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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
Choose one of our six educational newsletter subscription plans: Basic, Income, Discord Community, Silver, Gold, Institutional
Basic Membership
20$Every monthWeekly Macro + 2 Long/Short, Model or Company Deep Dive / Mo- Global Macro Analysis
- Federal Reserve Commentary
- Value / Growth Names Discussion
- Earnings Calendar / Company Events
- Detailed Company Overviews
- Investment Analysis
- Historical Company Financials
- Risk Discussion
- ALL ANALYSIS SENT VIA E-MAIL
- NOT FINANCIAL ADVICE
Income Strategies
45$Every monthBonds, Munis, HY, IG, Prefs, CEFs @ Disc to NAV, Preferreds- Screens for 300+ Closed-End Funds Trading Below NAV
- Idea Generation
- CEF Education
- Asset Class Rotation
- Closed-End Fund Activism
- Portfolio Construction
- CEF Models and Asset Sensitivities
- Rate Sensitivity
- Credit Risk Discussion
- Manager Ranking
- Fee Analysis
- 700 Name Database of High Yield Preferred Stocks + REITs
- ALL ANALYSIS SENT VIA E-MAIL
- NOT FINANCIAL ADVICE
- VIP DISCORD INCLUDED
Silver Membership
65$Every monthAccess to Premium Models, L/S Ideas (Basic + CEF + Discord)- Educational Content on Investing / Trade Structuring
- Financial Modeling Discussion / Equity Research
- Long / Short New Ideas (Educational)
- Global Macro Analysis
- Value / Growth Names Discussion
- Earnings Calendar / Company Events
- Detailed Company Overviews
- Investment Analysis
- Historical Company Financials
- Risk Discussion
- ALL ANALYSIS SENT VIA E-MAIL
- NOT FINANCIAL ADVICE
- VIP DISCORD INCLUDED
Educational Discord
45$Every monthMacro, Value, SPACs, CEF, Arb, Action Alerts (No E-mails)- Live Spaces Pods +Basic +SPAC Cat +Silver (No Models/Memos)
- Educational Content on Investing / Trade Structuring
- Long / Short New Ideas (Educational)
- Global Macro Analysis
- Value / Growth Names Discussion
- Earnings Calendar / Company Events
- Options / Hedging Discussion
- NO E-MAILS, ALL LIVE DISCORD, LIVE PRIVATE SPACES
- NOT FINANCIAL ADVICE
SPAC Catalysts
45$Every monthWeekly SPAC valuation (575 co. universe), Due Diligence, L/S- SPAC Valuation
- SPAC Quality Ranking
- Low Float SPAC Tracker
- SPAC Redemptions Monitor
- S-1 Effective Dates for PIPE Unlock
- Target Company Analysis
- SPAC Statistics
- De-SPAC White Paper
- Top SPAC Sponsors
- LOIs
- Definitive Agreements
- SPACs below IPO
- SPAC Earnings / Guidance
- Warrant Cheapness
- Pre-Deal Yield Universe
- ALL ANALYSIS SENT VIA E-MAIL
- NOT FINANCIAL ADVICE
- VIP DISCORD INCLUDED
Gold Membership
150$Every monthSilver + Action Alerts + SPAC + CEF + Arb +Monthly 30min CEO- Monthly 1x1 Q&A w/ Founder of Special Sits Research Team
- Educational Content on Investing / Trade Structuring
- Financial Modeling Discussion / Equity Research
- Technicals Discussion
- Long / Short New Ideas (Educational)
- Global Macro Analysis
- Value / Growth Names Discussion
- Earnings Calendar / Company Events
- Detailed Company Overviews
- Investment Analysis
- Historical Company Financials
- Risk Discussion
- SPAC Catalysts Newsletter
- Closed-End Fund Arbitrage - 300+ Fund Universe
- ALL ANALYSIS SENT VIA EMAIL
- NOT FINANCIAL ADVICE
- VIP DISCORD INCLUDED
Family Office Member
495$Every monthGold + SPAC Cat + CEF & More for Institutions- 1x1 Q&A with Founder of Special Sits Research Monthly
- Financial Modeling Discussion / Equity Research
- Technicals Discussion
- Long / Short New Ideas (Educational)
- Global Macro Analysis
- Value / Growth Names Discussion
- Earnings Calendar / Company Events
- Detailed Company Overviews
- Investment Analysis
- Historical Company Financials
- Risk Discussion
- SPAC Catalysts Newsletter
- ALL ANALYSIS SENT VIA E-MAIL
- NOT FINANCIAL ADVICE
- VIP DISCORD INCLUDED
SPAC Catalyst Annual
475$Every yearDiscounted Annual Subscription- Same as monthly
Silver Member Annual
595$Every yearDiscounted Annual Subscription- Same as monthly
Income Strat Annual
475$Every yearDiscounted Annual Subscription- Same as monthly
Gold Member Annual
995$Every yearDiscounted Annual Subscription- Same as monthly
Family Office Annual
4,500$Every yearGold + SPAC Cat + CEF & More for Institutions- Same as monthly
Legacy 2020 Subs
25$Every monthDaily Institutional Team Access
15,000$Every monthAll Research Access - 7 Days / Week- Fundamental, Short-Selling, SPACs, Merger Arb & Other SS
Legacy Gold
125$Every monthIn case of accidental cancellationDiscord Annual
475$Every yearDiscounted Annual Subscription- Same as monthly
Fixed Income Risk Management Custom Plan
18,750$Every 6 months
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