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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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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...
specialsitsresearc
Mar 17, 202452 min read
491 views
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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...
specialsitsresearc
Sep 7, 20234 min read
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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...
specialsitsresearc
Aug 28, 20234 min read
616 views
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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...
specialsitsresearc
May 21, 20231 min read
785 views
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Corporate Spin-Off Special Situations Directory (2023-2024)
SSR U.S. Spin-off Calendar for 2023 – 17 Announced Deals
specialsitsresearc
Jan 22, 20235 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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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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