VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
Special Situations Digest Review, Pricing, and Features
Special Situations Digest
Special Situations Digest follows activist campaigns, strategic reviews, spin-offs, takeovers, divestitures, tender offers, restructurings, and M&A across more than 25 markets. It has situation cards, search, exports, Copy-for-LLM, and a live EDGAR and OTC Markets feed. Use it for triage, not full diligence or advice.
Best for
- Portfolio managers, analysts, family offices, and independent investors seeking special situations across more than 25 markets.
- People who want weekly lists they can sort, filter, export, and paste into ChatGPT or Claude before selecting cases for deeper diligence.
- Investors who value broad country coverage, exports, a searchable database, and a filing feed more than detailed writeups of a few ideas.
Watch out
- The product is for idea generation and triage. Users still need to verify filings, valuation, legal terms, liquidity, timing, and downside risk.
- Free access covers the first 10 situations in each issue and the free archive. Full issues, exports, the database, and full archive require Pro; the live feed is public.
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Pricing
Free • From $300/yr · 14-day trial · Enterprise · 3 plans
Free
The first 10 situations in each issue and the free archive.
Pro
Full weekly access billed monthly.
Team
Shared access for funds and research teams.
Key features
- Review weekly special-situation digests organized by catalyst type, company, ticker, country, market cap, valuation fields, and event context.
- Search published situations by company, ticker, category, country, market cap, enterprise value, or words in the analysis.
- Track activist campaigns, strategic reviews, acquisitions, divestitures, going-private deals, tender offers, spin-offs, rights offerings, buybacks, special dividends, restructurings, bankruptcy exits, SPACs, and terminated deals.
- Export Pro issues to Excel, PDF, or JSON, or copy them for use with an LLM before reviewing the source filings.
- Monitor the Live Feed for high-signal EDGAR and OTC Markets filings, with filters for catalyst type, sector, and market-cap band.
- Read the first 10 situations in each issue for free before paying for the full workflow.
- Subscribe to Pro for full issues, exports, the archive, and database.
- Treat the product as a sourcing and triage tool, not legal review, deal underwriting, portfolio construction, brokerage execution, or personalized advice.
- Verify each event against the source filing, company disclosure, takeover notice, activist letter, or market announcement.
- Use the custom Team plan for multiple seats, centralized billing, or custom setup.
FAQ
Is Special Situations Digest free?
Not entirely. Special Situations Digest includes a free tier, but its paid subscription and other options unlock more capacity. Visit the vendor site for current limits and pricing. A 14-day free trial is available on select plans. Enterprise quotes are handled directly with the vendor.
Who is Special Situations Digest best for?
Special Situations Digest is built for Pro Retail, Institutional Investors, Analysts, Family Offices, Asset Managers, and Hedge Funds. It suits intermediate and advanced users.
What platforms and connections does Special Situations Digest support?
You can use Special Situations Digest on Web. Integrations include ChatGPT and Claude.
Which markets does Special Situations Digest cover?
Special Situations Digest covers North America, Europe, APAC, and LatAm. It tracks Stocks, Closed-End Funds, and Other. Identifiers include Ticker and CIK.
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I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
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Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.