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2018 Year In Review – 96 Investment Ideas

2018 has been a fantastic year for SSI.

7 comments

Jan 18, 2019

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BRP Inc. (DOO.TO)
BRP tender offer was completed around the middle of the price range (C$103.5/share). The idea is closed with a nice…
Ilja on Jul 29, 2021
51job (JOBS)
51 jobs may benefit form new education regulation as more dislocation in the workforce
specialsits on Jul 28, 2021
51job (JOBS)
Among the >$1 billion market cap Chinese companies with definitive agreements, JOBS's spread is wider than SOGO (2.6%）, but narrower…
snowball on Jul 28, 2021
51job (JOBS)
Spread has widened again to 8.1%.
ijw on Jul 27, 2021
BRP Inc. (DOO.TO)
Went for $103.50, 83% proration: https://news.brp.com/news-releases/news-release-details/brp-announces-preliminary-results-substantial-issuer-bid-1
jwestern on Jul 26, 2021
Tarena International (TEDU)
The proposed regulation will ban after-school tutoring of subjects in China's K-12 school compulsory syllabus. TEDU's K-12 tutoring business focuses…
snowball on Jul 23, 2021
Tarena International (TEDU)
https://seekingalpha.com/news/3718478-tal-education-new-oriental-plunge-on-report-china-considering-tutoring-companies-become-non-profits
nostradamus on Jul 23, 2021
Tarena International (TEDU)
https://finance.yahoo.com/news/china-considers-turning-tutoring-companies-081502751.html https://finance.yahoo.com/news/gaotu-techedu-inc-responds-media-120000858.html
W51W52 on Jul 23, 2021
Tarena International (TEDU)
Any suggestions why it dropped today? I don't see any relevant news. Thanks.
Cerberus on Jul 23, 2021
Sequential Brands (SQBG)
SQBG sold their 65% interest in DVS Footwear for $2mm. https://www.sec.gov/Archives/edgar/data/0001648428/000110465921094410/tm2122807d1_8k.htm David, any idea whether this was a good price?…
jwestern on Jul 21, 2021
Walker Innovation (WLKR)
From an email conversation about half a year ago: "I can tell you that we originally allocated $3.5 million to…
Writser on Jul 21, 2021
BRP Inc. (DOO.TO)
I just talked to Vanguard corporate actions and they said that IRAs are exempt from any witholding. Didn't use to…
Brian on Jul 21, 2021
Pershing Square Tontine Holdings (PSTH)
He has said he will do a traditional SPAC this go around, so you looking at minimum of 4 months…
g4734g on Jul 21, 2021
Walker Innovation (WLKR)
Thanks for the update......do you have a feel if the final payout, (if there is one) will be material or…
g4734g on Jul 21, 2021
BRP Inc. (DOO.TO)
I can confirm from HCG, XBIT, GAPFF, GMP, and ORC.B tender offers that there have been no CAD withholding tax…
W51W52 on Jul 21, 2021
BRP Inc. (DOO.TO)
Interesting . So in your experience , when doing these in an ira/roth at IB, the full proceeds are deposited…
Jim Davis on Jul 21, 2021
BRP Inc. (DOO.TO)
Is there anyone here from Australia who has an understanding of the foreign tax offset rules? From what I can…
Aidan on Jul 21, 2021
Pershing Square Tontine Holdings (PSTH)
UMG deal is now off the table: https://pstontine.com/wp-content/uploads/2021/07/Letter-to-Shareholders-from-PSTH-CEO-Bill-Ackman.pdf So PSTH will have to search for a new target again. This…
snowball on Jul 20, 2021
Walker Innovation (WLKR)
Thanks for the update
AV on Jul 16, 2021
Walker Innovation (WLKR)
I got this prompt update today to my inquiry re final distribution at the Walker website: We are assessing that…
blades on Jul 15, 2021
BRP Inc. (DOO.TO)
Just do all tender offers at Interactive Brokers :). Schwab also charges a $9.95 per corporate action fee, which makes…
W51W52 on Jul 15, 2021
BRP Inc. (DOO.TO)
Thanks, WW for the useful tax provisions. This is what "should be", and it's good that IB strictly follows. However,…
Terence on Jul 15, 2021
BRP Inc. (DOO.TO)
Every time there's a Canadian tender offer, the same question pops up, so I thought it'd be good to provide…
W51W52 on Jul 15, 2021
BRP Inc. (DOO.TO)
Just got the notification in IBKR. "As per the Offering Document: Deemed Dividend - A Shareholder who disposes of Shares…
nuggy5 on Jul 14, 2021
BRP Inc. (DOO.TO)
Question for US-based investors. Does anyone have experience doing these in an IRA? If so, were you successful in avoiding…
Sean McMahon on Jul 13, 2021
BRP Inc. (DOO.TO)
Got it sorted. Just needed to get the right person on the other end of the phone.
rc99ar on Jul 12, 2021
Sequential Brands (SQBG)
I haven't looked into what Edmiston was brought on to do at any of his numerous other appointments. Would be…
jwestern on Jul 11, 2021
Sequential Brands (SQBG)
Bit of an update. On July 2, Bank of America extended their default waiver to August 10, 2021: https://www.sec.gov/Archives/edgar/data/1648428/000110465921088987/tm2121409d1_8k.htm There…
jwestern on Jul 11, 2021
BRP Inc. (DOO.TO)
Still not seeing an ability to tender / corporate action in IBKR. Called my other broker twice and they don't…
rc99ar on Jul 9, 2021
Sequential Brands (SQBG)
Yeah, thank god for social media. I took the opportunity to sell my principal, and left my gains in there.…
jwestern on Jul 8, 2021

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Disclaimer - nothing on this site should be considered as investment advice or trading recommendation. This is not a financial services site, all information is presented for educational purposes only. Site and its owners take no liabilities or responsibilities for any actions of third parties that were made based on information presented on the site. All readers carry their own due diligence and invest at their own risk.