8 SPECIAL SITUATION Investing Strategies I Use to Pick High Return, Low Risk Stocks

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▹ Special Situations in Stocks and Bonds by Maurece Schiller (book link): https://amzn.to/4eFfNOB

The phrase "special situation" refers to a unique, often unusual event in a company's lifecycle that presents an opportunity for significant profits. These opportunities arise from financial transactions or corporate actions that create added value for shareholders, often independent of a company's regular operations like trading goods or services. In this video, I cover eight types of special situations, offering examples and insights into how these opportunities manifest and why they are attractive for investors.
1. Mergers & Acquisitions (examples of HDFC Bank- HDFC Limited merger and acquisition of theme parks by Imagicaaworld)
2. Spin-offs & Demergers (examples of Raymond Lifestyle Limited which was separated from Raymond Limited)
3. Asset Sales (example of Majesco Limited and Aster DM Healthcare)
4. Buybacks (example of TCS buyback program in 2023)
5. Rights Issues (example of Sandur Manganese and Reliance Industries Limited)
6. Corporate Restructuring (example of Usha Martin)
7. Relisting & Reorganization (example of Ruchi Soya Industries)
8. Management Change (example of Cupid Limited)

👉 Video Chapters:
00:00 What is Special Situations Investing?
02:28 1. Mergers & Acquisitions
03:46 2. Spin-offs & Demergers
06:53 3. Asset Sales & Special Dividends
08:46 4. Buybacks
09:53 5. Rights Issue
12:35 6. Corporate Restructuring
14:39 7. Relisting & Reorganization
16:50 8. Management Change

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Disclaimer: I am not a SEBI registered investment advisor or research analyst. I am not registered with PFRDA or IRDA either. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented. Some of the links I have posted in the video, the description, the comments and other related resources might be affiliate links