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 081Followers

1 441Following

97 927Posts total

694.5KViews on collected posts

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Special Situations 🌐 Research Newsletter (Jay) ✓@SpecialSitsNews8 Sep

Google $GOOG at GS TMT conference https://t.co/1fFNbCvqE5 5.5K views · 8 likes · 0 reposts · 4 replies Open on X →

Special Situations 🌐 Research Newsletter (Jay) ✓@SpecialSitsNews8 Sep

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 →

Special Situations 🌐 Research Newsletter (Jay) ✓@SpecialSitsNews8 Sep

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 →

Special Situations 🌐 Research Newsletter (Jay) ✓@SpecialSitsNews15 Sep 2024

@SpecialSitsNews Lynch emphasizes the importance of earnings growth for stock valuation. Solid fundamentals matter! 📈💼 90 views · 2 likes · 0 reposts · 0 replies Open on X →

Special Situations 🌐 Research Newsletter (Jay) ✓@SpecialSitsNews14 Sep 2024

@SpecialSitsNews Things that matter in a world with single digit CAPE ratio and sub 1 price/sales ratio are not the same things that matter in a world with a CAPE ratio in the 30s and a price/sales ratio pushing 3. We live in a much different world than the one that made Peter L 911 views · 5 likes · 0 reposts · 2 replies Open on X →

Special Situations 🌐 Research Newsletter (Jay) ✓@SpecialSitsNews14 Sep 2024

@SpecialSitsNews He’s an obviously a genius and knows way more than me. !but sofi stock has great earnings, but hasn’t gone up in 2-3 years. But it will once interest rates drop…. 806 views · 3 likes · 0 reposts · 1 replies Open on X →

Special Situations 🌐 Research Newsletter (Jay) ✓@SpecialSitsNews14 Sep 2024

Peter Lynch on earnings… https://t.co/TOh3hy9GPv

1:18

183.9K views · 1.4K likes · 210 reposts · 21 replies Open on X →

Special Situations 🌐 Research Newsletter (Jay) ✓@SpecialSitsNews21 Jul 2024

@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 →

Special Situations 🌐 Research Newsletter (Jay) ✓@SpecialSitsNews6 Apr 2024

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 →

Special Situations 🌐 Research Newsletter (Jay) ✓@SpecialSitsNews6 Apr 2024

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 →

Special Situations 🌐 Research Newsletter (Jay) ✓@SpecialSitsNews6 Apr 2024

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 →

เทียบกับบัญชีขนาดเดียวกัน

3 โพสต์จาก 90 วันที่ผ่านมา เทียบกับช่วง 100K–1M ผู้ติดตาม แสดงในวงกว้าง แต่มีผู้ชมตอบสนองน้อย.

ยอดดูมัธยฐาน5 644บัญชีนี้5 983ค่ามัธยฐานของ 100K–1M

การเข้าถึง, %3.89%บัญชีนี้1.49%ค่ามัธยฐานของ 100K–1M

การมีส่วนร่วม, %0.23%บัญชีนี้0.93%ค่ามัธยฐานของ 100K–1M

ตัวชี้วัด	บัญชีนี้	ค่ามัธยฐานของ 100K–1M	อัตราส่วน
ยอดดูมัธยฐานต่อโพสต์	5 644	5 983	0.94×
การเข้าถึง (ยอดดู ÷ ผู้ติดตาม)	3.89%	1.49%	2.61×
อัตราการมีส่วนร่วม	0.23%	0.93%	0.25×

บัญชีอื่นในช่วงนี้ → เปรียบเทียบกับบัญชีอื่น → ค่าอ้างอิงเหล่านี้คำนวณอย่างไร →

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

183.9K14 Sep

806

911

9015 Sep

5.6K8 Sep

5.7K

5.5K

Last 11 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

0.86%14 Sep

0.50%

0.77%

2.22%15 Sep

0.46%8 Sep

0.23%

0.22%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 0.93%.

What the audience does

Likes53.6%1 636 in total

Reposts8.2%249 in total

Replies2.2%66 in total

Quotes0.1%4 in total

Bookmarks35.9%1 097 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.

โพสต์ล่าสุด

เทียบกับบัญชีขนาดเดียวกัน

Growth & engagement

Views per post

Engagement rate per post

What the audience does

บัญชีที่คล้ายกัน