Welcome, and thank you for visiting Valorem Research!

A little about me:

I’m a former patent litigator and technology transactions/m&a attorney based out of New York, NY. I left the law firm life in 2022 to pursue legal special situations investing. If you’re unfamiliar with my work, you can find my old writeups on Twitter @LionelHutz_Esq or archived here on Valorem.

Why subscribe?

Subscribe to get full access to Valorem Research - Legal Special Situations, covering event-driven, legal special sits, and merger arb plays in public markets.

A little about what to expect here:

  1. I aim to write about a minimum of 4 high conviction legal special situation / merger arb plays each year. While it’s impossible to predict when high conviction plays will occur, the funnel of ideas usually distills to about 4-6 each year.

  2. If there is a particular legal situation that you are interested in that I have not covered, please let me know. At the very least I aim to put eyes on all potentially-compelling legal plays in the public markets. Often these suggested plays are already in my “too hard” or “too early” buckets, but there’s always a chance I’ve overlooked it!

  3. If the annual subscription and articles are insufficient for your needs (e.g., you’d like one-off research services for particular trade ideas) please email contact@valoremresearch.com and I’m happy to set something up.

What I don’t do:

Legal or financial advice. Everything posted on my page is for informational purposes only, and is not intended to be personal financial advice or legal advice. For legal advice, please consult an attorney. For financial advice, please consult a financial advisor.

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Legal Special Situations Research for Investors

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Legal special situations & merger arb research for investment professionals