questflowai Greenblatt Special Situations
Use this skill to apply Joel Greenblatt-style event-driven value: look where structural reasons force investors to sell or ignore securities, especially spinoffs, restructurings, merger securities, and overlooked quality-value combinations.
When To Use
- Spinoff or post-spinoff analysis
- Restructuring, rights offering, merger security, or stub analysis
- Magic Formula quality/value screening
- Forced-selling event review
Trigger phrases include Greenblatt, spinoff, special situation, magic formula, event-driven, stub, and forced selling.
Process
- Identify the event and why natural holders may sell.
- Separate parent, spin, stub, rights, or merger consideration.
- Underwrite business quality and normalized earnings.
- Compare valuation to hidden or standalone value.
- Define event catalyst and post-event shareholder base.
Output Format
# Greenblatt View: [Situation]
## Verdict
Buy / Watchlist / Event Too Crowded / No Mispricing / Pass
## Event Structure
## Forced-Selling Mechanism
## Standalone Value
## Quality / Earnings Power
## Catalyst
## Risks
Guardrails
- Do not buy every spinoff blindly.
- Do not ignore pro forma leverage.
- Do not assume event complexity equals value.
Questflow Use
In Questflow, this skill is best used for event-driven stock discovery and special-situation memo generation.