Special Situations
Here’s a list of event-driven trade ideas for consideration (from ToffCap’s Monday Monitor on October 16)…
BlackBerry (BB US). Probable strategic review by November. Also lots of attention from Veritas Capital.UPDATE: To separate IoT and Cybersecurity business units. Continue reading here.
A handful of hedge-fund special situations that are still actionable today (from Dalius – Special Situation Investments on September 16)…
Finished going through all hedge fund pitches made on this account over the last 4 quarters. Below, you’ll find a list of my top 10 favorite picks that are still actionable. 👇 1/ $CLBT pitch by @GreenhavenRoad CLBT is SaaS for law enforcement agencies in the US and EU with 90% of revenue coming from
Jason Wild – Executive Chairman of U.S. cannabis firm Terrascend (TSNDF) – appears to be bullish on the company’s stock (from Todd Harrison via X on September 19)…
The never-ending gobstopper. @JasonGWild continues to buy his own stock. 🇺🇸 #cannabis 🌿 position/advisor $TSNDF
An Advance Auto Parts insider just made a big purchase of the company’s stock (from Barron’s on September 22)…
A stock is seeing yet another year of sharp declines, but the retailer’s interim executive chair stepped in and bought a large block of its shares on the open market. Advance Auto stock (ticker: AAP) has lost about 60% of its value so far in 2023, following a 39% drop in 2022. A string of
Three recent spinoffs that are potentially undervalued today (from Barchart on September 24)…
I look for value anywhere, but one space that I have devoted a lot of my years to with investing is the Spinoff space. It is the most lucrative hunting ground for great companies that are in some way dislocated from the market and do not garner much attention. In a Spinoff corporate transaction, a
A recent spin-off has created an opportunity in a little-known commercial property & casualty insurer (from Sohra Peak Capital Partners on August 9)…
Executive Summary Continue reading here.