Performance Results

The table below indicates returns on all of the ideas published on the site so far – including Member Ideas.

Due to the nature of special situation investing the opportunities published on this site have relatively short time frames – i.e. positions are promptly closed after specific corporate action/event materializes. This results in relatively smaller absolute returns and high annualized IRRs.

Currently ACTIVE trading ideas are accessible to members only.

2018    
TickerDate publishedTypeReturnAnnual IRR
ACTIVE14-Jun-18Exchange OfferTBDTBD
ACTIVE14-Jun-18Unit BuyoutTBDTBD
ACTIVE12-Jun-18M&ATBDTBD
ACTIVE07-Jun-18M&ATBDTBD
ACTIVE04-Jun-18M&ATBDTBD
ACTIVE01-Jun-18Going PrivateTBDTBD
ACTIVE01-Jun-18M&ATBDTBD
ACTIVE30-May-18Forced SellingTBDTBD
ACTIVE30-May-18Tender OfferTBDTBD
AVE.V08-May-18M&ATBDTBD
ACTIVE07-May-18LiquidationTBDTBD
ACTIVE07-May-18Expected TenderTBDTBD
ABBV02-May-18Tender Offer5.0%60%
WHR27-Apr-18Tender Offer5.1%61%
CIT26-Apr-18Tender Offer3.3%40%
RKN.AX24-Apr-18Business Sale-12.0%-120%
ACTIVE23-Apr-18Going PrivateTBDTBD
USCO.V23-Apr-18M&A10.0%60%
ACTIVE17-Apr-18M&ATBDTBD
WGRP13-Apr-18M&A7.0%60%
ACTIVE09-Apr-18M&ATBDTBD
ACTIVE05-Apr-18Mean ReversionTBDTBD
D.UN.TO23-Mar-18Tender Offer0.0%0%
DSU23-Mar-18Tender Offer6.0%72%
CTG22-Mar-18Tender Offer0.0%0%
BBG.ASX15-Mar-18M&A9.3%223%
LCL.L13-Mar-18CVRTBDTBD
KDI.V13-Mar-18M&A7.0%56%
PSH.AMS12-Mar-18Tender Offer5.2%30%
STLY12-Mar-18Delisting0.0%0%
AAR-U.TO08-Mar-18M&ATBDTBD
LIX.V07-Mar-18M&A20.0%3600%
HLF07-Mar-18Tender Offer13.6%109%
ACTIVE01-Mar-18Spin-OffTBDTBD
SCKT28-Feb-18Tender Offer2.6%31%
VAH.ASX28-Feb-18Odd Lot Buyback0.0%0%
ACTIVE26-Feb-18Expected Acquisition25.0%150%
ROSG12-Feb-18M&A-14.0%-56%
ACTIVE04-Feb-18M&A5.0%15%
CHDN10-Jan-18Tender Offer7.0%84%
TCPIF09-Jan-18Going Private20.0%120%
ABE.MC09-Jan-18Bidding War-0.5%-2%
CKTM05-Jan-18M&A7.0%21%
TOX.ASX05-Jan-18Special Dividend0.0%0%
AC03-Jan-18Split-off13.0%156%

 

2017    
TickerDate publishedTypeReturnAnnual IRR
RPRX19-Dec-17M&A6.5%237%
NEWS14-Dec-17CVRTBDTBD
LGN.V14-Dec-17M&A10.0%80%
ACTIVE13-Dec-17M&A5.0%20%
EXAC07-Dec-17M&A-2.5%-15%
RLOG24-Nov-17Bankcruptcy10.0%250%
CMED24-Nov-17M&A80.0%240%
EVLV24-Nov-17M&A8.0%96%
CZZ20-Nov-17Tender Offer11.0%132%
ACTIVE17-Nov-17Asset Sale0.0%0%
ACTIVE16-Nov-17Litigation Stub134.0%268%
PCO16-Nov-17Going Private4.6%87%
PSGLQ15-Nov-17LiquidationTBDTBD
FIG15-Nov-17M&A3.8%30%
EGF15-Nov-17Tender Offer2.0%50%
ACTIVE27-Oct-17Expected TenderTBDTBD
MVC27-Oct-17Tender Offer2.0%27%
CBS20-Oct-17Tender Offer8.0%94%
GHL16-Oct-17Tender Offer12.0%438%
CNTE06-Oct-17Tender Offer1.0%5%
UTG29-Sep-17Mean Reversion-0.1%-1%
YUME27-Sep-17M&A0.0%0%
ZAIS08-Sep-17Going Private14.0%84%
WTM23-Aug-17Tender Offer1.3%22%
DEST03-Aug-17Technical Sell-Off90.0%396%
ESSX18-Jul-17LiquidationTBDTBD
TPCA26-Jun-17Tender Offer5.5%45%
TIL.NO24-Jul-17M&A5.0%10%
YHOO15-Jun-17Tender Offer2.0%66%
QIWI13-Jun-17M&A-25.0%-100%
OJCB09-Jun-17M&A10.0%35%
FNMA05-Jun-17Redemption10.0%49%
RAD29-May-17M&A10.0%122%
STVVY26-May-17Special Dividend27.0%469%
ADES10-May-17Expected Dividend23.0%57%
WING05-May-17Algo Trading10.0%261%
CIT04-May-17Tender Offer2.5%33%
DEST27-Apr-17M&A0.0%0%
AAA10-Apr-17Liquidation5.0%65%
GECC30-Mar-17Tender Offer2.7%24%
TNGO20-Mar-17M&A25.0%207%
PCO29-Mar-17Going Private0.0%0%
ZF16-Mar-17M&A4.0%365%
PJF.LON23-Feb-17M&A11.0%23%
QQQX06-Feb-17CEF Arbitrage1.0%28%
PTXP01-Feb-17M&A32.0%109%
TJI.LON24-Jan-17Liquidation52.0%35%
LSR.LON19-Jan-17Liquidation11.0%11%
TZZ.TO12-Jan-17Dutch Tender4.5%47%
SYT02-Jan-17M&A9.5%158%
PBOX03-Jan-17Going Private0.0%0%

 

 

2016    
TickerDate publishedTypeReturnAnnual IRR
RAD29-Dec-16M&A-30.0%-30%
NBZ.TO28-Dec-16Tender Offer8.7%106%
TA-PD.TO27-Dec-16Preferred Arbitrage-3.7%-4%
NRO15-Dec-16Tender Offer10.0%111%
OCIP07-Dec-16M&A17.0%68%
IQNT06-Dec-16Higher Bid-0.2%0%
ENT02-Dec-16M&A / Tender30.0%913%
IMSCQ18-Nov-16Liquidation60.0%7300%
WBMD15-Nov-16Tender Offer2.7%26%
NYRT14-Nov-16Liquidation-28.0%-28%
ACTA09-Nov-16Tender Offer7.0%71%
EGF08-Nov-16Tender Offer1.1%12%
MWW25-Oct-16M&A0.0%0%
RECN19-Oct-16TenderOffer11.0%109%
N18-Oct-16M&A8.5%207%
SLGN18-Oct-16Tender Offer0.0%0%
FVE14-Oct-16Tender Offer5.8%57%
IEGH10-Oct-16Reverse Split48.0%4380%
ZFC15-Sep-16Tender Offer9.0%82%
PG02-Sep-16Split-off7.5%78%
BINDQ24-Aug-16LiquidationTBDTBD
MSM14-Jul-16Dutch TenderN/AN/A
FFNW14-Jul-16Dutch Tender1.1%12%
LMT14-Jul-16Split-off11%100%
COA.LN28-Jun-16Forced Selling13.5%149%
CKEC21-Jun-16Higher Bid200.0%2147%
GAIA24-May-16Tender Offer2.6%24%
MNST13-May-16Dutch Tender3.9%43%
VRTS13-May-16Dutch Tender2.6%29%
TTGT13-May-16Tender OfferN/AN/A
BAX25-Apr-16Split-Off7.5%91%
ASFI12-Apr-16Dutch Tender2.4%25%
TSE29-Mar-16Tender OfferN/AN/A
SRYB21-Mar-16Going Private6.3%17%
III14-Mar-16Dutch Tender8.1%92%
PLPM14-Mar-16Dutch Tender5.0%57%
HCG14-Mar-16Dutch Tender4.1%38%
CRAI24-Feb-16Dutch Tender4.6%53%
CHMP24-Feb-16Going Private50.0%113%
NSM16-Feb-16Dutch Tender3.9%47%
FIG05-Feb-16Dutch Tender8.9%93%
DVLY27-Jan-16Going Private28.1%84%
SNOW12-Jan-16Dutch Tender2.6%27%
SPIL11-Jan-16Tender Offer9.0%51%
ALO08-Jan-16Tender Offer-0.3%0%

 

 

2015    
TickerDate publishedTypeReturnAnnual IRR
SNR18-Dec-15Dutch Tender4.0%38%
FC15-Dec-15Dutch Tender9.0%100%
NSP09-Dec-15Dutch Tender2.8%28%
CPRT25-Nov-15Dutch Tender-0.1%0%
FLY 217-Nov-15Dutch Tender3.3%33%
WLFC17-Nov-15Dutch Tender3.5%36%
FLY16-Nov-15Tender Offer8.1%80%
NCR13-Nov-15Dutch Tender-0.9%-11%
HUB02-Nov-15Exchange Offer5%20%
MAMS02-Nov-15Tender Offer3.9%40%
THRX30-Oct-15Dutch Tender4.5%43%
GE20-Oct-15Split-off7.50%81%
CHLN12-Oct-15Going Private26%65%
NATH14-Sep-15Dutch Tender2.6%24%
DOW03-Sep-15Split-off11%118%
HRB03-Sep-15Dutch Tender4.5%45%
JOE24-Aug-15Tender Offer6.6%67%
HNNA24-Aug-15Tender Offer1.8%20%
MSI10-Aug-15Dutch Tender3.6%44%
CDOR10-Aug-15Exchange Offer0%0%
KCLI08-Aug-15Going Private9.5%8%
NTP03-Aug-15Tender Offer4.8%45%
TIER24-Jul-15Dutch Tender8.6%98%
ALSO07-Jul-15Going Private150.0%150%
NBHC07-Jul-15Dutch Tender0.5%6%
CCEL02-Jul-15Tender Offer7.6%82%
DHR 227-Jun-15Split-off7.50%152%
AOSL12-Jun-15Dutch Tender3.1%36%
GSOL12-Jun-15Tender Offer10.1%73%
GNL08-Jun-15Tender Offer13.3%167%
WEN08-Jun-15Dutch Tender1.6%22%
CPRT08-Jun-15Dutch TenderN/AN/A
EMKR19-May-15Dutch Tender4.6%50%
APLE19-May-15Dutch Tender5.6%50%
DHR19-May-15Split-off5.30%34%
BVII15-May-15Going Private0.0%0%
KCG06-May-15Dutch Tender3.9%41%
NTP06-May-15Tender Offer6.0%70%
ARR28-Apr-15Dutch Tender2.5%30%
CLS28-Apr-15Dutch Tender8.7%79%
INS24-Apr-15Dutch TenderN/AN/A
SLI06-Apr-15Dutch TenderN/AN/A
RENN06-Apr-15Dutch Tender3.4%43%
ITEX25-Mar-15Tender Offer9.9%129%
BBX23-Mar-15Tender Offer9.5%94%
MBUU16-Mar-15Dutch Tender3.1%37%
SLGN24-Feb-15Dutch Tender2.2%42%
NICK24-Feb-15Dutch Tender-0.3%0%
FNFV24-Feb-15Dutch Tender3.4%43%
FREVS23-Feb-15Tender Offer3.6%45%
XHR09-Feb-15Dutch Tender2.4%29%
EXFO13-Jan-15Dutch Tender7.5%76%

 

 

2014    
TickerDate publishedTypeReturnAnnual IRR
MORE19-Dec-14Dutch Tender5.1%53%
TCX19-Dec-14Dutch Tender1.9%20%
BBRG17-Nov-14Dutch Tender6.5%67%
FCRM17-Nov-14Going Private150.0%219%
SMGI07-Nov-14Tender Offer2.6%31%
CHMT05-Nov-14Dutch Tender3.6%42%
FDP05-Nov-14Dutch Tender4.1%47%
MCGC05-Nov-14Dutch Tender3.0%34%
CMXX02-Oct-14Going Private7.1%14%
RWWI30-Sep-14Tender OfferN/AN/A
CACC23-Sep-14Tender Offer0.5%6%
GPX06-Sep-14Dutch Tender5.6%68%
MCEM01-Sep-14Going Private3.4%14%
FBRC20-Aug-14Dutch Tender0.2%2%
ANR15-Aug-14Dutch Tender4.2%51%
ENT14-Aug-14Warrant Exchange1.0%12%
HNH08-Aug-14Tender OfferN/AN/A
FMNB08-Aug-14Tender Offer2.9%34%
WBMD06-Aug-14Tender Offer1.1%13%
IBCA05-Aug-14M&A5.0%20%
GSI10-Jul-14Dutch Tender0.0%0%
FPCG23-Jun-14Going Private25.0%101%
CBS11-Jun-14Split-Off7.50%68%
UDF04-Jun-14Tender Offer4.6%52%
WY23-May-14Split-Off7.20%53%
CACC16-May-14Tender OfferN/AN/A
HKFI12-May-14Going Private-15.0%-15%
GSOL08-May-14Tender Offer17.5%200%
NYRT16-Apr-14Tender Offer1.9%22%
HCT09-Apr-14Tender Offer8.7%99%
SPLP08-Apr-14Dutch Tender-1.2%-1%
G06-Mar-14Dutch Tender1.2%13%
CACC27-Feb-14Tender OfferN/AN/A
HELE12-Feb-14Dutch Tender6.6%76%
OUTR11-Feb-14Dutch Tender-1.3%-15%
WEN14-Jan-14Dutch Tender5.0%57%

 

2013    
TickerDate publishedTypeReturnAnnual IRR
TARO25-Nov-13Dutch Tender1.80%19%
BPI14-Nov-13Tender Offer10.0%104%
CXP11-Oct-13Dutch Tender11.4%119%
WBMD19-Aug-13Tender Offer6.5%68%
HAL26-Jul-13Dutch Tender5.5%57%
WEF02-Jul-13Dutch Tender1.3%14%
COLE20-Jun-13Dutch Tender12.30%128%
GKNT18-Jun-13Dutch Tender1.1%11%
APF03-Jun-13Tender Offer7.0%73%
CSG31-May-13Dutch Tender9.40%98%
PFE23-May-13Split-Off7.5%46%
FBRC21-May-13Dutch TenderN/AN/A
ETEC09-May-13Going Private4.0%24%
HLIT26-Apr-13Dutch Tender9.5%99%
SSY06-Feb-13Tender Offer28.0%292%


2012    
TickerDate publishedTypeReturnAnnual IRR
PPG27-Dec-12Split-Off11.0%89%
KENT26-Dec-12Going Private17.0%95%
MSF14-Jun-12Tender Offer19.0%198%
IFF14-Jun-12Tender Offer20.0%209%
TKF13-Jun-12Tender Offer12.5%130%
JAKK29-May-12Tender Offer10.3%107%