Performance Results

The table below indicates returns on all of the ideas published on the site so far. Until 2016 the site mostly covered odd-lot type situations, but since then the scope has been expanded to include various other types of special situation opportunities. 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.

Trading ideas that are currently active are not included in the table – currently 7 Active Ideas.

 

2017    
TickerDate publishedTypeReturnAnnual IRR
ESSX18-Jul-17LiquidationTBDTBD
TPCA26-Jun-17Tender Offer5.5%45%
YHOO15-Jun-17Tender Offer2.0%66%
FNMA05-Jun-17Redemption10.0%49%
RAD29-May-17M&A10.0%122%
STVVY26-May-17Special Dividend27.0%469%
WING05-May-17Algo Trading10.0%261%
CIT04-May-17Tender Offer2.5%33%
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%
TZZ.TO12-Jan-17Dutch Tender4.5%47%
SYT02-Jan-17M&A9.5%158%
PBOX03-Jan-17Going Private0.0%0%

 

2016    
TickerDate publishedTypeReturnAnnual IRR
OCIP07-Dec-16M&A17.0%68%
IMSCQ18-Nov-16Liquidation60.0%7300%
NBZ.TO28-Dec-16Tender Offer8.7%106%
NRO15-Dec-16Tender Offer10.0%111%
TA-PD.TO27-Dec-16Preferred Arbitrage-3.7%-4%
RAD29-Dec-16M&A-30.0%-30%
IQNT06-Dec-16Higher Bid-0.2%0%
ENT02-Dec-16M&A / Tender30.0%913%
WBMD15-Nov-16Tender Offer2.7%26%
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%