Author

@boazweinstein boazweinstein

Activist PM forcing NAV discounts shut at UK closed-end investment trusts

Posts first-party rationale for Saba Capital's activist camp

trader score
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hit rate
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mean α
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signals 14d
16

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved -9.0% since posting (mean over 1 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16PLD@boazweinstein+0.10Expects discounted UK REITs to attract acquisitions because of large regional price-to-book valuation gaps.·
2026-10-16FR@boazweinstein+0.10Expects discounted UK REITs to attract acquisitions because of large regional price-to-book valuation gaps.·
2026-10-16REXR@boazweinstein+0.10Expects discounted UK REITs to attract acquisitions because of large regional price-to-book valuation gaps.·
2026-10-16TRNO@boazweinstein+0.10Expects discounted UK REITs to attract acquisitions because of large regional price-to-book valuation gaps.·
2026-10-16STAG@boazweinstein+0.10Expects discounted UK REITs to attract acquisitions because of large regional price-to-book valuation gaps.·
2026-10-16EGP@boazweinstein+0.10Expects discounted UK REITs to attract acquisitions because of large regional price-to-book valuation gaps.·
2026-10-16·@boazweinstein·Favor deeply discounted UK investment trusts with real-estate and PE holdings for 2027. — Names discounted UK property and private-equity investment trusts as the author's favorite 2027 trade.·
2026-10-11SPX@boazweinstein+0.00Reports that Saba strategies outperformed this year and over the last twelve months.·
2026-10-11CEFS@boazweinstein+0.55Reports that Saba strategies outperformed this year and over the last twelve months.·
2026-10-11·@boazweinstein·Discloses that Saba's UK investment-trust fund is having a record year.·
2026-10-09·@boazweinstein·The author says the UK trust portfolio is having its best year and SpaceX-linked trusts offset losses by multiples.·
2026-10-04CEFS@boazweinstein+0.50Argues Saba's CEFS ETF outperforms three named closed-end-fund peers.·
2026-10-04FCEF@boazweinstein-0.20Argues Saba's CEFS ETF outperforms three named closed-end-fund peers.·
2026-10-04PCEF@boazweinstein-0.20Argues Saba's CEFS ETF outperforms three named closed-end-fund peers.·
2026-10-04YYY@boazweinstein-0.20Argues Saba's CEFS ETF outperforms three named closed-end-fund peers.·

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.