Giorgi @valueplusSSI

Non-stop retweets plus occasional event driven and deep value tips. Joined September 2018

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82
Following

213
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1K

Dalius - Special Sits @InvestSpecial

8 hours ago

$BNXA.V merger looks interesting. All-cash buyout at C$1.55/shr with the spread at 27%. Shareholder approval has already been granted. Key hurdle: obtaining multiple licensing and regulatory approvals. Keep in mind: messy backstory + governance baggage explain the discount.👇

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Dalius - Special Sits @InvestSpecial

2 weeks ago

10 best ideas from Q2'2025 investor letters. Quite a few interesting picks with multibagger potential this quarter. Let’s dive in👇

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Dalius - Special Sits @InvestSpecial

2 weeks ago

Interesting pitch on $FILA.MI by @HalvioCapital Global stationery leader with historic brands + 26% stake in India’s fast-growing DOMS. Core trades at ~3–5x EV/EBITDA vs peers ~10x. Strong downside protection at current prices. Full letter below.

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Dalius - Special Sits @InvestSpecial

3 weeks ago

Potential sale of $NATH looks like an interesting asymmetric bet with limited downside and 30–50% upside. Back in February, the Financial Times reported that the hot dog brand owner was in talks regarding a possible sale. Details were limited, but it was noted that “major food…

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Dalius - Special Sits @InvestSpecial

3 weeks ago

Interesting setup at recently converted mutual bank $LSBK. This special situation is still in the early stages, as the bank only just completed its second-step conversion. Shortly after, prominent banking activist Stillwell established a 10% stake and filed a 13D. His exact…

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Dalius - Special Sits @InvestSpecial

a month ago

Activist involvement over at $NZM.AX looks intriguing, with potential upside of around 50%+ NZM is a major force in New Zealand’s media landscape. The company owns about 50% of the newspaper market (anchored by The New Zealand Herald), holds 40% share in the radio market, and…

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Dalius - Special Sits @InvestSpecial

a month ago

Interesting Early Merger Arb Setup Developing at $CVGW — 20%+ Upside Potential CVGW is one of the largest distributors of avocados in the U.S. The company has faced multiple challenges in recent years, particularly after its founder and long-time CEO retired in 2019. The new…

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Idea Hive @ideahive

a month ago

Dropping a list of the top 50 blogs to follow for idea generation. If I missed any of your favorites, feel free to drop them in the comments! 1) @pernasresearch 2) @InvestSpecial 3) @puppyeh1 4) @BuffaloBillCo 5) @AndrewRangeley 6) @IggyOnInvesting 7) @augustusville 8)…

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Dalius - Special Sits @InvestSpecial

a month ago

$STHO liquidation looks interesting. Potential upside in a 3-year liquidation scenario with an estimated value of $15.10/share vs the stock at $7.75/shr today. In a pronlonged liq scenario (5years), liquidation value comes around $9.6/shr provding decent downside protection 👇

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Giorgi @valueplusSSI

a month ago

$DALN worth a punt here. Nice risk/reward wouldn't expect this to last long.

Dalius - Special Sits @InvestSpecial

a month ago

$DALN worth a punt here. Nice risk/reward wouldn't expect this to last long.

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Idea Hive @ideahive

2 months ago

interesting setup 👇

Alexander Eliasson @alexeliasson

2 months ago

interesting setup 👇

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Dalius - Special Sits @InvestSpecial

2 months ago

Interesting potential takeover setup over at $JMS.AX Mining companies are notoriously difficult to value. Even with insider insight, it’s hard to know what’s really in the ground, how much it will cost to extract, or where commodity prices are headed. But at the end of the day,…

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Dalius - Special Sits @InvestSpecial

2 months ago

After sharing ideas from fund letters over the past 3 years, it’s time to take a look at 10 multibaggers from those lists. Some of them may still have juice left in them. Of course, the next part of the series will focus on the fallen angels — the 10 worst performers. 👇

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Daractenus @Daractenus

6 months ago

Seeing how the USA now hellbent on emulating their newfound ally of Russia, both at home and abroad, I find myself obliged to repost my dive into Russia's posh cities, just to give your average MAGA a glimpse into the greatness Trump is sure to bring about! Do enjoy!🧵

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Pernas Research @pernasresearch

7 months ago

Poker & Investing Having spent an inordinate amount of time in both realms, I feel qualified to comment on the lessons I’ve learned in poker that are massively helpful in investing. Would really appreciate a retweet, especially if you have poker players following you. Huge…

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David Orr @orrdavid

7 months ago

John Bogle was a genius. His simple idea was that if you passively owned most stocks in the lowest fee way possible, and just stayed long blindly, you would perform better than almost anyone. This worked because you avoided transaction costs, which used to be very expensive.…

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Andy @evfcfaddict

7 months ago

The opportunity set in Europe micro, small and even midcaps is upon the best since early 2009. You can get it all: - well managed - shareholder value focused - worldwide revenues - decades of profitability - clean balance sheet and because nearly no one fishes: - dirt cheap

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Idea Hive @ideahive

8 months ago

2011 VIC pitch on $AMZN is one of the best educational case studies on investing in multibaggers. In 2011, this was a huge $85bn Mcap company at 100x PE with major banks calling it overvalued. How do you push past all that as a die-hard value investor? Let’s dive in 👇

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Giorgi @valueplusSSI

8 months ago

👇

Idea Hive @ideahive

8 months ago

👇

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Dalius - Special Sits @InvestSpecial

8 months ago

Here’s a list of the top 15 funds with impeccable investor letters for idea generation and a track record of at least 12% annual performance since inception, net of fees. 1) Greenlight Capital 2) Cedar Creek Partners - @eriksen_tim 3) Gator Capital - @gatorcapital 4) VOSS…