Talking Spin-offs with James Early

Last week, I had the opportunity to talk spin-offs with James Early.

Here’s what we covered:

1:09: My quick autobiography and how I got interested in spin-offs

3:31: Difference between spin-offs, split-offs, and equity carve outs

6:36: How do you know a good spin-off from a bad one?

12:49: Why does spin-off outperformance persist?

16:43: Why is Liberty Global one your favorite ideas?

20:43: What are the risks to your Liberty Global investment case?