TripleS Special Situation Investing
@specialsitinvestor.bsky.social
Special situation, BK, and distressed investor
Regrowing my socials through substack 🌵
https://triplesinvesting.substack.com/
Got a special sit to discuss. Hit me up 🎯
#fintwit #finsky
Regrowing my socials through substack 🌵
https://triplesinvesting.substack.com/
Got a special sit to discuss. Hit me up 🎯
#fintwit #finsky
This one reminds me a lot of Emerita which was a 4x return so far from people who got in with me. I rarely own mining companies in size, but I really like this setup.
open.substack.com/pub/triplesi...
open.substack.com/pub/triplesi...
First Tin: Near Term Catalyst with a Ready Buyer for a multi-year, multi-bag
First new tin project in a stable regime in years is almost shovel ready
open.substack.com
December 1, 2025 at 1:35 PM
This one reminds me a lot of Emerita which was a 4x return so far from people who got in with me. I rarely own mining companies in size, but I really like this setup.
open.substack.com/pub/triplesi...
open.substack.com/pub/triplesi...
Writeup on imax china
open.substack.com/pub/triplesi...
open.substack.com/pub/triplesi...
October 27, 2025 at 12:04 PM
Writeup on imax china
open.substack.com/pub/triplesi...
open.substack.com/pub/triplesi...
Final article on Sable offshore
open.substack.com/pub/triplesi...
open.substack.com/pub/triplesi...
My final article on Sable
What the next two months or year holds in this security
open.substack.com
October 4, 2025 at 12:49 PM
Final article on Sable offshore
open.substack.com/pub/triplesi...
open.substack.com/pub/triplesi...
New article on my latest trades
triplesinvesting.substack.com/p/stock-trad...
triplesinvesting.substack.com/p/stock-trad...
September 18, 2025 at 12:31 PM
New article on my latest trades
triplesinvesting.substack.com/p/stock-trad...
triplesinvesting.substack.com/p/stock-trad...
New multi billion dollar litigation
triplesinvesting.substack.com/p/equatorial...
triplesinvesting.substack.com/p/equatorial...
Equatorial Resources (EQX:ASX): A Two Billion-Dollar Arbitration Play Trading at Lottery Ticket Prices
The award is coming
triplesinvesting.substack.com
September 10, 2025 at 2:48 AM
New multi billion dollar litigation
triplesinvesting.substack.com/p/equatorial...
triplesinvesting.substack.com/p/equatorial...
Article on permianville royalty trust out
triplesinvesting.substack.com/p/permianvil...
triplesinvesting.substack.com/p/permianvil...
Permianville Royalty Trust (PVL)
A very special episode of TripleS
triplesinvesting.substack.com
August 19, 2025 at 12:44 AM
Article on permianville royalty trust out
triplesinvesting.substack.com/p/permianvil...
triplesinvesting.substack.com/p/permianvil...
The Solana Treasury Play below MNAV
Yes, it is possible!
open.substack.com
August 7, 2025 at 10:52 AM
Spacs are back baby and 49 other ideas to sign up for
triplesinvesting.substack.com/p/spactacular
triplesinvesting.substack.com/p/spactacular
SPACTacular
My current favorite SPAC AACT (Kodiak Robotics) and a bunch of other great investments
triplesinvesting.substack.com
July 4, 2025 at 10:12 AM
Spacs are back baby and 49 other ideas to sign up for
triplesinvesting.substack.com/p/spactacular
triplesinvesting.substack.com/p/spactacular
Latest on cvn energy. Good time to get in.
open.substack.com/pub/triplesi...
open.substack.com/pub/triplesi...
June 17, 2025 at 12:40 AM
Latest on cvn energy. Good time to get in.
open.substack.com/pub/triplesi...
open.substack.com/pub/triplesi...
My latest writeup on the largest undeveloped copper play in the western hemisphere
triplesinvesting.substack.com/p/northern-d...
triplesinvesting.substack.com/p/northern-d...
Northern Dynasty Minerals:
A Trump-Era on America's Critical Mineral Independence
triplesinvesting.substack.com
June 4, 2025 at 9:27 PM
My latest writeup on the largest undeveloped copper play in the western hemisphere
triplesinvesting.substack.com/p/northern-d...
triplesinvesting.substack.com/p/northern-d...
Latest litigation investment writeup
triplesinvesting.substack.com/p/almaden
triplesinvesting.substack.com/p/almaden
May 2, 2025 at 11:23 AM
Latest litigation investment writeup
triplesinvesting.substack.com/p/almaden
triplesinvesting.substack.com/p/almaden
PS My next legal situation after PAT will be coming out in 2 or 3 weeks. PAT has gone up 100% since I wrote it up so if you haven’t subscribed, now would be a good time. It’s free :).
triplesinvesting.substack.com/about
triplesinvesting.substack.com/about
About - Triple S Special Situations Investing
Special situations, distressed securities, bankruptcy, litigation, and other quirky investments. Click to read Triple S Special Situations Investing, a Substack publication.
triplesinvesting.substack.com
April 22, 2025 at 10:25 PM
PS My next legal situation after PAT will be coming out in 2 or 3 weeks. PAT has gone up 100% since I wrote it up so if you haven’t subscribed, now would be a good time. It’s free :).
triplesinvesting.substack.com/about
triplesinvesting.substack.com/about
Final Emerita post. For those not invested in this thesis, there is nothing more substantive to look at than the case files.
1) Ruling 1: cdn-ceo-ca.s3.amazonaws.com/1k0fmiu-5-26...
2) Ruling 2: cdn-ceo-ca.s3.amazonaws.com/1k0fmj8-5-27...
3) Ruling 3: cdn-ceo-ca.s3.amazonaws.com/1k0fmjh-6-25...
1) Ruling 1: cdn-ceo-ca.s3.amazonaws.com/1k0fmiu-5-26...
2) Ruling 2: cdn-ceo-ca.s3.amazonaws.com/1k0fmj8-5-27...
3) Ruling 3: cdn-ceo-ca.s3.amazonaws.com/1k0fmjh-6-25...
cdn-ceo-ca.s3.amazonaws.com
April 22, 2025 at 10:23 PM
Final Emerita post. For those not invested in this thesis, there is nothing more substantive to look at than the case files.
1) Ruling 1: cdn-ceo-ca.s3.amazonaws.com/1k0fmiu-5-26...
2) Ruling 2: cdn-ceo-ca.s3.amazonaws.com/1k0fmj8-5-27...
3) Ruling 3: cdn-ceo-ca.s3.amazonaws.com/1k0fmjh-6-25...
1) Ruling 1: cdn-ceo-ca.s3.amazonaws.com/1k0fmiu-5-26...
2) Ruling 2: cdn-ceo-ca.s3.amazonaws.com/1k0fmj8-5-27...
3) Ruling 3: cdn-ceo-ca.s3.amazonaws.com/1k0fmjh-6-25...
Second Emerita employee confirms testimony of president. it’s clear that crimes were committed. Will the Spanish judiciary step up? We will know in the coming months.
www.notimerica.com/espana/notic...
www.notimerica.com/espana/notic...
Un responsable de Emerita ratifica que el presidente de Magtel dijo supuestamente tener "la llave" de la mina
La Sección Tercera de la Audiencia de Sevilla ha celebrado este martes una nueva sesión del juicio por...
www.notimerica.com
April 22, 2025 at 10:22 PM
Second Emerita employee confirms testimony of president. it’s clear that crimes were committed. Will the Spanish judiciary step up? We will know in the coming months.
www.notimerica.com/espana/notic...
www.notimerica.com/espana/notic...
Emerita updates
Some updates:
Emerita president says his company suffered from extortion. Given spain's strong defamation laws, he seems to have the receipts. There are 2.5 more months of testimony and trial left
www.elcorreoweb.es/sucesos/trib...
Some updates:
Emerita president says his company suffered from extortion. Given spain's strong defamation laws, he seems to have the receipts. There are 2.5 more months of testimony and trial left
www.elcorreoweb.es/sucesos/trib...
Joaquín Merino, presidente de Emerita, afirma que sufrió 'extorsión' en la licitación de la mina de Aznalcóllar
La declaración del presidente de la empresa denunciante se ha alargado durante más de ocho horas en la Audiencia Provincial de Sevilla
www.elcorreoweb.es
April 22, 2025 at 10:21 PM
Emerita updates
Some updates:
Emerita president says his company suffered from extortion. Given spain's strong defamation laws, he seems to have the receipts. There are 2.5 more months of testimony and trial left
www.elcorreoweb.es/sucesos/trib...
Some updates:
Emerita president says his company suffered from extortion. Given spain's strong defamation laws, he seems to have the receipts. There are 2.5 more months of testimony and trial left
www.elcorreoweb.es/sucesos/trib...
Update on the Emerita legal process in Spain. Evidence seems to be going the right way.
open.substack.com/pub/triplesi...
open.substack.com/pub/triplesi...
April 14, 2025 at 1:08 PM
Update on the Emerita legal process in Spain. Evidence seems to be going the right way.
open.substack.com/pub/triplesi...
open.substack.com/pub/triplesi...
Accurate
April 3, 2025 at 12:39 AM
Accurate
How these tariff rates got calculated.
April 2, 2025 at 10:41 PM
How these tariff rates got calculated.
We are tarriffing heard island. There are no people there. I wonder if the sea lions will have to send us fish?
April 2, 2025 at 10:38 PM
We are tarriffing heard island. There are no people there. I wonder if the sea lions will have to send us fish?
Allakos Inc. Enters into Agreement to Be Acquired by Concentra Biosciences, LLC for $0.33 in Cash per Share
Good outcome on this one. Not as great as i wanted though
Good outcome on this one. Not as great as i wanted though
April 2, 2025 at 12:26 PM
Allakos Inc. Enters into Agreement to Be Acquired by Concentra Biosciences, LLC for $0.33 in Cash per Share
Good outcome on this one. Not as great as i wanted though
Good outcome on this one. Not as great as i wanted though
Wrote a piece on frontera. SOTP unlock near.
triplesinvesting.substack.com/p/frontera-e...
triplesinvesting.substack.com/p/frontera-e...
Frontera Energy: High-Yield Value Play Despite South American Shenanigans
Is a pipeline sale about to happen?
triplesinvesting.substack.com
March 24, 2025 at 4:02 PM
Wrote a piece on frontera. SOTP unlock near.
triplesinvesting.substack.com/p/frontera-e...
triplesinvesting.substack.com/p/frontera-e...
Wrote about a buyout on swtx.
triplesinvesting.substack.com/p/springwork...
triplesinvesting.substack.com/p/springwork...
SpringWorks Therapeutics (SWTX): A Compelling Biotech Buyout Thesis with Limited Downside
Is a buyout now imminent?
triplesinvesting.substack.com
March 18, 2025 at 3:30 PM
Wrote about a buyout on swtx.
triplesinvesting.substack.com/p/springwork...
triplesinvesting.substack.com/p/springwork...
So who is in swtx? Debating writing an article
March 17, 2025 at 10:26 PM
So who is in swtx? Debating writing an article
New article. Cash shell to ride out the trump trade wars
triplesinvesting.substack.com/p/contextlog...
triplesinvesting.substack.com/p/contextlog...
ContextLogic (LOGC)
Selling at cash value, $2.7 billion of NOLS, Recent deal values company at $360 Million with a current market cap of $180 Million
triplesinvesting.substack.com
March 11, 2025 at 5:16 PM
New article. Cash shell to ride out the trump trade wars
triplesinvesting.substack.com/p/contextlog...
triplesinvesting.substack.com/p/contextlog...