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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
Mar 17, 202452 min read
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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specialsitsresearc
Sep 7, 20234 min read
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, 20233 min read
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, 20232 min read
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, 202315 min read
Three Benjamin Graham Net-Nets Trading at 40-50% Below Gross Cash (Analysis); Hard Catalysts
Not Financial Advice:
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specialsitsresearc
Jun 21, 20232 min read
Infrastructure Fund w/ Growing 8% Dividend, 16% Discount to NAV, No Debt, and Top Activist Investor
Not Financial Advice:
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specialsitsresearc
Jun 18, 202315 min read
New Closed End Fund Allows You to Buy Warren Buffett's Portfolio at a 20% Discount (Berkshire)!
Not Financial Advice:
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specialsitsresearc
May 21, 20231 min read
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
Jan 22, 20235 min read
Corporate Spin-Off Special Situations Directory (2023-2024)
SSR U.S. Spin-off Calendar for 2023 – 17 Announced Deals
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specialsitsresearc
Aug 25, 202210 min read
Twitter Merger Arbitrage August Update - Deal Probabilities & Spreads Post Whistleblower Accusations
Not Financial Advice
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specialsitsresearc
Aug 24, 20226 min read
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...
553 views
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specialsitsresearc
Dec 1, 20212 min read
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, 20212 min read
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, 20214 min read
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, 20212 min read
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...
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