Feb 25, 2023 · Feb 25. 1. Madison Square Garden spin-off of MSG Sphere Corp (MSGE) Overview of the upcoming special situation. Six Bravo. Feb 18. 1. 2. A coal royalty company - Natural Resource Partners (NRP) Our initial research dive into a hard-asset, asset-light (dare we say, coal?) royalty company with massive potential. Six Bravo.
WebSpecial situation investments and risk arbitrage opportunities with short term catalysts. Covered cases include merger arbitrage, tender offers, spin-offs, split-offs, liquidations, …
A category of investments that are consistently overlooked by everyone is special corporate situations. Special situations investing is commonly defined as …
Slow Investing, Special Situations & Occasionally Wild Punts. ... Links to previous Performance reviews can be found on the Performance Page of the blog.
As a special situation liquidation can come in many different forms and stages – sometimes it’s a company that is selling all of its assets and intends to distribute the proceeds ex liquidation costs to shareholders, sometimes the company only intends to sell the assets and a lot of uncertainty regarding the sale still remains.
Spin-offs In The 1950s Maurece Schiller was one of the first investors to write about special situations investing. In 1959, he wrote the book “How to ...
Kedar's Special Situation Investment Ideas I created the blog to write and share investment ideas within the special situations space. Sunday, September 17, 2017
Special situation investments and risk arbitrage opportunities with short term catalysts. Covered cases include merger arbitrage, tender offers, spin-offs, split-offs, liquidations, bankruptcies, going private transactions, rights offerings and many other types of situations
What is Special Situation Investing? Special situations are distinct from the common occurrences in which businesses find themselves. It could take the form of a …
WebSummary: At Anchor, we believe the careful selection of special situations can be an effective method of differentiation, diversification, and generating high active share in an …
WebActionable value investment write-ups and insights. Click to read Special Situation Investing, by Six Bravo, a Substack publication with hundreds of readers.
Warren Buffett’s Special Situation Investing Strategy. “Undervalued Generals” and “Work-outs”. Personally, I think investing in special situations should be …
Oct 21, 2016 · Special situation investing blogs – Value Investing for a living Value Investing for a living Focused on event driven, activist and deep value investing. Keen interest on closed end funds globally, more specifically Listed Investment Companies (LICs) on the ASX. Twitter LinkedIn ABOUT ME / DISCLAIMER / PRIVACY POLICY & CONTACT INFO
The long term share chart looks impressive, despite the obvious hit from the special tax: However, the valuation at 17,5x 2023 earnings seems to reflect this already to a certain extent. Interestingly, Salmar holds a 71% interest in another listed Norwegian company called Froy which seems to be a specialist in servicing fish farms.
Special situation investments and risk arbitrage opportunities with short term catalysts. Covered cases include merger arbitrage, tender offers, spin-offs, ...
Actionable value investment write-ups and insights. Click to read Special Situation Investing, by Six Bravo, a Substack publication with hundreds of readers.