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Special Situations 🌐 Research Newsletter (Jay)

@SpecialSitsNews · Not Financial Advice · joined 23 Mar 2020

Managed $2B+ at Goldman. Education/Ideas: M&A Arb, Value+Catalyst, Growth, CEFs, REITs, Prefs, SPACs, Bonds, BK/Distressed. Discord team: https://t.co/Ix6dovncRx

145 056Followers
1 440Following
97 759Posts total
508.8KViews on collected posts

Latest posts

Google $GOOG at GS TMT conference https://t.co/1fFNbCvqE5 5.5K views · 8 likes · 0 reposts · 4 replies Open on X →
Ramp is in early talks with investors for a new round of funding at a roughly $60 billion valuation, according to people familiar with the efforts, just three months after the financial technology startup was valued at $44 billion. The company is considering raising about $1 5.7K views · 10 likes · 0 reposts · 3 replies Open on X →
The Trump administration is seeking to rescind a rule that was put in place to stop private equity funds from bribing public officials, via Axios https://t.co/FFOrTlbVfn
5.6K views · 18 likes · 3 reposts · 4 replies Open on X →
@SpecialSitsNews I like SLG-I in the preferred income space. SLG is going to be fine as interest rates have a reversion to the mean and Class A is further bifurcated from B and C. 296 views · 5 likes · 0 reposts · 0 replies Open on X →
Technical / Quantitative areas where our team has found interesting ideas recently have been in: ⬩Index Inclusion, Rejection ⬩High Implied Volatility (Puts/Calls, Synthetic Dividends) ⬩Complex Option Arbitrage ⬩Dual Class Share Arbitrage (>1 Share Class, Voting Rights) 4.4K views · 9 likes · 2 reposts · 0 replies Open on X →
Related areas where we have been very successful in finding opportunities are: ⬩IPO & SPAC Unlocks, Frauds, BK ⬩Reorg Equity / Distressed Debt ⬩Activism ⬩Litigation-Driven Opportunities ⬩Tender Offers ⬩Capital Structure Arb ⬩Floating Rate Securities ⬩REITs ⬩Energy MLPs 6.3K views · 11 likes · 2 reposts · 2 replies Open on X →
In 2024, SSR is working for you to find ideas across: ⬩Event-Driven (M&A, Spins, Capital Return) ⬩Small-Cap Deep Value ⬩Themes (EM, GLP-1, AI) ⬩Commodities (Gold, Oil, Copper, Uranium) ⬩Closed-End Funds ⬩High Divvy Preferreds ⬩Asymmetric shorts https://t.co/wMlhXZUFtd 481K views · 213 likes · 32 reposts · 29 replies Open on X →

Against accounts of the same size

3 posts from the last 90 days, next to the 100K–1M follower range. shown widely, but few of those viewers react.

Median views5 644this account3 976median for 100K–1M
Reach, %3.89%this account1.54%median for 100K–1M
Engagement, %0.23%this account1.33%median for 100K–1M
MetricThis accountMedian for 100K–1MRatio
Median views per post5 6443 9761.42×
Reach (views ÷ followers)3.89%1.54%2.53×
Engagement rate0.23%1.33%0.17×

Others in this range →   Compare with another account →   How these benchmarks are built →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

481K6 Apr
6.3K
4.4K
29621 Jul
5.6K8 Sep
5.7K
5.5K

Last 7 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.06%6 Apr
0.24%
0.25%
1.69%21 Jul
0.46%8 Sep
0.23%
0.22%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 1.33%.

What the audience does

Likes54.6%274 in total
Reposts7.8%39 in total
Replies8.4%42 in total
Quotes0.8%4 in total
Bookmarks28.5%143 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

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