In January 2022, the public markets were in the midst of a major merger wave, experiencing a surge in investor activism, and digesting a glut of new offerings.

I was finding an abundance of event-driven investing ideas, scattered across disparate reaches of various SEC filings, parts of the investment community, and financial media. 

I standardized a process to log the news and ideas so that I could personally keep up with all of the happenings in the market, and started posting my weekly recap on Substack.

A few months in, my work has found an audience of hundreds of like-minded investors.

Here is some of the unsolicited feedback I have received:

I’m grateful that what started as a labor of love has found an audience. If I can help you find one investment idea, or germinate a profitable thesis, then my job is done.

Thanks for checking out my work. If you have questions, comments, or just want to chat, I’ve left my contact details below.



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Disclaimer & Disclosure

The Special Situation Report is not investment advice and should not be construed as such. The newsletter expresses the thoughts and opinions of its author, David Paolella. Investors should make their own decisions regarding the prospects of any company discussed herein and should not rely on the information and opinions contained in the newsletter.


David Paolella
Independent investment research. Twitter: @InvestedComms