HeyJaredTriple S Special Situations Investing
Special situations, distressed securities, bankruptcy, litigation, and other quirky investments
- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 31, 2026
Latest issues
3 Mergers and 1 Liquidation in the Danger Zone (opens the original)
Read excerpt
Yes, the title is a reference to Top Gun.No, I am not doing the volleyball scene.Which of these investments is a MiG-28*?You decide.Acknowledgements:Special Sits Digest (A11/OFX) and Special Situations Investments (IMXI) for helping me locate theseThanks for reading Triple S Special Situations Investing! Subscribe for free to rece
Vizsla Silver (VZLA) (opens the original)
Read excerpt
TLDR: I own Vizsla Silver and I’m short the Dec 2026 $4 calls at $0.50 and long the Dec 2027 $5/$7.50 call spread at $0.40, a 6.25x max payoff if Panuco actually gets built.On January 23, 2026, ten Vizsla Silver workers were kidnapped on the drive from their camp in Concordia, Sinaloa, to their future mine site.Nine have since been found in mass graves and one is still missing.The mine site has been closed ever since.I’ve mentioned this stock in passing a few times, but it’s probably time it get
NET Power (NPWR): (opens the original)
Read excerpt
TLDR:This week, I bought NET Power at $1.80 and sold the January $2 calls against it for 40 cents. I can earn a 33% return in 4 months or enter the stock at $1.40.Acknowledgements:This idea comes from Wyatt, at Sea Meadow, who immediately realized this degeneracy appealed to me.It is truly the holy trinity: DeSpac, Energy (with famous oil bros), and Shitco.Thanks for reading Triple S Special Situations Investing! Subscribe
Sangamo Bankruptcy (SGMOQ) (opens the original)
Read excerpt
TLDR: I estimate a likely recovery of 2.5X over the current stock price of Sangamo assuming milestone payments are successfulBefore we get started, a small request, since we just hit 4,000 subscribers. If you enjoyed any of my articles or made money on them this year, please post a link on X, Threads, Bluesky, Telegram, Discord, or whatever platform you prefer of your favorite one today. My growth has been slowing down quite a bit and I am happy to keep this Substack free as long as I am increas
Domo (Arigato), for this potential multi-bagger options trade (opens the original)
Read excerpt
TLDR:$4.84 in cash & $900 million of NOLs available in November. You can buy Jan 2028 $5 leaps for 22 cents.Thanks for reading Triple S Special Situations Investing! Subscribe for free to receive new posts and support my work.<
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.