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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
Jun 5, 20221 min read
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,...
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specialsitsresearc
Apr 18, 202210 min read
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: NOT...
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specialsitsresearc
Apr 17, 202213 min read
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...
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specialsitsresearc
Apr 17, 202214 min read
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. Since Publication: Spring...
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specialsitsresearc
Apr 17, 20226 min read
LPL Financial (LPLA): Highly Levered Exposure to Front End of Rate Curve (Published 1Q22 to subs)
Published this in 1Q22 to Silver & Gold Subscribers... LPL Financial (LPLA), Part 1 More to come this week, would wait to accumulative on...
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specialsitsresearc
Jan 24, 202210 min read
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...
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specialsitsresearc
Dec 1, 20217 min read
ZIM Valuation Model + Dividend Expectations
Valuation Model, Comparables & Full Write Up Available at the SSR Shop --> https://www.specialsitsresearch.com/product-page/zim-shipping-...
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specialsitsresearc
Nov 30, 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
Aug 16, 20211 min read
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...
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specialsitsresearc
Aug 16, 20212 min read
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...
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specialsitsresearc
Jun 15, 20213 min read
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. Chairman...
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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 long...
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specialsitsresearc
Apr 18, 20211 min read
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...
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