Message Font: Serif | Sans-Serif
UnThreaded | Threaded | Whole Thread (4) | Ignore Thread Prev | Next
Author: TMFRoyal Big red star, 1000 posts Old School Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 2148  
Subject: Re: I Love Special Situations, Any Advice? Date: 9/24/2012 4:23 PM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 0
Hi, Nikhil,

Advice #1. I re-read You Can Be a Stock Market Genius every once in a while. It's so well written, insightful, and funny. You'll always get new things out of it. Make Greenblatt your guru. ;-)

Advice #2. If you want to find special situations, I've found it very useful to have a Google Alerts search return the results for a variety of terms, "spinoff" being one of them. That'll keep you well-apprised of upcoming deals and provide you some "free" internet analysis of many of the deals. I keep a spreadsheet of all the special situations I've found, with web links and timing, for easy reference.

Advice #3. Find a copy of Seth Klarman's Margin of Safety (many PDF copies are available). It has a good section on demutualizations, as does one of the Peter Lynch books (tho I haven't read him).

What special situations do you find interesting now?

Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (4) | Ignore Thread Prev | Next


Kiddie Card Board
Should kids have their own credit card?
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Post of the Day:
Macro Economics

The Wealth of Power
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.