U.S. Steel (X) Merger Arbitrage Analysis (42% Spread)
Analysis includes  includes deal probability math with multiple bidders, revised comps valuation ( $CLF, $NUE, $STLD, $STLC, $ASTL ),...
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Easy to Understand Growth Equity, Deep Value, SPAC, Preferred Stock, REIT, MLP, Merger Arbitrage, Capital Structure Arbitrage, and Distressed Subscription Research by Former Goldman Sachs Portfolio Manager
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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...
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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:...
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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 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'...
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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...
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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...
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specialsitsresearc
- Aug 25, 2022
- 10 min
Twitter Merger Arbitrage August Update - Deal Probabilities & Spreads Post Whistleblower Accusations
Not Financial Advice Twitter Merger Arb Update ...
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specialsitsresearc
- Aug 24, 2022
- 6 min
Japan Nuclear & Uranium Update - August 2022
Not Financial Advice 8/24/22 EVENT In an official announcement by Japan’s Prime Minister Fumio Kishida, and widely reported by...
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