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Dalius – Special Sits

Dalius – Special Sits

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Event-driven and merger-arbitrage commentary; posts deal spread tables and take analyses.

Recent Posts

SaaS Sell‑Off Explained: Avenir’s Outlook for Recovery
Social•Feb 20, 2026

SaaS Sell‑Off Explained: Avenir’s Outlook for Recovery

Avenir Management dropped a sharp slide deck on the state of SaaS. Great perspective on the current sell-off, and what the industry could look like going forward. Sharing a few of the most interesting slides below 👇 https://t.co/miawmwOz9C

By Dalius – Special Sits
Stillwell Pushes Buybacks, Director Nomination as LSBK Climbs
Social•Feb 19, 2026

Stillwell Pushes Buybacks, Director Nomination as LSBK Climbs

$LSBK has performed well over the 6 months since Stillwell filed a 13D (+22%) Stillwell (owns ~10%) is making his next move: nominating a director for the 2026 AGM and pushing for buybacks while the stock trades below TBV. He also warned...

By Dalius – Special Sits
Propane Industry Deep Dive Reveals Hidden Value
Social•Feb 19, 2026

Propane Industry Deep Dive Reveals Hidden Value

One of the best deep dives I’ve seen recently is on the “boring” propane industry, by Emeth Value Capital. Covers regulation, supply & demand, and detailed public company breakdowns. Also part of the $SPB.TO pitch. If you like learning new industries, this...

By Dalius – Special Sits