Global event-driven research  ·  Weekly

Global special situations research, screened weekly.

A structured weekly digest of activist campaigns, strategic reviews, spin-offs, restructurings, divestitures, and M&A across 20+ markets. Delivered to your inbox every Sunday.

100+
Situations per issue
20+
Markets screened
15+
Situation types

Every situation, structured as a card.

Each entry includes the company, key metrics, and context — designed for fast scanning and triage.

TripAdvisor Inc.
🇺🇸
TRIP · NASDAQ · Travel & Leisure
Activist Campaign
Mkt Cap$3.2B
Fwd P/E22.4x
EV/EBITDA14.1x
EV/Sales1.8x
Starboard Value disclosed a cooperation agreement, securing four board appointments. Pushing for full strategic review including separation of Viator and TheFork.
Kao Corporation
🇯🇵
4452 · TSE · Consumer Goods
Strategic Review
Mkt Cap¥2.6T
Fwd P/E26.8x
EV/EBITDA13.5x
ValueAct Capital engaging management on portfolio simplification. Pushing to divest chemicals segment and refocus on higher-margin cosmetics and skin care brands.
Santos Limited
🇦🇺
STO · ASX · Energy
Tender Offer
Mkt CapA$18.2B
Fwd P/E9.1x
EV/EBITDA4.3x
Premium+28%
Woodside Energy launched a $14.8B cash-and-stock tender offer at A$8.90/share. Would create the Southern Hemisphere’s largest LNG producer.

Sort, filter, and triage the full list.

Every issue includes a downloadable Excel file. Filter by geography, catalyst type, market cap — whatever your process needs. Included with Pro.

Weekly Digest · Excel Export
Company Ticker Market Type Mkt Cap Fwd P/E EV/EBITDA Premium Catalyst
TripAdvisor Inc. TRIP 🇺🇸 US Activist $3.2B22.4x14.1x Starboard cooperation agreement
Kao Corporation 4452 🇯🇵 JP Strategic ¥2.6T26.8x13.5x ValueAct portfolio simplification
Synopsys Inc. SNPS 🇺🇸 US Acquisition $78.4B34.2x28.1x+21% $35B Ansys acquisition
Bayer AG BAYN 🇩🇪 DE Divestiture €28.6B7.4x6.9x Consumer Health separation
Santos Limited STO 🇦🇺 AU Tender A$18.2B9.1x4.3x+28% Woodside $14.8B bid
Kforce Inc. KFRC 🇺🇸 US Activist $1.1B18.2x10.4x Engine Capital board push

A faster way to widen your sourcing funnel.

Go beyond the US.

Most event-driven coverage is still domestic. The digest is built to surface catalysts across Europe, Japan, Korea, and other markets in one place.

Reduce screening time.

Instead of checking filings, takeover notices, and local market sources one by one, start with a structured weekly list.

Focus on what matters.

Each item is framed around the catalyst, context, and what to watch next so deeper work can start faster.

Built to help investors find the right names faster.

We monitor public filings, company disclosures, takeover notices, activist communications, and other market sources across the regions we cover. The result is a weekly digest designed for idea generation and triage, not as a substitute for full diligence.

Sources Filings, disclosures, press releases, investor letters
Output Structured browser digest plus sortable spreadsheet
Audience PMs, analysts, family offices, independent investors

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