Special Situations: An Expert "Take" on Embattled Southwest Airlines

Here at Stock Picker’s Corner (SPC), we’re Wealth Builders — which means we play the long game.

Three years, five years, seven years, and even 10 years … or longer.

But we also like Special-Situation Investing. We’re not “trading,” per se. We refuse to use options. But we do like to find unique opportunities that are a bit shorter term than our traditional Wealth Builders, but that offer much higher probabilities of success than “trades,” or super-low-probability options speculations.

One of the differences between “trades” and “special situations” is that the latter are more recognizable and can be more easily categorized or grouped.

Here are some examples …

Corporate breakups (spinoffs), mergers and acquisitions (M&A), so-called “financial engineering” (buybacks and consistent dividend increases), insider buying, follow-the-billionaires (like Warren Buffett) and even following activist investors.

I’ve had success with many of these personally and professionally.

And along with the true Wealth Builder plays in our paid-service SPC Premium, we’ve included some best-of-the-best “special situation” picks of our own.

Some — like silver, and silver stocks — achieved that “special” status because of general future financial murkiness … AND seismic supply/demand changes ignited by the AI Era.

Others are even more intriguing … for instance, one innately great “Micro Sector” company that boasts that “follow-the-billionaires” kicker — and that also dangles buyout potential.

But with Special Situations, like standard Wealth Builders, we’re always hunting for others to consider. And we’re “lifetime learners,” too.

So when our good friend Danny Brody, a successful VC who’s CEO of ORO Capital and publisher of The Net Worth Club here on Substack told us about a special-situation investment involving activists, I’ve invited him back here to SPC to give us his special “take.”

Danny’s a fun interview — and I say that as a guy who, during my 22-year-reporting career, interviewed hundreds of executives as part of my job. With a track record for finding the best opportunities (Danny and his team have successfully raised over $750 million for numerous early-stage ventures), he speaks with the perspective of a “player” and not an observer.

This particular story involves Elliott Investment Management and embattled Southwest Airlines Co. LUV 0.00%↑. It’s a great case study for this type of special situation. And it could serve as a starting point for additional research for you.

After watching the interview, you can also check out Danny’s free report on Elliott Management and Southwest here.

---

Disclaimer: The information published in Stock Picker’s Corner, also abbreviated at times as “SPC,” isn’t personalized financial advice or a specific investment recommendation and should not be interpreted as such. The content produced is intended for informational purposes only. The writers and team members of Stock Picker’s Corner are not investment advisors or financial planners, and you should consult your own professional before making any investment decisions. There is inherent risk involved with investing and financial decisions, and any investment decisions you make are solely your own decisions. Market outlooks, estimates, or projections should not be construed as actual events that may occur. While stats and figures are believed to be as accurate as possible from public information available at the time of publishing, the writers and team members of this publication do not make any warranties regarding the information’s accuracy. Neither the writers, team members, or affiliates accept any liability for any direct or indirect losses from the information contained herein. Team members, contractors, and guest contributors may own assets and stocks mentioned in Stock Picker’s Corner. By using this site or associated social media accounts, you are indicating your consent to our terms of use, and this disclaimer. All content published by Stock Picker’s Corner is copyrighted. Any unauthorized reproduction of any content published from Stock Picker’s Corner is strictly prohibited.