share) for Activision Blizzard (15% Arb Spread, Part 1)
ZIM Valuation Model + Dividend Expectations
What will Powell do (WWPD) on December 14-15th?
SPAC Catalyst: $JOBY Aviation (published 9/2/21)
SOHU Special Situation SOTP Model and Analysis
SoFi Deep Dive (20 pgs), Sources of Upside (Galileo, National Bank Charter) & Valuation Analysis
What should we expect from the Federal Reserve on Wednesday, June 16, 2021?
SPACS: What Do Historical Returns Look Like Post De-SPAC?
Inflation's Impact on Financial Assets
Welcome to the Special Situations Blog!