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Special Situations Newsletter: September 2021

Special Situations Newsletter: September 2021

We’ve had one of the most unusual years in history with raging wildfires scorching large swaths of the West, icy weather knocking off the power grid in Texas and extreme storms plunging parts of Louisiana in darkness. All of this...Only ...

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Special Situations Newsletter: August 2021

Special Situations Newsletter: August 2021

M&A activity has been red hot in the United States with deals worth nearly $800 billion announced this year and several deals receiving competing bids that pushed up the value of the deal much to the delight of arbitrageurs. There...Only ...

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Special Situations Newsletter: July 2021

Special Situations Newsletter: July 2021

Through much of the month of June, as I looked at various investment opportunities, the one thing that stood out was just how well companies were performing despite the pandemic and in some instances because of the pandemic. On a...Only ...

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Special Situations Newsletter: June 2021

Special Situations Newsletter: June 2021

2021 is turning into a year of records. We have had a record number of IPOs this year (including SPACs, regular IPOs and direct listings) with 496 IPOs in the first five months of this year compared to 480 IPOs...Only ...

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Special Situations Newsletter: May 2021

Special Situations Newsletter: May 2021

The advance estimate for first quarter 2021 GDP was released a couple of days ago and points to strong growth of 6.4%, which puts us almost back to pre- pandemic levels. Not adjusting for inflation, “current-dollar GDP” registered … Please...Only ...

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Special Situations Newsletter: March 2021

Special Situations Newsletter: March 2021

The last year has been an unusual time to be an investor in public markets. We experienced a lot of risk and, if positioned correctly, significant rewards against a backdrop of a raging pandemic, riots, wildfires and … Please check...Only ...

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Special Situations Newsletter: February 2021

Special Situations Newsletter: February 2021

The stimulus fueled bubble we discussed in our January 2021 Special Situations newsletter shifted its focus from cryptocurrencies, alternative energy companies and high growth stocks to find a new target in traditional brick and mortar retailers. Traditional retailers that had...Only ...

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Special Situations Newsletter: January 2021

Special Situations Newsletter: January 2021

Happy New Year. The year that we just left behind defied all expectations in myriad ways. Western economies were not expecting nor were prepared for a global pandemic that came back even stronger in a second wave this Fall and...Only ...

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Special Situations Newsletter: December 2020

Special Situations Newsletter: December 2020

With fears of a tumultuous U.S. elections subsiding and very positive data on the vaccine front from both Pfizer and Moderna, the market rallied strongly in November with all three main indices notching double digit gains. Please check out the...Only ...

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