Stock Spin-off Resources
The Basics
What is included in a Premium Subscription?
Stock Spin-off Investing Newsletter Guide
What is a stock spin-off?
This guide defines a spin-off and walks through an example to illustrate the mechanics of a stock spin-off.
How do spin-offs perform?
This guide summarizes the research on stock spin-offs from both academics and practitioners.
Why do stock spin-offs outperform?
This guide explains why stock spin-offs outperform. After reading it, you will understand why the stock spin-off market is inefficient (and why that’s unlikely to change).
COMING SOON
Where can I find a list of upcoming stock spin-offs?
Luckily for you, we have a calendar that lists all US stock spin-offs. If you want to monitor the spin-off market on your own, I suggest setting up google alerts. In this article, I walk through how to do it.
Stock Spin-off Case Studies
Nuvectra: A Microcap Spin-off Trading Below Net Cash
In this case study, we explore Nuvectra, a med device spin-off that returned over 400% since it bottomed.
Additional Stock Spin-off Articles and Research
Stock Spin-offs Continue to Outperform – Stock Spin-off Investing – May 2018
Performance in Swedish Stock Spin-offs – Do Spin-offs Perform Much Better Than the Index (OMXSPI)?
Capital Market Implications for Spin-offs – S&P Global – March 2017
Creating Superior Value Through Spin-offs – Boston Consulting Group – February 2016
Spin-off Guide – Wachtell, Lipton, Rosen & Katz – 2016
Shrinking to Grow: Evolving Trends in Corporate Spin-offs – J.P.Morgan – June 2015
Global Spin-offs & the Hidden Value of Corporate Change – The Edge & Deloitte – December 2014
Creating Shareholder Value with Divestitures – Boston Consulting Group – September 2014
Mastering the Good Breakup – Bain & Company – July 2014
Do Spin-offs Create or Destroy Value? Credit Suisse – September 2012
Finding The Courage to Shrink – McKinsey Quarterly – August 2011
Corporate Spin-offs Beat the Market – Lehman Brothers – February 2006
Non Spin-off Resources
Berkshire Hathaway Letter to Shareholders
The annual letters from Warren Buffet are a must-ready, even if you do not own Berkshire Hathaway stock. Incredibly clear, insightful writing from the best investor of all time.
Marks’ memos are a must read. They generally are published once a quarter. Warren Buffet once said, “”When I see memos from Howard Marks in my mail, they’re the first thing I open and read.”
This a great free resource that provides the latest insider trading data. Highly recommend.
Sure Dividend is a great resource if you want to build a high quality dividend stock portfolio. They have a ton of free stuff available included a complete list of S&P 500 stocks with all the relevant metrics (S&P Weight, Dividend Yield, PE, PB, etc.) You can check it out here.
This is a great site that covers all aspects of crowd-sourced investments. Everything from litigation finance to farm land.