About me
I manage my own capital full-time as a private investor and publish my research on SSI. I spent a few years in investment banking and strategy consulting in London and have multiple finance degrees under my belt.
I launched Special Situation Investments in 2014, and what was meant to be a personal blog has grown into a full-scale platform for discovering, discussing, and sharing event-driven investment opportunities and arbitrage trades.
Event-driven setups are my bread and butter. Every month I sift through hundreds of opportunities and pick out a few gems for deeper research. I am mainly looking for situations with a catalyst, where my research can give me an edge. More often than not, those turn up in less-followed small and microcap names.
I have lost count of how often people ask me how I find ideas. The short answer is that there is no shortcut. You track every relevant corporate event and, over time, build pattern recognition, decision-making skills, and, hopefully, gut feel.
SSI Trackers is the longer answer. It puts the situations I monitor into dedicated trackers, one for each type of special situation. Each tracker is updated daily, and a weekly report sums up what has changed. The gut feel still takes years to build, but the legwork is now done for you.
If you are interested in getting in touch, I am happy to connect on X or LinkedIn. Or just drop me a line at info@specialsituationinvestments.com.
Cheers,
Dalius
We track merger arbitrage, strategic reviews, spin-offs, activist campaigns and buybacks
Every actionable US case, with SSI’s research on each one.
Open the trackersSSI Trackers
How they work
One tracker for each type of special situation, covering every actionable US case with SSI’s research on top. Built to help you sift through the market fast and find the setups worth your time.
- 01
Pick a tracker
Merger arbitrage, strategic reviews, spin-offs, activism, or buybacks. Every live case sits in a single table, with the key numbers for that strategy.
- 02
Open a case
SSI’s case summary lays out the setup, the next catalyst, and the main risks. It gets you to the core of the situation quickly, so you can decide whether to dig deeper, keep it on your watchlist, or move on.
- 03
Check the updates
Prices and spreads refresh every trading day. News is logged on the case with a date, and a weekly report recaps what moved.
Questions
Good to know
Is SSI Trackers free?
Yes, SSI Trackers is free to use.
Which markets do the trackers cover?
Only the US for now, with other markets to be added in the future.
Are the cases hand-picked?
No. Each tracker lists every actionable case of its type, and SSI’s research summary helps you decide which ones deserve a closer look.
How often is the data updated?
Daily.
What is SSI, and how is it different from SSI Trackers?
Special Situation Investments is the platform I launched in 2014. It is built for deep research and high-conviction pitches, and it is where I share the ideas I put my own money into.
SSI Trackers is made for sourcing and tracking investment ideas, and it is what I use myself to sift through the market. It lists every actionable US case with a short summary, so you can quickly spot and follow the situations that interest you.
Which investment ideas are my current favorites?
They are on SSI, together with the best ideas from our experienced members. To get access, take a look at the membership options.
See SSI membership optionsHow can I leave feedback?
I am always open to suggestions, whether that is an improvement to an existing tracker, a new situation type or market to cover, or where to take SSI Trackers next. Email them to info@specialsituationinvestments.com.
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