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Cheap, big margins, niche, growth, industry leading, aligned management and clean B/Sheet
Manna from Heaven?
Mar 21
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Special Situations
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Cheap, big margins, niche, growth, industry leading, aligned management and clean B/Sheet
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July 2023
Quick Ideas 1
Post-bankruptcy play
Jul 11, 2023
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Special Situations
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Quick Ideas 1
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March 2023
90% of your initial cash back before Q2 and up to an 85% return!
A tasty acquisition deal
Mar 24, 2023
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Special Situations
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90% of your initial cash back before Q2 and up to an 85% return!
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November 2022
Why I've doubled down to create my largest position. I believe it's a 300%+ from current levels
I'm still buying so not broadcasting on twitter...
Nov 30, 2022
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Special Situations
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Why I've doubled down to create my largest position. I believe it's a 300%+ from current levels
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February 2022
Quick Aimia Thesis Update + Macro View
After posting our Aimia ($AIM.TO) thesis in December 2021, we wanted to keep readers up-to-date. Aimia Thesis Update $AIM.TO has appreciated to just…
Feb 7, 2022
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Special Situations
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Quick Aimia Thesis Update + Macro View
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January 2022
Nam Tai (NYSE: NTP) - Probability Analysis
Does IsZo actually only have a 1 in 4 chance of winning?
Jan 19, 2022
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Special Situations
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Nam Tai (NYSE: NTP) - Probability Analysis
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December 2021
Atento ($ATTO) - Turnaround and Sale 100% + upside
Date of Publish: 20/12/2021
Dec 30, 2021
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Special Situations
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Atento ($ATTO) - Turnaround and Sale 100% + upside
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Aimia (TSE: AIM) (OTC: AIMFF) - Research Summary
Date of Publish: 03/12/2021
Dec 23, 2021
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Special Situations
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Aimia (TSE: AIM) (OTC: AIMFF) - Research Summary
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About us
Special Situations Global Equities, delivers equity research focused on Special Sits and Fundamental driven investing. Our style is inspired by Joel…
Dec 23, 2021
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Special Situations
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