To apply for FREE membership and receive FULL ACCESS to the site, please share a special situation investment idea that has not been published elsewhere yet. Your application will be considered within two weeks and we might respond with additional questions.
We are interested in special situations and arbitrage opportunities only: the investment thesis should have a clear catalyst coming from some type of corporate action with an identifiable upside. General value ideas without special situation edge will not be considered - there are numerous other venues for sharing and discussing these. Geography is not limited to the U.S., thus any global opportunities are of interest.
A standard M&A spread arbitrage (especially for large cap names) are often of limited interest, but if you have some edge on a specific M&A deal and can explain what the market is missing, feel free to share it with us. Situations related to odd-lot provisions will not be considered for membership applications.
All applications will be carefully considered. Standards for becoming a contributor are set high - only actionable investment ideas with supporting high quality research will pass the review.
Successful applications usually have write-ups of at least 500 words, which is often required to fully articulate the investment thesis as well as highlight the relevant risks. However there is no strict limit to the length of the thesis.
Existing subscribers are invited to apply whenever they choose. If application is successful, subscription charges will be suspended from that moment onward.
All contributors are required to share at least 2 ideas per year in order to meet annual membership requirements. Posting the first idea during specific membership year gives access to the site for 6 months, posting the second one extends this to a full year.
Your write-up should be sent to firstname.lastname@example.org.