Special Situations

Spin-offs, M&A arbitrage, and event-driven opportunities.

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2Companies

14Key topics

Nov 1Latest

CMCSA Special Situations

Comcast (CMCSA): Peacock's $478M Swing Drove Media Profit, While Broadband Lost 144K Customers And Free Cash Flow Fell 15%

Comcast's Q3 Peacock EBITDA improved $478M and drove media profit, but broadband lost 144K customers, free cash flow fell 14.8% and buybacks are suspended before a proposed separation.

Nov 1, 2026 · 8 min read

O Special Situations

Realty Income’s 671 Consecutive Monthly Dividends And A 235bps Acquisition Spread Make The Rate-Sensitivity Label Wrong (O)

Realty Income is deploying capital at a 235bps spread over its 4.75% borrowing cost — the widest in five years — while 671 consecutive monthly dividends, AFFO growing 6.6% YoY, and a private capital platform with Apollo and GIC are being completely ignored by the ‘rate-sensitive REIT’ label.

Apollo Asset Management Dividends

Jul 10, 2026 · 8 min read

Special Situations

Comcast (CMCSA): Peacock's $478M Swing Drove Media Profit, While Broadband Lost 144K Customers And Free Cash Flow Fell 15%

Realty Income’s 671 Consecutive Monthly Dividends And A 235bps Acquisition Spread Make The Rate-Sensitivity Label Wrong (O)

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