Podcast: Kristoffer Lindström of Lind Research on Coffee Stain (COFFEEB)
Podcast: Kristoffer Lindström of Lind Research on Coffee Stain (COFFEEB) I recently had the opportunity to speak with Kristoffer Lindstrom of Lind Research on Coffee Stain. Kristoffer is an expert in the Nordic Gaming [...]
July 2026
Podcast: Why Ron Nussbaum sees value in Comcast’s (CMCSA) breakup
Podcast: Why Ron Nussbaum Sees Value in Comcast's (CMCSA) Breakup I recently had the opportunity to speak with Ron Nussbaum of Maverick Value about his high conviction investment thesis on Comcast (CMCSA). Comcast just [...]
May 2026
Podcast: Andrew Walker of Rangely Capital on Corporate Dark Arts and Lionsgate Studios (LION)
Podcast: Podcast: Andrew Walker of Rangely Capital on Corporate Dark Arts and Lionsgate Studios (LION) I recently had the opportunity to speak with Andrew Walker of Rangeley Capital and Yet Another Value Blog about [...]
April 2026
Off to Omaha
Off to Omaha This week, I’m heading to Omaha for the Berkshire Hathaway Annual Shareholders Meeting. I couldn’t be more excited. I’ve gone the past two years, and each time it’s been one of the [...]
March 2026
The 40% Rule: How to Time Your Entry Into a Spin-Off
The 40% Rule: How to Time Your Entry Into a Spin-Off When a new spin-off hits the market, the first weeks are often defined by relentless, indiscriminate selling. Understanding how to identify when that selling [...]
The Record Date Myth: Why Most Investors Miss Out on Spin-offs for No Reason
The Record Date Myth: Why Most Investors Miss Out on Spin-offs for No Reason There's a question I get all the time from investors who are new to spin-offs. It usually sounds something like this: [...]
Podcast: Chris Waller of Plural Investing and Hidden Gem Investing
Podcast: Chris Waller of Plural Investing and Hidden Gem Investing I recently had the opportunity to speak with Chris Waller of Plural Investing and Hidden Gem Investing about two recent spin-offs: GCI Liberty (GLIBK) [...]
January 2026
2025 Performance Review: A Look Back at Premium Recommendations
2025 Performance Review: A Look Back at Premium Recommendations Over the past few weeks, I’ve taken time to review the performance of my premium recommendations. Today, I want to share a clear, data-driven look at [...]
December 2025
Liberty Global: How a High-Conviction Idea Became a 165% Options Win
Liberty Global: How a High-Conviction Idea Became a 165% Options Win Every so often, a trade comes along that perfectly illustrates why we pair special-situations research with smart options structuring. Liberty Global (LBTYA) was [...]
Podcast: Dominick D’Angelo on TopGolf Callaway (MODG)
Podcast: Dominick D'Angelo on TopGolf Callaway (MODG) During this episode of SSOI podcast, I spoke with Dominick D'Angelo, Head of Research, of O’Keefe Stevens Advisory. Dominick shared his TopGolf Callaway (MODG) investment case. Here’s [...]
November 2025
Spin-off Links – November 2025
Spin-off Links – November 2025 So far in 2025, there have been 11 new US spin-off announcements. Meanwhile 11 new spin-offs have started trading. Spin-offs have performed well in 2025, beating the S&P 500 by [...]
October 2025
Podcast: Colin King and I Discuss NATL, AMVO, and SOLS
Podcast: Colin King and I Discuss NATL, AMVO, and SOLS During this episode of SSOI podcast, I spoke with Colin King of Circle City Capital. Colin runs Value Don’t Lie where he shares his highest conviction [...]
Podcast: An Under-the-Radar Japanese Spin-off
Podcast: An Under-the-Radar Japanese Spin-off Recently, I had the chance to discuss Hamee Corporation (TSE: 3134) with Evan Bleker of Event Driven Insights. Hamee Corporation will soon spin-off its high margin software business. In [...]
July 2025
Podcast: Cayucos Capital on Valterra Platinum
Podcast: Cayucos Capital on Valterra Platinum On this episode of the Stock Spin-off Investing Podcast, I interview Dom St. George of Cayucos Capital. Dom has 15 years of experience investing in emerging markets. Today [...]
Podcast: Talking Media Stock with Simeon McMillan (STRZ, LION, WBD)
Podcast: Talking Media Stock with Simeon McMillan (STRZ, LION, WBD) During this episode of SSOI podcast, I spoke with Simeon McMillan of Accrued Interest. Simeon is a Columbia Value Investing program trained special sits [...]
June 2025
My Favorite Special Situations Investors to Follow
My Favorite Special Situations Investors to Follow One of the most common questions I get asked is, “Who are the best people to follow for special situations ideas?” In this article, I will share my [...]
May 2025
My Favorite Current Special Situation
My Favorite Current Special Situation I love special situations. Especially ones that are only available to small shareholders. The classic opportunity is the “split off” transaction where the parent company allows shareholders to swap their [...]
April 2025
Podcast: My “Dividend as a Catalyst” Playbook
Podcast: My "Dividend as a Catalyst" Playbook This podcast episode is a little different. It is just me recording (usually I have a guest!). Here's what I cover: 1:15 - What is the "Dividend [...]
March 2025
4 Spin-offs with Insider Buying
4 Spin-offs with Insider Buying One factor that I closely follow in the spin-off universe is insider buying. Here’s what Peter Lynch wrote about insiders and spin-offs in One Up on Wall Street: [Spin-offs] are [...]
Round 2 with Colin King on the SSOI Podcast (HAVAS, IAC, SNRE, RHLD, VYX)
Round 2 with Circle City Capital (HAVAS, IAC, ANGI SNRE, RHLD, VYX) During the episode, we welcome back Colin King of Circle City Capital. Instead of just diving deep into one spin-off situation, Colin and [...]
Spin-off Links – March 2025
Spin-off Links - March 2025 So far in 2025, there have been 5 new US spin-off announcements. Meanwhile 3 new spin-offs have started trading. Spin-off stock performance was strong in 2024, but performance has turned [...]
February 2025
Kris Rymer of Safe Harbor Stocks on Amentum (AMTM) and Magnera (MAGN)
Kris Rymer (Good Harbor Stocks) on Amentum (AMTM) and Magnera (MAGN) I had the chance to interview Kris Rymer of Good Harbor Stocks on my podcast last week. During the episode, Kris shares his [...]
Peter Smith (Palm Harbour Capital) on International Gaming Technology (IGT)
Peter Smith (Palm Harbour Capital) on International Gaming Technology (IGT) In this episode, I talk with Peter Smith of Palm Harbour Capital. Peter shares his background and then dives deeply into International Gaming Technologies [...]
January 2025
Christian Ryther of Curreen Capital Talks EHAB, MRP, HAVAS and More
Christian Ryther of Curreen Capital Talks EHAB, MRP, HAVAS and More This week, I had the chance to talk to Christian Ryther of Curreen Capital. Christian starts off by sharing his experience at Columbia [...]
Discord Give Away Q4 2024
Discord Give Away Q4 2024 One of my favorite features of my paid newsletter is the discord channel to discuss ideas. For those that haven’t heard of discord, think of it like a chat room. [...]
Multiples Capital on MGM Resorts International (MGM) and Garrett Motion (GTX)
Multiples Capital on MGM Resorts International (MGM) and Garrett Motion (GTX) Last week, I spoke to Ameya, the Founder of Multiples Capital. Ameya has become a good friend after we spent some time together at [...]
December 2024
Colin King of Circle City Group Capital Talks Building a $28MM Holding Co and Magnera (MAGN)
Colin King of Circle City Group Capital Talks Building a $28MM Holding Co and Magnera (MAGN), a Recent Spin-off. Last week, I finally got to speak to Colin King of Circle City Capital Group. [...]
November 2024
Derek Pilecki of Gator Capital Discusses His Approach to Investing in Financial Spin-offs
Derek Pilecki of Gator Capital Discusses His Approach to Investing in Financial Spin-offs I loved having the opportunity to talk to Derek Pilecki of Gator Capital about his approach to investing in spin-offs. Derek’s [...]
Kingdom Capital Talks Spin-offs (NLOP, CURB, and MAGN) and Street Hockey
Kingdom Capital Talks Spin-offs (NLOP, CURB, and MAGN) and Street Hockey This week, I had the pleasure of interviewing David Bastian of Kingdom Capital on the Stock Spin-off Investing Podcast. David and his partner have generated [...]
3 Spin-offs that Will Benefit from a Trump Presidency
3 Spin-offs that Will Benefit from a Trump Presidency If you are on Twitter/X, I’m sure you’ve seen the “election cheat sheets.” Here’s one from Wolfe Research: One theme that I didn’t see mentioned on [...]
September 2024
How to Profit from “Demerger Arbitrage”
How to Profit from “Demerger Arbitrage” One popular special situation category is merger arbitrage. In merger arbitrage, an investor buys the stock of a company that is in the process of being acquired. The investor [...]