
Do You Invest in Special Situations?
I focus on event-driven trades and low risk arbitrage opportunities with short term catalysts
Rejected Bidder Returns as Strategic Review Nears the Finish Line
Potential upside: 50%+.
Merger Arb with a Highly Motivated Strategic Buyer
Short timeline, wide spread.
Spread Widened to 50% with No News
A signed merger with nearly every condition met now trades as if completion is close to a coin flip.
Odd-Lot Arbitrage With $800 Upside: Entry Timing Is Key
Plenty of successful historical precedents and a one-month timeline.
The First Bid Is Rarely the Last
A highly asymmetric setup: meaningful upside if the buyer returns, limited downside if it doesn’t.
Quick Pitch: Harte Hanks (HHS)
Merger arbitrage: 17% spread (at $4.20)
A Take-Private Spread That Doubled on No News
The spread is wide, and this could be a pretty timely setup.
Yet Another Odd-Lot Tender Offer
Easy spread, with minimal cancellation or amendment risk.
Quick Pitch: Air Canada (AC:TO)
Tender offer (Odd-Lot): C$170+ upside (at C$27.29/share)
Guest Pitch: LivePerson (LPSN)
Merger arbitrage: 18% upside (at $2.82/share)
Did those with ACDVF in retirement accounts in the USA get the full amount? I…
Ak on Oct 9, 2026