STRATEGIES / EVENT & SIGNAL
LENS 05 · EVENT & SIGNAL · 2 STRATEGIES
Events the filings disclose
Two screens built on disclosures rather than valuation: corporate events that published research treats as informative, and insider behavior with documented signal value.
Special Situations
IN THE TRADITION OF JOEL GREENBLATT'S SPECIAL-SITUATIONS RESEARCH
Spin-offs, restructurings, tender offers, and other corporate events the filings disclose — situations where the tradition documents that forced or inattentive ownership can misprice the pieces.
Event flags from recent 8-Ks and proxy filings, with size and liquidity guards.
The event mechanics from the primary documents: who is incentivized to do what, the timeline, and what the filings say each piece looks like.
Insider Cluster Buying
IN THE TRADITION OF THE ACADEMIC INSIDER-TRANSACTION LITERATURE
Multiple distinct insiders purchasing within a window — the cluster pattern the literature documents as more informative than any single transaction. The filings say who, when, and how much.
Form 4 cluster signals: several distinct non-ritual purchases inside a window, sized meaningfully against holdings.
Context for the cluster from the filings: what the insiders can see, disclosed headwinds the purchases contradict, and financing red flags.
Every strategy on this page can be forked and modified in the Strategy Lab. Strategy titles describe the method; practitioner names appear only as attribution — no methodology here is endorsed by or affiliated with the practitioners named.
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