Special Situations Digest Is Spinning Off
The Special Situations Digest is moving from Substack to its own website, specialsitsdigest.com, with the first issue launching Sunday. The format and research remain unchanged, but the new platform adds cleaner navigation, category filters, and color‑coded situation cards. Access to the full digest becomes a paid Pro subscription at $19 per month or $149 per year, while free subscribers receive limited coverage. Existing Substack paid subscribers receive a complimentary year of Pro access.
Special Situations Digest - #2
The second Special Situations Digest highlights a wave of activist campaigns spanning technology, biotech, consumer, and industrial firms, alongside numerous companies embarking on strategic reviews or restructuring. Activists such as YZi Labs, Engine Capital, and Elliott Management are pushing for...
