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Russian Sanctions lifted this year? Special situation

Picks and shovels play on EVs, Robotics, Solar etc

Has volatility created a buying opportunity?

Cheap, big margins, niche, growth, industry leading, aligned management and clean B/Sheet: Manna from Heaven?

Quick Ideas 1: Post-bankruptcy play

90% of your initial cash back before Q2 and up to an 85% return!: A tasty acquisition deal

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...

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 under our target of $5.80 to $7.00 and has generated a c. 20% return over 2 months. Given the macro situation, detailed below, and the uncertainty on how the cash generated from the PLM sale will be used; we have now exited this position.

Nam Tai (NYSE: NTP) - Probability Analysis: Does IsZo actually only have a 1 in 4 chance of winning?

Atento ($ATTO) - Turnaround and Sale 100% + upside: Date of Publish: 20/12/2021

Aimia (TSE: AIM) (OTC: AIMFF) - Research Summary: Date of Publish: 03/12/2021

About us: Special Situations Global Equities, delivers equity research focused on Special Sits and Fundamental driven investing. Our style is inspired by Joel Greenblatt, Greenwald and Buffet/Munger. This is the work of two Actuarial consultants who are part time investors, managing their own capital as well as outside capital.