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Special Situation Investing News - 8/14/2015

Welcome to the Friday edition of the Special Situation Investing News.  This represents the first week that I have published an issue every business day.  Please remember page views and user comments are how I am able to keep The Special Situation Investment News free. Without them I would either have to charge a subscription or post much less frequently. If you like the SSIN please forward it to a friend, Tweet about it or even better leave a comment in the section below, even if it's just to say hello. The more comments the better. On to the news:

Spinoffs

Spinoff Odds & Ends: Gannett, Barron’s Looks At Spin Performance, Warns About Chemours

http://www.stockspinoffs.com/2015/08/14/spinoff-od...

Spinoff Journal Media Group $JMG up 7%+ on better than expected quarterly results 

http://finance.yahoo.com/news/journal-media-group-...

Spin-Off: Is Tribune Publishing Putting On The Full-Court Press...?

http://seekingalpha.com/article/3439966-spin-off-i...

BABA Black Sheep? Yahoo’s Aabaco Holdings Spinoff Watches Value Evaporate With Alibaba Stock

http://www.stockspinoffs.com/2015/08/13/baba-black...

#TBT IDT’s Spin Took The Straight Path Up

http://www.stockspinoffs.com/2015/08/13/tbt-idts-s...

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SPACs

TPG Files to Raise $460 Million in Buyout Vehicle IPO

http://www.bloomberg.com/news/articles/2015-08-13/...

Pangaea Logistics posts 2Q profit

http://www.cnbc.com/2015/08/13/the-associated-pres...

Canadian SPAC INFOR Acquisition Corp. is still hunting for an acquisition

http://www.newswire.ca/news-releases/infor-acquisi...

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NOLs

Big quarter for former NOL play Green Brick Partners $GRBK. Shares have been on a roll, nearly 60% since April.

http://finance.yahoo.com/news/green-brick-partners...

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 Activist Investors

Activist investors push for Canadian energy deals as prices languish

http://in.reuters.com/article/2015/08/13/canada-en...

Raging Capital: A Lesson In Small-Cap Activism

http://activiststocks.com/blog/raging-capital

Boulder Brands: Engaged Capital Has A Big Bet In Place

http://seekingalpha.com/article/3438446-boulder-br...

Zoetis: Revisiting The Bill Ackman Target

http://seekingalpha.com/article/3438206-zoetis-rev...

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Hedge Funds

Slaying the ‘Head of the Snake’ in the $1.2T Student Loan Industry

https://sumzero.com/headlines/financials_and_insur...

How two of history’s greatest investors deal with losses

http://welcometokindergarten.tumblr.com/post/12659...

Greater China-focused hedge funds crashed to earth with the stock rout in July

http://www.bloomberg.com/news/articles/2015-08-13/...

David Einhorn’s Greenlight Capital Re seen to earn $30.4m from China devaluation

http://www.opalesque.com/656644/David_Greenlight_C...

 JAJA Partner's new Positions courtesy of Joe Kunkle @OptionsHawk

Jana Partners discloses increased stake in Pinnacle Foods

http://seekingalpha.com/news/2728866-jana-partners...

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Investment Write-Ups

April Value Investor Insight, interview with Chris Davis, Francois Rochon and lots of ideas

http://www.valueinvestorinsight.com/pdfs/APRtrial1...

Capturing a Sunset – $SUNE

https://www.hvst.com/posts/48254-capturing-a-sunse...

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Other Investing News

The Fast Casual / Burger Bubble is popping:

Investors are suddenly not so crazy about El Pollo Loco

http://blogs.wsj.com/moneybeat/2015/08/14/investor...

The Shake Shack Slide Continues.

http://blogs.wsj.com/moneybeat/2015/08/13/the-shak...

 Shake Shack: Our Beef Is With the Fat Valuation $SHAK. No kidding, that's been the prob all along.

http://online.barrons.com/articles/shake-shack-our...

New $VER & Former Centro CEO Glenn Rufrano’s magic formula 

http://www.theaustralian.com.au/business/property/...

Damage estimate still underway at Noranda

http://www.semissourian.com/story/2221668.html

Avendale Asset Management Weekly Company Notes

http://avondaleam.com/company-notes-digest-8-14-15...

CafePress Reports Results for Second Quarter 2015 Following Successful Streamlining of its Business $PRSS

http://www.businesswire.com/news/home/201508130063...

CVS: expanded scope, continued growth as it buys Omnicare and Target’s retail pharmacies:

http://online.barrons.com/articles/cvs-reaps-robus...

Puerto Rico is facing a $400 million short-term funding squeeze. “They’re going to have some severe liquidity issues”

http://www.bloomberg.com/news/articles/2015-08-14/...

Beleagured former Bill Ackman target J.C. Penney shares surge 5.6% after earnings

http://www.marketwatch.com/story/jc-penney-shares-...

Gross’s Fund Rises After Tweaking ’Shorts of a Lifetime’

http://www.bloomberg.com/news/articles/2015-08-14/...

Japan’s Nuclear Restarts Seen as Long-Term Drag on LNG Prices

http://www.bloomberg.com/news/articles/2015-08-14/...

The dissolution of $GE Cap continues. Goldman to Buy GE Online Bank With $16 Billion of Deposits.

http://www.bloomberg.com/news/articles/2015-08-13/...

Company fights back against shady shorts. Amira files lawsuit for damages against Prescience Point

http://www.just-food.com/news/amira-files-lawsuit-...

Courtesy of Barbarian Capital @BarbarianCap: the dangerous Hikezilla technical formation weighs on the mortgage

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, or have an opinion on something that I've written about (good or even bad) 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. The more dialog we have and ideas we have floating around the better it is for everyone.

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Have a great weekend!