gradyreese
Editor’s Note: This article is meant to introduce Dalius Taurus’s Marketplace service, Special Situation Investing.
My team and I are excited to announce the launch of Special Situation Investing, a new Seeking Alpha Marketplace service focused on event-driven investment ideas. Now is a perfect time to join Special Situation Investing – with today’s high equity market volatility, there is an abundance of lucrative event-driven opportunities to capitalize on. Our team is uncovering these on a daily basis. Be sure not to miss the next one.
The Catalyst Rich World Of Event-Driven Investing
Special situation investing is one of the most interesting investment styles – it offers clearly defined potential upside as well as multiple short-term catalysts to unlock value. Special situation opportunities constantly spring up across different sectors offering exposure to a multitude of industries, businesses, and corporate events to profit from.
Our new service – Special Situation Investing – is geared to identifying the most attractive and catalyst-rich event-driven situations on the market. We are a team of 5 investment professionals who are happily spending every single day digging for new investment ideas for our own portfolios. We love what we do and we have sufficient manpower to offer a guaranteed flow of new actionable ideas every week, enabling you to choose from the already filtered-out gems, backed by high-quality and elaborate research. Markets are very far from being efficient and we found that our strategy and research give us a very sizeable edge.
The service is not tailored to a specific level of investment experience. Our clients range from professional hedge fund managers to fresh beginners. All of the research reports and pitches published on Special Situation Investing are self-explanatory and you can always ask questions if you need clarification on one thing or another.
Sign up now and you will receive $100 OFF the annual subscription. This is a launch offer only – valid for 2 weeks and expiring at the end of September. This works out to only $40/month (billed annually). I am sure our investment ideas will generate you much more value than that.
The Ultimate Service For Special Situation Investor
The goal of Special Situation Investing is simple – to create the ultimate go-to platform for an event-driven investor. Our compass is set on finding the most lucrative situations with a well-protected downside where the risk/reward is skewed in our favor and where our research gives us an edge. The service is run by a team of 5 investing enthusiasts – with a combined investing experience of 30+ years – who know how to spot an attractive catalyst-rich investment idea and where to hit to see if the setup holds up.
The service is not limited to the classical Greenblatt-style cases of M&A and spin-offs. Special Situation Investing specter covers the full range of event-driven space that our team digs up through rigorous and regular market screening processes:
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Merger arbitrage where we have an edge and the market is mispricing the risks;
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Bidding wars;
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Value-unlocking large asset/subsidiary disposals;
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Tender offers where smaller investors might have an edge;
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Potentially lucrative activist campaigns and proxy fights;
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Partial or full company liquidations;
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Bankruptcies,
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Split-offs and spin-offs;
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Capital structure arbitrage situations;
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Various other exotic setups.
What Do You Get?
Special Situation Investing subscribers get full access to:
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Premium special situation picks (1-4 per month). These are our highest conviction investment ideas where we believe the market is mispricing the situation and we have an edge. They always come with original and detailed research. We also invest in all of these ideas ourselves.
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Quick investment pitches (3-7 per week). These are ideas that piqued our interest but did not make it to the highest-conviction cut. Quick pitches are usually worth tracking for further developments or might need deeper investigation.
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Weekly updates. Summary of any new developments/updates on the active cases, including our insights on how the underlying theses have been impacted. Particularly useful for busy investors.
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Active chat and comment section. We value discussion – especially opposing views and pushback on our picks.
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Personal access to our team. You can always directly contact us if you have any questions, suggestions, insights or feedback to share. You can also share any event-driven ideas that you have spotted and we will dig deeper into it and share the findings.
Our Team
We are a team of 5 investing enthusiasts with a 30+ year combined experience in special situations.
The team is led by me, Dalius Taurus. I have considerable professional experience in investment banking and strategy consulting, as well as a number of finance degrees under my belt. My entrepreneurial spirit has also enabled me to launch a number of new businesses, some of which have succeeded and some of which have failed.
The last 10 years of my life have been devoted to the investment world, with event-driven opportunities being my bread and butter. I found love for investment writing – putting my own thoughts in black and white made me rethink the thesis several times over and spot weaknesses in my reasoning. Writing helps me to improve as an investor to this day.
I really enjoy faster-paced special situation investing with its numerous catalysts and shorter-term nature for things to work out. I was and still am surprised by the extent the markets are mis-pricing the risks/rewards in some situations – markets are very far from being efficient and your own research and pattern recognition can give you a very sizable edge.
A good example of such a case would be TRIP / LTRPA arbitrage where I have bet on the spread between two stocks to mean revert to zero already a number of times, and each time I have earned +30% to +50% returns. It’s there in plain sight, but for some reason, the spread keeps on reappearing time and again. The same goes for all the MLP buyouts over the last year – entering the position after the initial offer by its controlling shareholder always yielded generous returns after the final bid got announced 20%-40% higher. Similar cases pop-up on a daily basis and it is just a matter of recognizing the pattern and spotting them timely.
My goal with the launch of Special Situation Investingis to create a place where investors interested in event-driven situations hang-out together, discover new lucrative opportunities, and enjoy discussions the merits of each case.
$100 OFF Launch Offer
For two weeks only, we are offering $100 off for new members of Special Situation Investing.
With this launch offer, the price of our service works out to only about $40/month (when billed annually). We are confident we will provide multitudes more value to our subscribers.
Our standard rates are $75/month if billed monthly or about $49/month if billed annually – i.e. you receive 33% off with the annual membership.
We look forward to discovering exciting and lucrative investment opportunities together.
Sign up now – the launch offer is valid for two weeks only and will expire at the end of September.
If you’re reading this via Seeking Alpha’s mobile app, to try this service right now go to seekingalpha.com and enter Special Situation Investing in the site search to visit my Marketplace Service checkout page.
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