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Performance – December 2024

SSI tracking portfolio was up 2.4% in December 2024. A detailed performance breakdown is provided below.

Below you will find a more detailed breakdown of tracking portfolio returns by individual names as well as elaborations on names exited during the month.

 

TRACKING PORTFOLIO: +2.4% IN DECEMBER

Disclaimer: These are not actual trading results. Tracking Portfolio is only an information tool to indicate the aggregate performance of special situation investments published on this website. See full disclaimer here.

The chart below depicts the returns of SSI Tracking Portfolio since the start of 2017.

Screenshot 2025 01 02 at 12.22.16

 

PERFORMANCE SPLIT DECEMBER 2024

The graph below details the individual MoM performance of all SSI Portfolio ideas that were active during the month of December 2024.

Screenshot 2025 01 02 at 12.22.59

 

PORTFOLIO IDEAS CLOSED IN DECEMBER

VIZIO Holding (VZIO) -2% in 1.5 Months
Walmart was acquiring VIZIO, one of the largest budget TV manufacturers in the U.S., for $11.50/share in cash. The market treated the deal as nearly certain, with the spread hovering around 2%. This optimism was surprising, given the potential for regulatory intervention. FTC had already issued a Second Request, signaling heightened antitrust scrutiny. Despite the deal’s relatively small size, it had also attracted notable attention at the highest level of the government, including Senator Warren. So VZIO seemed like a low-risk short on a potential merger-break. While the bet ultimately failed, the loss was minimal – just 2% over 1.5 months.

 

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