Guest Interview, David Paolella at The Special Situations Report

Edition 29

Good morning,

After having Conor Maguire on to discuss special situations a few months ago, I thought it would be great to revisit the subject with another investor, David Paolella. After an eight-year stint at Guggenheim Partners, serving as Vice President, David is now the author of the Special Situations Report.

I am fortunate that the work I conduct facilitates my ability to meet new investors and creators on a weekly basis. Much like in the case of previous guests, I first met David after reaching out to him, having a few Zoom calls, and getting to know him (yay, internet). It was quickly apparent that this was someone with rich expertise, whom I could learn from, but also a thoughtful guy too. Today’s discussion will centre largely around special situations investing, M&A, and David’s investment process.

If you enjoy this conversation, I would highly recommend subscribing to The Special Situation Report, where David shares his work (for free). It has now become part of my own we…