Talking Spin-offs with Value Investor Chatter
Last week, I had the opportunity to talk spin-offs with Beko Jang on the Value Investor Chatter Podcast.
Here’s what we covered:
5:01: Exploring the Benefits of Spin-off Investing
8:10: Forced Selling in Spin-offs
16:07: Analyzing Management Incentives
19:20: The Most Important Factors to Consider When Considering Investing
27:17: Why IAC is a “Spin-off Machine”
46:01: Unit Corp, a Compelling Opportunity
Enjoy!
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