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specialsitinvestor.bsky.social
Special situation, BK, and distressed investor Regrowing my socials through substack 🌵 https://triplesinvesting.substack.com/ Got a special sit to discuss. Hit me up 🎯 #fintwit #finsky
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New article on a billion dollar litigation on a 20 million pound stock triplesinvesting.substack.com/p/monteroind...

Published an article on allk. This is a biotech setup speculating on NOLs triplesinvesting.substack.com/p/the-curiou...

Quick Note not worth an article but the GAN spread sits at 13% with a deal scheduled to close in May. The price dropped due to a deal extension that Sega/Gan agreed to since they are waiting on regulatory approvals.

Updated article on Heartbeam open.substack.com/pub/triplesi... #fintwit #finsky It's been nice to see some of my picks take off like CVSG and EMO. Subscribe while it's still free ;)

I've been debating doing write ups on more conventional pref and bond securities to increase readership but i feel like the people i want to converse with are interested in the esoteric ❤️

Another broken biotech is hlvx. It sells for way below cash value also but there is a chance management burns a hole into this company's cash stockpile.

Next trade of the day is allk. This is a busted biotech. Sells for below cash value. Has a billion dollar nol. Tang owns a chunk of it. Seems like a good setup.

Bought a position in sage and sold calls. There is an outstanding offer on the company. May rerate if they agree on mutual terms. www.businesswire.com/news/home/20...

I'm going to post some daily trades of mine every week to have some more engagement 😂 I'm not going back to the bad place. First trade of the day. You can buy a marijuana stock called cron which sells for less than cash value. Sell otm calls to create income while the company sorts its life out.

Elliott is a busy beaver. They are going to try and buy citgo through the asset seizure and merge it with Phillips. Mark this post down. www.bloomberg.com/news/article...

If Elliott gets bp and shell to merge, the black hole of 💩 may swallow us all www.reuters.com/markets/deal...

Emerita Trial: 30 days remaining Article I wrote about it: triplesinvesting.substack.com/p/emerita-re... Doc Jones has released a full podcast on this opportunity (linked below): open.spotify.com/episode/3yke... So far up over 2X since the article, but more to come if the company is successful.

#fintwit #finsky

Montero receiving 41 cents like I wrote in my article

For shareholders of wow this came out today www.send2press.com/wire/concern...

Intrum ceo gave a good presentation on their restructuring which is on their website also

Entered into a position on poww today. Very interesting stock. Going to be cash rich and running an asset light Business

So tariffs and immigration raids are coming. Foolish if you aren't shorting avocados, meat processors, and construction.

Surprised montero is still selling for 31 cents. Second part of settlement will be sent in two weeks. www.globenewswire.com/news-release...

Latest piece on an interesting special sit in the vet business. Not that CVS! Thesis is regulatory action is currently overblown. Fundamental business is fine and growing. triplesinvesting.substack.com/p/cvsg-a-spe... #fintwit #finsky

It is sad bluesky isn't really set up for people who use it for fintwit. I'm interested in other people's stock picks & their favorite substacks. It's nice that it isn't a dumpster 🔥 but I'm on here to earn money and read the occasional funny meme. Feels a bit like yelling into the void.

For those in clbr big day tomorrow finance.yahoo.com/news/omeed-m... x.com/MariaBartiro...

On UAN, Carl Icahn continues to buy shares individually and has set up a trading plan The 10b5-1 Trading Plan provides that Jefferies LLC (the "Broker") may make periodic purchases of up to an aggregate of 320,000 Common Units beginning on January 20, 2025. www.bamsec.com/filing/11046...

Happy new year! Spanish news media looks to be covering the Emerita trial. Having eyes on this case will help protect against any corruption. www.gentedigital.es/sevilla/noti...

#fintwit #finsky Intrum bankruptcy case approved. You heard it here first triplesinvesting.substack.com/p/us-bankrup...

Intrum bk decision will be rendered tomorrow

Solution for h1b debate. Make a minimum salary of 150k a year a requirement and charge a yearly registration fee of 10k. If you are bringing in top talent because you can't find someone in America, this should be no problem.

Amazing how certain stocks are not trading more negatively with the risks of tariffs and migrant internment camps

It's funny how no one is freaking out about this. Fed dropping rates and ten year shooting up. Wonder when the melt up ends.

Latest substack article: triplesinvesting.substack.com/p/updates-an... #fintwit #finsky

Intrum bankruptcy settlement reached. You heard it here before Bloomberg 🚀

Below is an example of two century bonds you can buy right now that yield above 5 percent for a long term hold. Your counterparty is usc and upenn. Given their endowments they are in good shape :) there are lots of other universities who offer century bonds now.

So you can buy bonds yielding 5.5 percent and have the upside of the underlying AAA increasing in value 50 percent as the bond value trades as if its distressed

Universities have now issued these things called century bonds ie bonds that will outlive you and me. They have longer duration than almost any instrument on the market. Due to interest rate drop, the principal of them fluctuates with long dated t bills but there is almost no credit risk

Preferred stock 30: We've reached the final day. I've got one boring one for you and two interesting ones. So the boring one is wfc prl. Its a 6 percent wells fargo preferred. The interesting one is a long term bet on interest plays. So the first thing to understand is these are illiquid.

Preferred stock 29: UAN and TFSL So today is a 2fer. UAN is an mlp that trades with fertilizer products. It may go up significantly in value with the tariff trade. Yields 9 percent Tfsl is a small bank. This is actually common stock but pays an 8.5 percent dividend due to its weird structure.

Preferred stock 28: SPMA This is a preferred of a clo. Its a new issuance with a yield of 8 percent. seekingalpha.com/article/4735...

Preferred stock 27: SPE This isn't a preferred but a CEF. It had a pretty strong run ( i bought it at the lows). Still yields 7.4 percent