About Small St Value
Wall Street Research, Without the Price Tag
Our Mission
Small St Value provides institutional-quality value investing research for individual investors. We analyze tender offers, spinoffs, merger arbitrage, 13F filings, and special situations — the kinds of opportunities that hedge funds charge millions to research but rarely share with individual investors.
Every analysis starts with the primary source: the actual SEC filings. We read the documents, break down the numbers, and deliver clear, actionable research — free from conflicts of interest and subscription paywalls.
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.
How Our Research Works
- Filing-first approach — Every analysis begins with the actual SEC filings from EDGAR. We read the SC TO-T, SC 14D9, Form 10, and other primary documents so you don’t have to.
- Independent analysis — We don’t hold positions in the securities we cover and have no affiliate relationships with any companies mentioned in our research.
- Plain English — Complex corporate actions explained clearly, with the key numbers, risks, and timelines front and center.
What We Cover
- Tender Offers — Every SEC tender offer filing, broken down with pricing, spreads, conditions, and timelines.
- Spinoffs — Corporate spinoffs that create opportunities through forced selling and valuation disconnects.
- Merger Arbitrage — Risk/reward analysis on announced deals.
- 13F Deep Dives — What institutional investors are buying and selling each quarter.
- Special Situations — Rights offerings, odd-lot tenders, Dutch auctions, and going-private deals.