dustin_johnson25 Posted July 14, 2017 Share Posted July 14, 2017 Hi guys, I am curious is anyone has any recommendations for newsletters, blogs or screeneing services that aggregate the Greenblatt-type special situations opportunities all in one place (i.e. upcoming spin offs, rights issuance, M&A etc.)? Any recommendations are appreciated! Link to comment Share on other sites More sharing options...
Lehrskov Posted July 18, 2017 Share Posted July 18, 2017 *checking into thread* - yes, interested as well. And the very placid answer is of course the Wall Street Journal or your local business paper. Which, however oldschool, is actually not too bad at all that if you learn to look for those specifically. Bonus comment: I'm looking at the debt restructuring of offshore driller Seadrill Partners at the moment (NYSE:SDLP). Check that out. Link to comment Share on other sites More sharing options...
Lehrskov Posted July 18, 2017 Share Posted July 18, 2017 Bonus, Bonus Comment: I'm a contributor over at SeekingAlpha and I just remembered that this guy has a special situations newsletter: https://seekingalpha.com/account/research/subscribe?slug=chris-demuth-jr It's $300 a month and I'm not a subscriber so I can't speak to the quality. His public articles are good, as far as I can tell, so maybe start there and make up your own mind. Link to comment Share on other sites More sharing options...
JayGatsby Posted July 18, 2017 Share Posted July 18, 2017 I have a google alert for spinoffs. I haven't figured out the right set of words to exclude TV series spinoffs, but it seems to do the trick regardless. Recent ones that have come up are (spinner / spinnee): Tegna / cars.com - I started a thread on this in the Investment Ideas and invested in both parts to so far breakeven results Brookfield Asset Managment / Trisura - I didn't take a deep look. I liked the dynamics (microcap being spunoff from a largecap), but nothing caught my attention in the prospectus. MetLife / Brighthouse Financial - Haven't taken a look really at all Link to comment Share on other sites More sharing options...
educatedidiot Posted July 18, 2017 Share Posted July 18, 2017 You can get a list of upcoming spinoffs here: http://www.rocketfinancial.com/spinoffs/ Link to comment Share on other sites More sharing options...
netnet Posted July 19, 2017 Share Posted July 19, 2017 I have been reading: stockspinoffinvesting.com/ (I think he posts occasionally here.) http://www.stockspinoffs.com/ Link to comment Share on other sites More sharing options...
dustin_johnson25 Posted July 28, 2017 Author Share Posted July 28, 2017 Thanks for these suggestions everyone! Link to comment Share on other sites More sharing options...
bizaro86 Posted July 30, 2017 Share Posted July 30, 2017 I subscribe to a few services, one that has special situation content (merger arb and liquidations) is https://seekingalpha.com/account/research/subscribe?slug=safety-in-value Link to comment Share on other sites More sharing options...
oplia Posted August 4, 2018 Share Posted August 4, 2018 Few other places for hunting special situations: www.specialsituationinvestments.com www.valueandopportunity.com www.alphavulture.com www.yetanothervalueblog.com Link to comment Share on other sites More sharing options...
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