Long thread: Whom to follow on FinTwit for event-driven investing?
Sharing my list 👇 Feel free to add others.
15 names in total - sorted by the number of followers, so the yet-to-be-discovered gems are at the bottom of the list.
Obviously, following @investspecial is a must!
Sharing my list 👇 Feel free to add others.
15 names in total - sorted by the number of followers, so the yet-to-be-discovered gems are at the bottom of the list.
Obviously, following @investspecial is a must!
1/
@hkuppy - Kuppy focuses mostly on macro/special situation ideas with contrarian/inflection point twists. He publishes his musings on the entertaining Adventures in Capitalism. blog. A year ago he and the team also launched @kedm_com reports.
@hkuppy - Kuppy focuses mostly on macro/special situation ideas with contrarian/inflection point twists. He publishes his musings on the entertaining Adventures in Capitalism. blog. A year ago he and the team also launched @kedm_com reports.
2/
You might’ve heard about the uranium squeeze thesis $SRUUF $CCJ $UEC
You might’ve heard about the uranium squeeze thesis $SRUUF $CCJ $UEC
https://twitter.com/hkuppy/status/1456607262470987778
3/
@AndrewRangeley - Andrew is top-tier investment blogger and podcaster - all a part of YAVB empire. Most of the covered ideas either have an event-driven edge or are in media/cable/sports industries.
@AndrewRangeley - Andrew is top-tier investment blogger and podcaster - all a part of YAVB empire. Most of the covered ideas either have an event-driven edge or are in media/cable/sports industries.
4/
Here is one of the recent ones on $HMHC - an interesting setup with an expected higher bid.
Here is one of the recent ones on $HMHC - an interesting setup with an expected higher bid.
https://twitter.com/AndrewRangeley/status/1504453611077705734
5/
@puppyeh1 - Jeremy offers original and high-quality research on his blog. His Twitter feed is also full of insightful and funny snippets.
@puppyeh1 - Jeremy offers original and high-quality research on his blog. His Twitter feed is also full of insightful and funny snippets.
6/
Might wanna check out this recent idea dump posts - a nice hunting place.
Might wanna check out this recent idea dump posts - a nice hunting place.
https://twitter.com/puppyeh1/status/1504288620186054657
7/
@ArtkoCapital - US-based microcap/special situations fund. On this list mostly for their insightful quarterly newsletters that often cover the names I follow as well.
@ArtkoCapital - US-based microcap/special situations fund. On this list mostly for their insightful quarterly newsletters that often cover the names I follow as well.
8/
Recent partner letter included $CURN - their most bullish investment and also one of the cases published on SSI.
Recent partner letter included $CURN - their most bullish investment and also one of the cases published on SSI.
https://twitter.com/ArtkoCapital/status/1494348213775597570
9/
@alluvialcapital - Dave’s bread and butter is mostly nano-cap listings with limited reporting. He is really into the undiscovered ideas from the edges of the market. Both the blog and investor letters are top-notch.
@alluvialcapital - Dave’s bread and butter is mostly nano-cap listings with limited reporting. He is really into the undiscovered ideas from the edges of the market. Both the blog and investor letters are top-notch.
10/
Some of the stuff covered by Dave you just won’t be able to find anywhere else, e.g. this $WFC $WFCNP little preferreds case:
Some of the stuff covered by Dave you just won’t be able to find anywhere else, e.g. this $WFC $WFCNP little preferreds case:
https://twitter.com/alluvialcapital/status/1446178897322823685
11/
@AlphaVulture - Hielko runs one of the first blogs I started to follow. Focus is mostly on various special situation opportunities. Exceptional track record - 10 years compounding at 30%.
@AlphaVulture - Hielko runs one of the first blogs I started to follow. Focus is mostly on various special situation opportunities. Exceptional track record - 10 years compounding at 30%.
12/
One of the recent cases was privatization of $NFH.
One of the recent cases was privatization of $NFH.
https://twitter.com/AlphaVulture/status/1486635264747393029
13/
@Investmentideen - in his blog and Twitter Paul covers quirky and less-known investment cases in UK as well as US microcaps, usually with a special situations angle.
@Investmentideen - in his blog and Twitter Paul covers quirky and less-known investment cases in UK as well as US microcaps, usually with a special situations angle.
14/
An interesting re-rate thesis from Paul on $GEE (still actionable).
An interesting re-rate thesis from Paul on $GEE (still actionable).
https://twitter.com/Investmentideen/status/1494017065103073288
15/
@stockspinoffss - Rich runs a blog/newsletter with a focus on spin-off tracking and research. He also shares in depth reports on other event-driven opportunities.
@stockspinoffss - Rich runs a blog/newsletter with a focus on spin-off tracking and research. He also shares in depth reports on other event-driven opportunities.
16/
A nice recent win with $BBXIA - we also had the position, but exited way way too early.
A nice recent win with $BBXIA - we also had the position, but exited way way too early.
https://twitter.com/stockspinoffss/status/1473269596811628553
17/
@AsifSuria - Asif is the man behind Inside Arbitrage - a great service and tool to track US merger arbitrage and insider trading activities, along with insightful reports on specific cases.
@AsifSuria - Asif is the man behind Inside Arbitrage - a great service and tool to track US merger arbitrage and insider trading activities, along with insightful reports on specific cases.
18/
Interesting recent highlight on $IAA - insider Peter Kamin had a very well timed spree of sizable purchases right after the stock dropped 20%+ after Q4 results. The CEO started buying as well.
Interesting recent highlight on $IAA - insider Peter Kamin had a very well timed spree of sizable purchases right after the stock dropped 20%+ after Q4 results. The CEO started buying as well.
https://twitter.com/InsideArbitrage/status/1495600980758757377
19/
@ValueSituations - Conor has a top quality blog with weekly updates. The focus tends to be on, but is not exclusive to, UK and Irish names. Conor also shares his thoughts on multiple other subjects and macro-related themes.
@ValueSituations - Conor has a top quality blog with weekly updates. The focus tends to be on, but is not exclusive to, UK and Irish names. Conor also shares his thoughts on multiple other subjects and macro-related themes.
20/
Insightful investment case and updates on $HBRN.
Insightful investment case and updates on $HBRN.
https://twitter.com/ValueSituations/status/1505876187830272002
21/
@Valuedontlie lots of great content to scan though both on Twitter and on the blog. Ideas range from occasional special situation posts to a plethora of quick value ideas (those are free!). Cannot deny the educational “gains” here too.
@Valuedontlie lots of great content to scan though both on Twitter and on the blog. Ideas range from occasional special situation posts to a plethora of quick value ideas (those are free!). Cannot deny the educational “gains” here too.
22/
Loved this $ALJJ thesis (still actionable).
Loved this $ALJJ thesis (still actionable).
https://twitter.com/Valuedontlie/status/1505592337052884996
23/
@BuffaloBillCo - great investment insights with special situation angles. From time to time covers various broader/macro stats, which are useful as well.
@BuffaloBillCo - great investment insights with special situation angles. From time to time covers various broader/macro stats, which are useful as well.
24/
Really enjoyed his prolonged coverage and thoughts on $ASTL.
Really enjoyed his prolonged coverage and thoughts on $ASTL.
https://twitter.com/BuffaloBillCo/status/1502727540418351104
25/
@memyselfandi006 - one of the very first bloggers I started to follow ten years ago. Still captivating. Focuses on European names, themes and event-driven opportunities.
@memyselfandi006 - one of the very first bloggers I started to follow ten years ago. Still captivating. Focuses on European names, themes and event-driven opportunities.
26/
Love these “Some Links” posts - always a very good selection of articles worth reading.
Love these “Some Links” posts - always a very good selection of articles worth reading.
https://twitter.com/memyselfandi006/status/1505436588423139328
27/
@thewritser - Writser has a nose for lucrative special situations and his insights are always of top value. Occasionally shares quite undiscovered ideas.
@thewritser - Writser has a nose for lucrative special situations and his insights are always of top value. Occasionally shares quite undiscovered ideas.
28/
For example, $VEG takeover idea would’ve completely missed my radar otherwise.
For example, $VEG takeover idea would’ve completely missed my radar otherwise.
https://twitter.com/thewritser/status/1459242542868967432
29/
@uv_shares - Swen’s newsletter and in-depth reports are a great read. His blog just became much more active recently.
@uv_shares - Swen’s newsletter and in-depth reports are a great read. His blog just became much more active recently.
30/
Highlighting Swen’s recent win in $MNZS.
Highlighting Swen’s recent win in $MNZS.
https://twitter.com/uv_shares/status/1500799206746902535
31/
And the final one is of course @InvestSpecial - the least discovered source for event-driven investing.
Feel free to add others to this list!
And the final one is of course @InvestSpecial - the least discovered source for event-driven investing.
Feel free to add others to this list!
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