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@InvestSpecial "New Idea On SSI: $SCPH with 5:1 risk/reward on CVR play MannKind is acquiring the company for $5.35/share in cash plus a CVR worth up to $XXXX. Closing is expected in Q4 and should be straightforward"
X Link @InvestSpecial 2025-09-04T13:12Z 31K followers, 13.1K engagements

"$PZZA buyout rumors swirling again. Apollo and Qatar Investment Fund reportedly in the mix. Talks suggest an offer near $64/share a big premium to current levels but that valuation feels a bit rich. Hard to see an offer coming in that high. Any thoughts"
X Link @InvestSpecial 2025-10-14T12:34Z 31K followers, 13.6K engagements

"Curious setup with US-listed Chinese company $XNET one of those net-nets that almost seems too good to be real. This is a Chinese tech firm providing cloud services and download management software. The company trades at around a $600m mcap versus $235m in net cash + an X% stake in Arashi a recently listed company on the Shanghai Stock Exchange. The implied value of said stake is at $1.3bn. In other words XNET trades at roughly a XX percent discount to net cash plus its Arashi stake while still running a profitable operating business. Moreover management recently stated it intends to explore"
X Link @InvestSpecial 2025-10-14T08:16Z 31K followers, 7959 engagements

"$YEXT setup looks interesting. Yet another MBO weve covered on SSI in recent months. The spread to the CEO/Chairmans bid is about X% with minimal downside to pre-announcement. Decent chance of a bump or an overbid from a 3rd party. Link to the full write-up below"
X Link @InvestSpecial 2025-10-10T08:05Z 31K followers, 12K engagements

"3/ @FirstHillCap focuses on finding cheap companies with strong competitive moats mostly outside the U.S. Write-ups are concise and straight to the point no unnecessary fluff just the core thesis"
X Link @InvestSpecial 2025-10-15T09:00Z 31K followers, XXX engagements

"Interesting pitch on $RLGT by @1MainCapital Cyclically challenged non-asset-based 3PL trading at X normalized EBITDA with a pristine balance sheet and net cash position to withstand the current downcycle"
X Link @InvestSpecial 2025-10-13T13:33Z 31K followers, 3784 engagements

"@Lord_of_Biotech Agreed that's seems the most likely outcome right now"
X Link @InvestSpecial 2025-10-07T12:17Z 31K followers, XXX engagements

"8/ @e_pap4 focuses on undervalued microcaps ignored by the market with some special sits mixed in. No specific industry or geography focus. Plenty of interesting setups for investors as long as small and illiquid does not deter you"
X Link @InvestSpecial 2025-10-15T09:00Z 31K followers, XXX engagements

"full letter:"
X Link @InvestSpecial 2025-08-13T09:56Z 31K followers, 3240 engagements

"Interesting deep dive on $GLNG from @LuisVSanchez777 Leading FLNG vessels provider on the precipice of significant FCF inflection. EBITDA expected to 4x by 2030 as X major projects complete. Multibagger upside by 2030"
X Link @InvestSpecial 2025-09-26T11:27Z 31K followers, 14.5K engagements

"Just read the latest Mauboussin article. A great piece on capital allocation with plenty of historical data on cash levels across different sectors and industries. Worth a read link below"
X Link @InvestSpecial 2025-10-07T11:26Z 31K followers, 52.3K engagements

"$SMLR merger with $ASST looks intriguing yet completely nuts. The spread is massive around XX% today. This is the first crypto treasury roll-up with ASST acquiring SMLR at a 21.05x exchange ratio. The setup is highly fragile with both borrow and options extremely expensive. The deal will likely close but its a situation where youre running against the clock hoping that ASSTs price doesnt fall further. Thats especially problematic given the unclear closing timeline. ASST trades at a massive 2.2x premium to NAV far above nearly all BTC DATs which have all tanked since the summer peak. Even the"
X Link @InvestSpecial 2025-10-07T12:08Z 31K followers, 4899 engagements

"6/ @investwithwes1 covers stocks globally with no specific size or industry focus. A value-investing blog with a clear process for picking each stock as part of a portfolio. Not the newest blog but one Ive started following over the past year more"
X Link @InvestSpecial 2025-10-15T09:00Z 31K followers, XXX engagements

"1/ New investment ideas from VIC 👇 Incl: $GO short $7309.T short & $RMBL short. $GO short pitch: Value grocery retailer at a premium valuation of 15x 2022 EBITDA and 30x EPS. Incorrectly perceived as an attractive franchisor-type business with a long growth runway. .👇"
X Link @InvestSpecial 2023-03-17T09:55Z 31K followers, 26.3K engagements

"$SCPH merger closed as expected. sNDA was submitted by the end of September so were now on the clock for approval before Sept'26. If not by September approval by the end of 2026 seems highly likely for the $XXXX payout. Full write-up linked below"
X Link @InvestSpecial 2025-10-08T10:20Z 31K followers, 6827 engagements

"First positive development in $IMXI / $WU merger. The spread stands at 13%. The HSR waiting period has expired without any concerns. Other regulatory approvals from state and financial regulatory bodies are still pending. The timeline remains long with the deal expected to close in mid-2026. However spread now feels too wide after HSR expiry. What are we missing here"
X Link @InvestSpecial 2025-10-08T09:09Z 31K followers, 14.9K engagements

"Great news for $TIXT stakeholders. The offer was bumped by XX% yesterday from $XXX to $4.5/share and about XX% since my post. TIXT will be acquired at 6.5x EBITDA which still feels somewhat low but the increase should satisfy shareholders"
X Link @InvestSpecial 2025-09-03T09:48Z 31K followers, 11.9K engagements

"$OCI.AS trades below net cash with a remainco operation for free. OCI has announced four major asset sales with combined net proceeds to exceed the companys enterprise value. Two special dividends (14.5/share and 4.2/share) have been announced and paid out. Another 4/share distribution will be returned to shareholders following the recent close of the final asset sale. At the current stock price of 7.5/share OCI trades below my pro-forma net cash estimate of 7.64/share. On top of that investors are getting the EU nitrogen operations with annual mid-cycle EBITDA guided at $150m (0.65/share)"
X Link @InvestSpecial 2025-07-02T08:55Z 31K followers, 18.3K engagements

"2/ $ROO.L pitch: Consensus estimates are too low. ROO has sold off with the tech/growth meltdown notwithstanding solid financial performance through the end of COVID and the subsequent UK consumer crisis"
X Link @InvestSpecial 2023-04-17T08:56Z 31K followers, 2029 engagements

"$ACHC finally might be getting sold. Two activists with a combined X% stake are pushing the medical facilities owner/operator to explore a sale. Certainly cheap at 7x fwd EBITDA but the staggered board is a big problem. Watching closely for further developments"
X Link @InvestSpecial 2025-10-03T12:07Z 31K followers, 3709 engagements

"Recent post on FirstHills Investments blog $GPW.WA Operator of the Warsaw Stock Exchange; undervalued local monopoly with stable market services revenue and XXX% EBITDA growth target. Tech/data expansion and takeover optionality create asymmetric upside"
X Link @InvestSpecial 2025-10-15T09:00Z 31K followers, XXX engagements

"I guess I was a bit too quick on this one. The spread has indeed narrowed and now stands at X% after the HSR review expired. The rest of the $IMXI / $WU spread comes down to the remaining timeline and some residual regulatory and shareholder approval risk"
X Link @InvestSpecial 2025-10-09T08:50Z 31K followers, 5689 engagements

"Recent post on InvestingWithWes blog $EVO.ST: Market-leading live casino provider with 60%+ margins strong cash generation and disciplined capital allocation. Expanding into regulated markets (U.S. LatAm) while maintaining dominance in live gaming"
X Link @InvestSpecial 2025-10-15T09:00Z 31K followers, XXX engagements

"Interesting pitch on $SWX by Silver Beech Capital SWXs hidden utility value unlocks as Centuri is deconsolidated debt is cut and growth/regulatory tailwinds kick in setting up 40%+ upside from here. Full letter below"
X Link @InvestSpecial 2025-09-08T09:10Z 31K followers, 6979 engagements

"Full article:"
X Link @InvestSpecial 2025-10-07T11:26Z 31K followers, 4823 engagements

"$ETNB competitor developing a MASH treatment $AKRO was just acquired by $NVO. Big pharma is clearly betting heavily on these drugs. Theres also an interesting CVR component attached to the AKRO deal. The offer is for $54/share in cash + $6/share in CVR and the stock currently trades at $54.08/share. The CVR payout is tied to the cirrhosis indication approval as well but with much stronger upside than in the case of ETNB. I havent looked into this in detail yet but its worth checking out"
X Link @InvestSpecial 2025-10-10T13:39Z 31K followers, 5752 engagements

"New SSI idea: Merger arb with a XX% spread The company is selling all assets to a business partner. Closing conditions appear likely to be met. Main risk is borrow availability though a few million USD in borrow is currently accessible for hedging"
X Link @InvestSpecial 2025-10-13T09:51Z 31K followers, 3647 engagements

"1/ New investment ideas from VIC 👇 Incl: $ROO.L $CHDN & $ASPS $ROO.L pitch: Food delivery business that operates in the UK Ireland France Italy and a few additional markets. ROO is cheap with 2/3 of the mcap in cash and a clear line-of-sight to FCF generation. .👇"
X Link @InvestSpecial 2023-04-17T08:56Z 31K followers, 35.1K engagements

"Interesting pitch on $TMDX from Infuse Asset Management. Potential multibagger with a significant moat and the only FDA-approved medtech device for transporting donor organs. Linking an earlier VIC article with more details below"
X Link @InvestSpecial 2025-10-10T13:00Z 31K followers, 6534 engagements

"10 best ideas from Q2'2025 investor letters. Quite a few interesting picks with multibagger potential this quarter. Lets dive in👇"
X Link @InvestSpecial 2025-08-27T07:59Z 31K followers, 99K engagements

"3/ $ROO.L pitch: Despite not being the country-level GMV leader ROO is leading in the most attractive sub-markets and has carved out a niche as the premium brand which yields higher average order values and better profitability despite the lower scale"
X Link @InvestSpecial 2023-04-17T08:56Z 31K followers, 2018 engagements

"@KyleTushaus Im aware of both setups for sure. I agree on $NRP and even pitched it on X. I havent looked into $HE for a while so I do need to give it another look. Thanks for the note"
X Link @InvestSpecial 2025-09-22T05:38Z 31K followers, XXX engagements

"Interesting thoughts on $CSU.TO by Akre Capital This is an especially interesting read following the recent drawdown driven by fears of AI disruption in vertical software and of course Leonards decision to step down. Full letter with more details below"
X Link @InvestSpecial 2025-10-14T11:29Z 31K followers, 4721 engagements

"Consolidation in Permian set to continue. Bloomberg reports that $CIVI plans to merge with another mid-sized peer $SM. Unfortunately its expected to be a merger of equals with no premium. The broader consolidation trend is worth watching for other potential deals"
X Link @InvestSpecial 2025-10-09T06:47Z 31K followers, 6110 engagements

"Any thoughts on $BHR preferreds BHR is an owner and operator of multiple luxury hotels including Ritz-Carlton Four Seasons and Hyatt properties. A few weeks ago the company announced a strategic review aimed at selling the entire business. A straight equity play looks far too uncertain given the leverage here but the preferreds look interesting. In particular $BHR.PB offers around XX% downside to pre-announcement levels and 50%+ upside if the company is sold with preferreds fully covered. The external advisor stands to receive a massive $480M termination fee so the sale is likely happening"
X Link @InvestSpecial 2025-10-06T12:52Z 31K followers, 5425 engagements

"7/ @alluvialcapital is a well-known small-cap value & special sits fund manager. Not his first feature here but hes recently launched the Tactile Fund a blog and fund focused on long-term investments in companies with unique physical assets"
X Link @InvestSpecial 2025-10-15T09:00Z 31K followers, XXX engagements

"Interesting pitch on $NVT from @UpslopeCapital Dominant player in electrical protection systems with XX% mkt shr pricing power and tailwinds from electrification and the IRA. Backed by solid FCF smart M&A and a leading position in enclosures seg. potential compounder"
X Link @InvestSpecial 2025-07-28T10:30Z 31K followers, 7314 engagements

"Interesting thoughts shared by White Falcon Capital Management on the $TIXT buyout. They estimate fair value in the range of $57/share (similar to my estimates of 78x EBITDA) compared to the stock at $3.73/share and Telus offer of $3.40/share. Full letter below"
X Link @InvestSpecial 2025-08-21T11:02Z 31K followers, 8084 engagements

"Some interesting thoughts from Vltava Fund @danielgladis on $NVO Not quite in my ballpark given the sheer size of the stock but its certainly interesting after the continued pullback in recent quarters"
X Link @InvestSpecial 2025-10-06T11:00Z 31K followers, 6924 engagements

"Great letter from Horizon Kinetics on opportunities in the Japanese stock market especially the section on owner-operated enterprises and their historical outperformance. Also a sharp look into Japanese corporate culture. Full letter below"
X Link @InvestSpecial 2025-08-13T09:56Z 31K followers, 12.7K engagements

"Post example on Tactile Fund blog $SVITZR.CO: Worlds largest tugboat operator and only pure-play towage firm. Mission-critical niche with durable demand exclusive port contracts and mid-teens ROIC potential postMaersk spin-off. Stock got acquired soon after the post"
X Link @InvestSpecial 2025-10-15T09:00Z 31K followers, XXX engagements

"Stock is up XX% after another regulatory hurdle was cleared for $BNXA.V. EU Internet Ventures one of BNXA subs has finally received its EU license a major condition for the deal. More approvals are still required but progress remains steady. The spread now stands at 21%"
X Link @InvestSpecial 2025-10-13T12:31Z 31K followers, 6463 engagements

"Just when you think the $SONM story is over it finds its way back into the spotlight. A few weeks ago X Main Capital a well-known small-cap fund established a X% stake. Stock is up c. XX% since and now trades close to expected proceeds from the sale of it's assets to Social Mobile. Great trade for X Main. Watching closely if this sale would actually close by Q4"
X Link @InvestSpecial 2025-09-23T10:38Z 31K followers, 14.6K engagements

"$CMTL is up about XX% since the May post with most of that move occurring over the past month on basically no news. Either someone knows something and is quietly loading up or theres been some industry-related development that Ive clearly missed. In any case this looks like a good exit opportunity. Given that CMTL is a levered stub such sharp run-ups can happen occasionally. But beyond that the value unlock process has been dragging on for far too long at this point. As a reminder the debt repayments originally due in October which I initially thought might accelerate the process have been"
X Link @InvestSpecial 2025-10-09T10:00Z 31K followers, 5329 engagements

"Any interesting special sits you follow Drop an elevator pitch in the comments. I will review all suggestions and if yours gets published on SSI you will get ❗3 months of FREE subscription❗"
X Link @InvestSpecial 2024-08-29T09:02Z 31K followers, 30.6K engagements

"Interesting pitch on $HP3A.DE by @dipinvest Ringmetall is an EU-based small-cap leader in a niche market with decent barriers to entry trading at 8x P/E"
X Link @InvestSpecial 2025-10-07T09:22Z 31K followers, 5110 engagements

"$IMXI / $WU Merger XX% Spread Worth a Look IMXI a remittances company is being acquired by its much larger peer Western Union. The offer is at $16/share in cash with closing expected in mid-2026. This is a strong strategic move to bolster WUs position in the U.S. market particularly in Latin America and the Caribbean where IMXI has a solid foothold. The combined company will control roughly XX% market share in the Latin American corridor making it the largest player with Remitly in second place at 20%. The deal comes at a large XX% premium and at 5x EBITDA which is a reasonable multiple"
X Link @InvestSpecial 2025-08-20T10:30Z 31K followers, 16.6K engagements

"Interesting spin-off developing with $TNOM.HE. Talenom Oyj is a Scandinavian accounting services company that has developed proprietary accounting software over many years. About a year ago the company decided to separate the software business into a distinct segment and start offering it as a standalone service. The software segment currently accounts for around XX% of revenues and XX% of EBITDA. The company has now announced plans to spin off the software business into a separate entity in H1 2026. The combined company trades at around 7x 2025E EBITDA. Management guides for XX% growth in"
X Link @InvestSpecial 2025-10-10T10:30Z 31K followers, 6064 engagements