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
- 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...
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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...
780 views0 comments
specialsitsresearc
- Jan 22, 2023
- 5 min
Corporate Spin-Off Special Situations Directory (2023-2024)
SSR U.S. Spin-off Calendar for 2023 – 17 Announced Deals This year (2023) started with GE Healthcare spinning off from General Electric...
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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...
550 views2 comments
specialsitsresearc
- Dec 1, 2021
- 2 min
What will Powell do (WWPD) on December 14-15th?
The following is a shortened macroeconomic piece discussing inflation, tapering, rates, and the Federal Reserve. The full piece is...
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specialsitsresearc
- Sep 8, 2021
- 2 min
SPAC Catalyst: $JOBY Aviation (published 9/2/21)
The following is an excerpt from the first page (1 of 6) from the SPAC Catalyst report before an 18% sell off in $JOBY shares on 9/3/21....
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specialsitsresearc
- Jun 10, 2021
- 4 min
SPACS: What Do Historical Returns Look Like Post De-SPAC?
In 2020, due to unprecedented easing by the U.S. Federal Reserve, SPAC IPO issuance absolutely skyrocketed. In 2020 alone, 248 SPAC IPOs...
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specialsitsresearc
- May 16, 2021
- 2 min
Inflation's Impact on Financial Assets
U.S. CPI expectations accelerated dramatically over the last 12 weeks and the impact on the U.S. treasury curve has been a shock to long...
565 views0 comments
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