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The Special Situation Report

Asif

A weekly report on special situations in US public equities.

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Substack
PricingFreemiumPublishesDaily
Issues491Founded5 years agoLast Issue7 days ago
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Latest Issues

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Dream Finders Homes, Inc. (DFH) entered into a merger agreement on August 7, 2026, to acquire its peer, Beazer Homes, in a deal valued at $2.2 billion

Beazer Homes USA, Inc. (BZH): $33.18

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Polarizing Founder CEO Andy Florance Purchases Shares of CoStar

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CoStar Group, Inc. (CSGP): $30.24

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The Special Situation Report #226: August 9 Roundup

Aloha from the garden island of Hawaii! The post this week is a few hours late because I was on island time in beautiful Kauai and got a chance to publish it on Sunday morning instead of my usual Saturday night.

Table of Contents:...

8 days ago
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NYSE Parent ICE to Acquire MarketAxess – Merger Arbitrage Mondays

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Cluster Purchases by Insiders of new IPO Scribe Therapeutics

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Insider buying was once again muted last week due to earnings-related quiet period restrictions at most companies. The only reason aggregate insider buying spiked, was on account of $56.34 million worth of insider purchase...

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