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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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100+ Tax-Free Municipal Bond Funds Trading at Discount to Net Asset Value (NAV)
Over the next few weeks, we will be sharing closed end fund screeners by asset class (munis, leveraged loans, HY bonds, preferreds,...
specialsitsresearc
Jun 6, 20221 min read
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YCA: Uranium Closed End Fund Arbitrage (Published in 1Q22 for Subs @15% disc to NAV, up 30% since)
This trade played out in 3 weeks after we discovered YCA was trading at a material discount to net asset value (NAV). Details below:
specialsitsresearc
Apr 18, 202210 min read
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Nielsen Agrees to be Acquired by PE Consortium for $28/share (originally published in 1Q22 for subs)
Nielsen Holdings said it has agreed to be acquired by a private equity consortium for $28 per share in cash. The deal has an equity value...
specialsitsresearc
Apr 17, 202213 min read
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SV / NuScale Nuclear SMR Company (Published 1Q22 as NAV SPAC)
None of this content is financial advice. We can have long or short positions in any of the tickers mentioned.
specialsitsresearc
Apr 17, 202214 min read
227 views
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LPL Financial (LPLA): Highly Levered Exposure to Front End of Rate Curve (Published 1Q22 to subs)
Published this in 1Q22 to Silver & Gold Subscribers...
specialsitsresearc
Apr 17, 20226 min read
163 views
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Microsoft Offers $69 billion cash ($95/share) for Activision Blizzard (15% Arb Spread, Part 1)
None of this content is financial advice. We can have long or short positions in any of the tickers mentioned. THE FOLLOWING ARE NOTES ON...
specialsitsresearc
Jan 24, 202210 min read
236 views
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ZIM Valuation Model + Dividend Expectations
Valuation Model, Comparables & Full Write Up Available at the SSR Shop --> https://www.specialsitsresearch.com/product-page/zim-shipping-...
specialsitsresearc
Dec 1, 20217 min read
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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...
specialsitsresearc
Dec 1, 20212 min read
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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....
specialsitsresearc
Sep 8, 20212 min read
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SOHU Special Situation SOTP Model and Analysis
Sohu (NASDAQ:SOHU) is currently one of the most interesting special situations in the global equity markets. Sohu is heavily discounted...
specialsitsresearc
Aug 16, 20211 min read
231 views
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SoFi Deep Dive (20 pgs), Sources of Upside (Galileo, National Bank Charter) & Valuation Analysis
San Francisco based SoFi Technologies, Inc. operates as a financial technology company. The company offers a financial services platform...
specialsitsresearc
Aug 16, 20212 min read
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What should we expect from the Federal Reserve on Wednesday, June 16, 2021?
The June 16, 2021 FOMC meeting results may be one of the last big event risks before summer trading conditions firmly set in.
specialsitsresearc
Jun 15, 20213 min read
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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...
specialsitsresearc
Jun 10, 20214 min read
440 views
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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...
specialsitsresearc
May 16, 20212 min read
565 views
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Welcome to the Special Situations Blog!
Welcome to the Special Situations Blog! Every week we will be posting free unique insights to this page for you to enjoy! More detailed...
specialsitsresearc
Apr 18, 20211 min read
131 views
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