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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
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specialsitsresearc
Oct 9, 20243 min read
SSR High Dividend and Takeout Candidate (13.9% Floating Dividend and Potentially Callable from a Discount in November)
This is one of the most compelling preferreds in the market with an almost 14% yield (discounted name) and potential takeout in November.
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specialsitsresearc
Sep 29, 20248 min read
SSR Activism: Design and Fabrication Company Offered $16.50/share tender offer from Activist Buyer (31% Upside)
Similar to RCM, which was a success, earlier in the year, we think we have found another very interesting potential takeout candidate...
353 views0 comments
specialsitsresearc
Sep 19, 20243 min read
7 High Dividend Equities and REITs Trading At or Below Book Value, Yielding Avg. 13% & Benefitting from Lower Rates (& Steepening Yield Curve)
After discussing Redwood (RWT) last week (great timing!), here are six other names we are adding to on pullbacks.
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specialsitsresearc
Aug 6, 20242 min read
Recent Distressed Baby Bond w/ 50%+ Potential Total Return
We first shared this name, CTBB (Qwest subsidiary of Lumen) for a 20%+ return last year ($9.00/25.00 or 36c at 18% current yield). At...
408 views0 comments
specialsitsresearc
Mar 17, 202452 min read
U.S. Steel (X) Merger Arbitrage Analysis (42% Spread)
Analysis includes Ā includes deal probability math with multiple bidders, revised comps valuation ( $CLF, $NUE, $STLD, $STLC, $ASTLĀ ),...
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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...
508 views0 comments
specialsitsresearc
Sep 7, 202329 min read
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:...
243 views0 comments
specialsitsresearc
Aug 30, 20236 min read
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...
245 views0 comments
specialsitsresearc
Aug 27, 20234 min read
Closed-End Fund (CEF) Trading at 45% Discount to NAV and ~11% LTM Dividend Yield w/ Recent Activist
Closed-end fund arbitrage Closed-end fund arbitrage involves the simultaneous buying and selling of closed-end funds that are ideally...
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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: 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
Jun 21, 20232 min read
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, 202315 min read
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, 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
Apr 17, 20231 min read
65+ Defensive Dividend Aristocrats (Excel Screener Available)
There are currently 68 dividend aristocrats, up from 65 in 2022 in the S&P 500 (SPX). Dividend aristocrats are required to have 25+ years...
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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 ā 17 Announced Deals This year (2023) started with GE Healthcare spinning off from General Electric...
563 views0 comments
specialsitsresearc
Aug 25, 202210 min read
Twitter Merger Arbitrage August Update - Deal Probabilities & Spreads Post Whistleblower Accusations
Not Financial Advice Twitter Merger Arb Update ...
344 views1 comment
specialsitsresearc
Aug 24, 20226 min read
Japan Nuclear & Uranium Update - August 2022
Not Financial Advice 8/24/22 EVENT In an official announcement by Japanās Prime Minister Fumio Kishida, and widely reported by...
553 views2 comments
specialsitsresearc
Jun 7, 20229 min read
Upcoming Canadian Housing Crisis & Effect on Economy...
Canada: How a housing correction could trigger a financial crisis (forecast) The following piece discusses different stress scenarios if...
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