For the Enterprising Investor
Wall Street Research,
Without the Price Tag
Institutional-quality analysis on tender offers, 13F filings, spinoffs, and special situations — built for individual investors looking for outsized returns with low risk.
What We Research
Deep Analysis on Overlooked Opportunities
We focus on the corners of the market that most investors never see — where small investors can find real edges without taking on outsized risk.
Tender Offer Analysis
Every SEC tender offer filing, broken down in plain English. We analyze pricing, spreads, conditions, and timelines so you can evaluate risk and reward — no finance degree required.
13F Deep Dives
See what Buffett, Klarman, and Einhorn are buying before it makes the news. We analyze quarterly 13F filings to surface meaningful position changes and new ideas.
Spinoff Research
Corporate spinoffs create some of the market's best low-risk opportunities. We identify forced selling, valuation disconnects, and setups that favor patient investors.
Bankruptcy & Distressed
Bankruptcy filings, DIP financing, reorganization plans. Complex situations made accessible — follow the filings, follow the value.
Special Situations Intel
Rights offerings, odd-lot tenders, Dutch auctions, going-private deals. The overlooked corners of the market where small investors can find an edge.
Latest Research
Recent Analysis
Our latest deep dives and market analysis, published as events unfold.
Expensify (EXFY) Launches $25M Dutch Auction Tender Offer at $0.98–$1.20 Per Share
Expensify (EXFY) is buying back up to $25M of Class A stock through a modified Dutch auction at $0.98–$1.20 per share. The offer expires June 10, 2026, includes an odd-lot priority for holders of fewer than 100 shares, and is fully funded from cash on hand.
Zydus Lifesciences Acquires Assertio (ASRT) for $23.50/Share Cash After Topping Garda Deal
Zydus Worldwide DMCC, a UAE subsidiary of India's Zydus Lifesciences, will acquire Assertio Holdings (ASRT) for $23.50/share cash after topping Garda's deal. ASRT trades at $23.32, an 0.8% gross spread to close.
Diana Shipping Launches $23.50/Share Hostile Tender Offer for Genco Shipping & Trading (GNK)
Diana Shipping (DSX) has launched a $23.50/share hostile tender offer for Genco Shipping & Trading (GNK), expiring June 2, 2026. GNK trades at $26.36 — the negative spread says the market expects a higher bid or a failed deal.
Why Small St Value
Built for the Individual Investor
Wall Street has armies of analysts. You have us. Same quality research, no six-figure subscription required.
No Noise
No hot takes, no clickbait, no daily market recaps. We publish when there's something worth saying, not to fill an editorial calendar.
Filing-First Research
Every analysis starts with primary sources — SEC filings, court documents, corporate disclosures. We read the footnotes so you don't have to.
Independent & Unbiased
No affiliate deals, no sponsored tickers, no conflicts. Our only incentive is producing research that helps individual investors make better decisions.
About
The Story Behind Small St Value
"I built Small St Value because I believe individual investors deserve the same quality research that hedge funds charge millions for. The playing field doesn't have to be tilted."
I've spent years following value investors like Buffett, Klarman, and Greenblatt — studying their filings, reading their letters, and learning how they find opportunity where others see nothing. The most interesting setups aren't in the headlines. They're buried in EDGAR filings, bankruptcy dockets, and corporate action notices that most people never read.
Small St Value is my way of opening up that research to everyone. Every analysis goes deep into the primary sources — the actual filings, the real numbers, the historical context. Whether you're managing a small portfolio or just getting started, you deserve research that respects your intelligence and your capital.
Roadmap
What's Coming
Small St Value is growing. Here's what we're building and when you can expect it.
- Tender offer research
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- 13F filing tracker
- Spinoff research
- Portfolio watchlist
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- Bankruptcy filing analysis
- Historical data archive
- Pro subscription tier
- API access (beta)
- Mobile app
- Screening tools
- Community forums
- Institutional features
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