Top Event-Driven Ideas
My 4 favorite special situations as of May 2026
I mostly cover deep value + special situations in this blog, and these 4 are the ones I’m adding to recently.
Each has a defined catalyst, sizable valuation gap, and a reasonable path to 40%+ upside over the next 6–24 months. Some may be sold after the catalyst, while others could become longer-term compounders. But as of today, these are my highest-conviction event-driven ideas.
Enjoy!
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Top picks among special situations
In no particular order, here they are:
