Strategic Alpha - a Special Situations Gazette

Strategic Alpha - a Special Situations Gazette

Home
Special Situations ⚖️
Equity Research 📊
Industry Primers 🔎
Portfolio Update 📈
Notes 📌
Archive 📂
About

Special Situations

Topgolf Callaway Brands Corp. ($MODG)
Exploring the Growth Potential and Spin-Off Opportunity That Could Unlock MODG’s True Value
Sep 13, 2024
10
Crest Nicholson Holdings (CRST.L)
Bellway's (BWY.L) Acquisition of Crest Nicholson (CRST.L): A Game-Changer or Just Another Bid?
Jul 11, 2024
3
Matterport ($MTTR)
A Strategic Acquisition: CoStar's Bold Move for Matterport
Jul 8, 2024
3
Carnarvon Energy (CVN.AX)
Seeking Buyout for Company or Assets - The Most Undervalued Oil Play in Australia?
Jul 5, 2024
3
Capri Holdings ($CPRI)
Tapestry's ($TPR) acquisition of Capri Holdings - a regulatory maze
Jul 4, 2024
4
© 2025 Substack Inc
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture