Editor’s Note: This article is intended to introduce the marketplace service of Dalius Taurus, Special Situation Investing.
My team and I are pleased 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 stock market volatility, there is one Abundance of lucrative event-driven opportunities to capitalize. Our team uncovers them every day. Don’t miss the next one.
The catalyst-rich world of event-driven investing
Investing in special situations is one of the most interesting investment styles – it offers a well-defined upside potential as well as several short-term catalysts to unlock value. Special situation opportunities arise all the time in various sectors offering exposure to a variety of industries, companies and corporate events to benefit from.
Our new service – Investing in special situations – is designed to identify the most attractive and catalyst-rich event-driven situations in the market. We are a team of 5 investment professionals who like to spend every day digging for new investment ideas for our own portfolios. We love what we do and we have enough manpower to make an offer guarantees new implementable ideas every week, allowing you to choose from the gems already filtered out, backed by high-quality and in-depth research. The markets are far from efficient and we have found that our strategy and research give us a significant advantage.
The Service is not tailored to any particular level of investment experience. Our clients range from professional hedge fund managers to fresh beginners. All research reports and pitches published on Special Situation Investing are self-explanatory and you can always ask questions if you need clarification on one or the other.
Sign up now and you will receive $100 OFF the annual subscription. This is an introductory offer only – Valid for 2 weeks and expires at the end of September. That works only $40/month (billed annually). I am sure that our investment ideas will generate much more value for you.
The ultimate service for investors in special situations
Special Situation Investing’s goal is simple: to create the ultimate entry-level platform for an event-driven investor. Our compass is designed to find the most lucrative situations with a well-protected downside, where the risk/reward balance is in our favor and where our research gives us an advantage. The service is run by a team of 5 investment enthusiasts – with a combined investment experience of over 30 years – who know how to spot an attractive, catalyst-rich investment idea and where to strike to see if the setup holds.
The service is not limited to the classic cases of Greenblatt-style M&A and spin-offs. Special Situation Investing Specter covers the full range of event-driven areas that our team unearths through rigorous and regular market screening processes:
merger arbitrage when we have an advantage and the market misreads the risks;
Divestment of large assets/subsidiaries that unlock value;
takeover bids where smaller investors may have an advantage;
Potentially lucrative activist campaigns and proxy fights;
Partial or complete liquidation of the company;
demergers and demergers;
capital structure arbitrage situations;
Various other exotic setups.
What are you getting?
Special Situation Investing subscribers get full access to:
Premium Special Situation Picks (1-4 per month). These are our most compelling investment ideas where we believe the market is misreading the situation and we have an advantage. They always come up with original and detailed research. We also invest in all of these ideas ourselves.
Fast investment pitches (3-7 per week). These are ideas that caught our interest but didn’t make it to the highest level of conviction. Quick pitches are usually worth following up for further developments or may require further investigation.
Weekly updates. Summary of any new developments/updates on the active cases, including our insights into how the underlying hypotheses have played out. Especially useful for busy investors.
Active chat and comment area. We value discussions – especially opposing views and rejecting our recommendations.
Personal access to our team. You can always reach out to us directly if you have any questions, suggestions, insights, or feedback to share. You can also share any event-driven ideas you’ve spotted and we’ll delve deeper into them and share the results.
We are a team of 5 investment enthusiasts with a combined experience of over 30 years in special situations.
The team is led by me, Dalius Taurus. I have extensive professional experience in investment banking and strategy consulting, as well as multiple finance degrees. My entrepreneurial spirit has also enabled me to start a number of new businesses, some of which have been successful and others have failed.
I have dedicated the last 10 years of my life to the investment world, event driven opportunities being my bread and butter. I found love for writing investments – putting my own thoughts in black and white made me rethink the thesis several times and see weaknesses in my reasoning. To this day, writing helps me improve as an investor.
I really enjoy investing in faster special situations with its numerous catalysts and short-term nature to make things work. I was, and still am, amazed at the extent to which markets misread risk/reward in some situations – markets are far from efficient and your own research and pattern recognition can give you a significant advantage.
A good example of such a case would be the TRIP / LTRPA arbitrage, where I have bet that the spread between two stocks has already closed to zero several times and have returned +30% to +50% each time. It’s in plain sight there, but for some reason the spread keeps popping up. The same can be said for all MLP acquisitions over the past year — getting into the position after the majority shareholder’s initial bid has always yielded generous returns after the final bid was announced 20% to 40% higher. Similar cases pop up daily and it’s just a matter of spotting the pattern and spotting it in time.
My goal in launching Special Situation Investing is to create a place where investors interested in event-driven situations can hang out together, discover new lucrative opportunities, and enjoy discussions about the merits of each case.
$100 off the introductory offer
For two weeks only, we’re offering a $100 rebate to new members of Special Situation Investing.
With this introductory offer, the price for our service is only approx $40/month (with annual billing). We are confident that we will bring much more value to our subscribers.
Our standard plans are $75/month billed monthly or approximately $49/month billed annually – meaning you get a 33% discount with annual membership.
We look forward to discovering exciting and lucrative investment opportunities together.
Join Now – The starting offer is valid for only two weeks and expires at the end of September.
If you are reading this about the Seeking Alpha mobile app, go to seekalpha.com and enter to try this service now Investing in special situations in site search to visit my marketplace service checkout page.