Welcome to the latest edition of the Special Situation Investing News. There's no time for an intro today. I have to go eat Dominican food and watch the Yankees new rookie sensation Luis Severino. Spinoffs Shire seen having to sweeten $30 billion offer to win recent Baxster spinoff Baxalta http://finance.yahoo.com/news/shire-seen-having-sw... Baxalta Well-Armed to Fend Off Shire’s Unsolicited Bid http://blogs.wsj.com/moneybeat/2015/08/04/dealpoli... $GHC #spinoff Cable ONE Reports Second Quarter 2015 Results http://finance.yahoo.com/news/cable-one-reports-se... Community Health Systems to spin off 38 hospitals, shift focus to larger markets http://www.modernhealthcare.com/article/20150803/N... Bloomberg: Petrobras planning to sell 25% of distributor in Brazil IPO http://seekingalpha.com/news/2690295-bloomberg-pet... Covidien $COV spinoff Mallinckrodt $MNK -7.5% getting roughed up on weak earnings http://finance.yahoo.com/news/mallinckrodt-plc-rep... Kimberly-Clark $KMB spinoff Halyard Health $HYH is getting hammered on weak earnings & guidance http://finance.yahoo.com/news/halyard-health-cuts-... Horizon Global's $HZN TriMas $TRS takse it on the chin after earnings report -15% http://finance.yahoo.com/news/trimas-corporation-r... Former Spinoff Codexis Announces CodeEvolver Technology Transfer and License Agreement With Merck http://finance.yahoo.com/news/codexis-announces-co... Another quarter, another Fidelity spinoff. Afer initially thinking that I might and doing some digging, I personally have no interest in the coming spinoff of J. Alexander's http://www.jaxdailyrecord.com/showstory.php?Story_... RR Donnelley Reports Intent to Create Three Independent Publicly Traded Companies http://www.marketwatch.com/story/rr-donnelley-repo... Spinoff Odds & Ends – CDK Global, Remy International http://www.stockspinoffs.com/2015/08/03/spinoff-od... $NI spinoff Columbia Pipeline Group Reports Second Quarter 2015 Earnings http://finance.yahoo.com/news/columbia-pipeline-gr... Lumentum: Stifel Starts JDSU Spin at Buy, Leaves Viavi at Hold http://blogs.barrons.com/techtraderdaily/2015/08/0... $BNED closes -8% after falling as much as -11%. Barnes & Noble Completes Spin-Off of Barnes & Noble Education http://finance.yahoo.com/news/barnes-noble-complet... . SPACs Avenue's Boulevard to hit the Street: Blank check company files and sets terms for $350 million IPO. I loved $BLVD 1's acquisition. Let's see if Avenue can work its magic again. http://www.nasdaq.com/article/avenues-boulevard-to... 2015 National Geographic Traveler Photo Contest winners. Winner gets a $LIND Cruise. http://www.cnn.com/2015/08/03/world/gallery/nation... . Arbitrage Kansas City Life: Going Private Arbitrage http://seekingalpha.com/instablog/747089-alpha-hun... Kansas City Life starts process to go private http://www.bizjournals.com/kansascity/news/2015/07... . Activist Investors Baxter International Is Dan Loeb's Newest Activist Target http://www.bloomberg.com/news/articles/2015-08-05/... Loeb Targets Suzuki Declaring New Age for Japan Activism http://www.bloomberg.com/news/articles/2015-08-03/... Starboard Discloses Stake in MedAssets, Calls For Overhaul http://www.wsj.com/articles/starboard-discloses-st... Starboard Gets a Nasty Surprise from Its New Target MedAssets http://www.institutionalinvestorsalpha.com/Article.... Smiths shares up on report U.S. activist ValueAct takes stake http://uk.reuters.com/article/2015/08/04/uk-smiths... Cannell Capital Takes TeleCommunications Systems, Inc. To Task http://seekingalpha.com/article/3394295-cannell-ca... . Investment Write-ups Activist Corvex Rebranding American Realty Capital? http://seekingalpha.com/article/3392825-activist-c... Hertz Is Still On Sale But It May Not Be For Long http://seekingalpha.com/article/3395295-hertz-is-s... Events: Hertz Re-Initiation August 2015 http://seventeenmile.com/2015/08/04/events-hertz-r... Starwood Hotels & Resorts $HOT "Opportunity knocks: Risk reward skew is very attractive" http://www.benzinga.com/analyst-ratings/analyst-co... Icahn Enterprises, L.P.: Icahn Could Boost Your Portfolio Returns With This 7.4% Yielder http://seekingalpha.com/article/3391985-icahn-ente... TEGNA Is Positioned For Significant Upside http://seekingalpha.com/article/3388285-tegna-is-p... . Whale Watching Mohnish Pabrai.buys another half million shares of Horsehead Holdings http://www.insidermonkey.com/blog/insider-places-a... Rolls-Royce Has Met With ValueAct Since Fund Raised Stake Above 5% http://www.wsj.com/articles/rolls-royce-has-met-wi... Broad Run Q2 Letter to Investors http://broadrunllc.com/wp-content/uploads/2015/07/... David Einhorn just had his worst month since 2008 — here's what he said about it http://www.businessinsider.com/einhorn-says-invest... Jeff Ubben And ValueAct U.K. Shopping Spree http://www.valuewalk.com/2015/08/jeff-ubben-and-va... . .Economics / Other Investing News OSHA: Molten aluminum touching water preliminary cause of Noranda explosion. Good grief, $NOR can't catch a break. It was in a decent position with liquidity, but when you're flying close to the sun things like this don't help. http://www.kfvs12.com/story/29706743/explosion-at-... Genworth CEO Halts Sale of Life Insurer Unit; Shares Tumble. Genworth $GNW is never going to get its act together. Glad I passed. http://www.bloomberg.com/news/articles/2015-08-05/... Lumber Liquidators stock skids after surprise loss. I don't own any, but I still think hat $LL didn't do anything that many other retailers did as well. http://www.cnbc.com/2015/08/05/lumber-liquidators-... Disney stock sinks, but Iger bullish on cable, ESPN. Thank you to all of the Disney shareholders who sold me more shares for my kids' college funds for 8% less today. http://finance.yahoo.com/news/disney-bullish-cable... Monsanto, Syngenta rumors keep flying http://seekingalpha.com/news/2693785-monsanto-syng... The Next Energy Sector Collapse — Coming SOON… http://dailyreckoning.com/the-next-energy-sector-c... Yuck. Brookdale Senior Living $BKD -8% in earnings. http://finance.yahoo.com/news/brookdale-announces-... Crude collapse pressures Big Oil's fat dividends http://finance.yahoo.com/news/crude-collapse-press... $RYAM management has no idea what they are doing. Rayonier Advanced Materials Announces Strategic Repositioning http://finance.yahoo.com/news/rayonier-advanced-ma... How Warren Buffett Built His Empire – Forbes 1990 – Part One: Changing strategy. It must have been nice when merger arb wasn't as crowded as it is today. http://www.valuewalk.com/2015/07/how-warren-buffet... This Recovery Really Is Different http://www.bloombergview.com/articles/2015-08-03/t... Puerto Rico Agency Misses Full Bond Payment in First Default http://finance.yahoo.com/news/puerto-rico-agency-m... AIG Doubles Dividend, Boosts Buybacks http://finance.yahoo.com/news/aig-doubles-dividend... Thanks for reading. While this is a ton of news, I'm sure that there are some interesting things that I have missed. If you've seen one, please take a second to give back by sharing it in the comments section. My goal in creating the Special Situation Investing Community was to create a free place on the web where like-minded individuals who love this style of investing like I do can come to discuss it and share ideas. So please, comment, comment, comment. 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