Topic

special situations

Everything our editor has picked under this tag, best first.

@LaughingH20Cap Jun 18

Laughing Water Capital on X

GSK faces a July 14 trial over Jemperli, with AnaptysBio claiming rights that could restrict PD-1 partnerships. The dispute could end in a settlement or acquisition.

@mavix_leon Apr 30

mavix on X

April 2026 portfolio update discloses position sizes, two new holdings, sales of FQT and ALLOG.PA, and earnings updates on BRM.V, FQT and EVO.

@LaughingH20Cap Apr 30

Laughing Water Capital on X

SpaceX, Amazon and mobile network operators may compete for $NN’s low-band spectrum, creating an extreme upside case if several parties need the asset.

@LaughingH20Cap Apr 22

Laughing Water Capital on X

@CalgaryLeveen @cfrischer1 @sScCrRaAbBLLeE 4/x) i'd bet RFID would drop their objections to $NN's plan in exchange for licensed status in 907-918 (or 908-917Mhz). Seems like a fair compromise to provide terrestrial backup to GPS in the U.S. for free.

@mavix_leon Apr 9

mavix on X

Evolution seeks to add Playtech to its US defamation lawsuit, alleging a campaign to suppress North American competition and accusing Playtech of trade libel, fraud and racketeering.

@LaughingH20Cap Mar 16

Laughing Water Capital on X

Lifecore Biomedical's Series A preferred can PIK rather than force an equity raise, preserving upside if its delayed operating inflection arrives.

@LaughingH20Cap Feb 10

Laughing Water Capital on X

@cfrischer1 validation of what $NN CFO Tim Gray said at Seaport a few weeks back: https://t.co/OT4MFWbPxQ

@LaughingH20Cap Jan 14

Laughing Water Capital on X

$NN https://t.co/WSPZtvXkj1

@LaughingH20Cap Dec 7

Laughing Water Capital on X

@UnHedgedChatter @InvestSpecial @Wexboy_Value $AS, owner of Arc'teryx & 9 other brands trades at more than 3x sales. $CLAR, which would fit perfectly into AS's portfolio trades at less than 0.5x sales and is exploring strategic alts. 🤷‍♂️

@LaughingH20Cap Nov 26

Laughing Water Capital on X

Verizon, T-Mobile and other carriers could move quickly for NextNav’s 900 MHz spectrum, following AT&T’s rapid purchase of 600 MHz licenses.

@RagingVentures Jul 30

Raging Capital Ventures on X

Archegos’ March 2021 collapse exposed enormous equity-swap exposures and alleged float cornering, raising questions about prime-broker limits, short squeezes and passive-index buying.

@RagingVentures Jul 27

Raging Capital Ventures on X

I pitched $ORCL at $285 as a short last October at my conference. Now at $120 think it is intriguing as a long… https://t.co/8QB7O3VSoH

@Seawolfcap Jun 30

Porter Collins on X

@MidwestHedgie @lurker8679 @PhilMickelson $PCT is certainly still a show me story. Both companies have certainly had terrible capital raises.

@RagingVentures Jun 29

Raging Capital Ventures on X

Bought a bunch of $CMCSA on this fade back to around $25. While it will take around a year to breakup the business (and they don’t plan to buyback stock during this time), separating media/theme parks from cable should be very accretive to the valuation.

@Seawolfcap Mar 17

Porter Collins on X

@CorneliaLake 100% probability Geck rules against $SOC. It's going to be funny to watch

@AltaFoxCapital Nov 6

Connor Haley on X

A recent spin's accounting change cut 2024 adjusted EBITDA by 1% without affecting free cash flow; ex-working-capital FCF per share is forecast to grow more than 30% next year.

@ChrisCamillo Aug 9

Chris Camillo on X

The full story of the hotly debated “irresponsible” $AMZN trade that made me $10M in a day. The research. The leverage. The near disaster. The comeback. Link in comments https://t.co/foSxtqY98m