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Best Special Situations Investing Newsletters in 2026

NewsletterFIT tracks 8 newsletters that cover Special situations investing as a primary topic, 5 of them with posts in the last 90 days. By publicly shown subscriber count, the largest are The Special Situation Report (4K), generalsandworkouts (2K) and ACAP Research (200).

Updated Nov 14, 2026 · sorted by publicly shown subscribers · methodology

  1. 1
    The Special Situation Report4K subscribers

    SubstackSeveral times a week · last post 11 days ago

    From recent posts: The Special Situation Report publishes a roundup-style newsletter covering M&A updates, shareholder activism, and corporate restructuring across public companies. Recent issues document the conversion to a paid…

    Likely audience: Investors

  2. 2
    generalsandworkouts2K subscribers

    SubstackMonthly or less · last post Sep 14, 2026

    Deep dives on net-nets, special situations and other mispriced opportunities in the stock market.

    Likely audience: value investors

  3. 3
    ACAP Research200 subscribers

    Substacklast post May 31, 2026

    Commentary on catalyst-driven investing and special situations.

    Likely audience: investors

  4. 4
    Watchlist Investing—

    SubstackSeveral times a week · last post 7 days ago

    Analyzing great businesses and exploring timeless investing concepts.

    Likely audience: Berkshire Hathaway followers

  5. 5
    Guru Gems—

    SubstackWeekly · last post 5 days ago

    I study the world’s best investors and manage two real-money portfolios based on their strategies. Join the search for high-quality 'Gems' hidden in their portfolios.

    Likely audience: value investors

  6. 6
    Something's Off—

    SubstackMonthly or less · last post 54 days ago

    Something's always off. A security trading at the wrong price, a catalyst the market hasn't priced, a narrative that doesn't hold up to scrutiny. I write about finding it.

    Likely audience: value investors

  7. 7
    Raging Bull Investments —

    Substacklast post Dec 17, 2025

    Mostly value with a catalyst. Caveat Emptor.

    Likely audience: investors

  8. 8
    Beating the Odds —

    Substacklast post Jun 29, 2025

    From recent posts: A trader recounts missing a rally in HBLPOWER/HBLENGINE after a train accident triggered the Kavach railway safety scheme, then applies that lesson to buy HINDZINC in April 2024 and sell around ₹700 in May. The piece re…

    Likely audience: retail traders

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