Special Situations | Special Situations

Mar 1752 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 ),...

480 views0 comments

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...

506 views0 comments

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...

614 views0 comments

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...

782 views0 comments

Jan 22, 20235 min read

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...

562 views0 comments

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....

266 views0 comments

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...

440 views0 comments

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...

565 views0 comments