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greenblatt-special-situations

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Use when evaluating Joel Greenblatt-style special situations: spinoffs, restructurings, merger securities, forced selling, magic formula quality/value screens, and event-driven mispricing.

When to use

• Spinoff or post-spinoff analysis
• Restructuring, rights offering, merger security, or stub analysis
• Magic Formula quality/value screening
• Forced-selling event review

When not to use

• Buying every spinoff blindly
• Ignoring pro forma leverage
• Assuming event complexity equals value

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