Top Ideas for 2021
Top Ideas for 2021 For the five years prior to quitting in 2018, I worked for a large global investment bank. I learned a lot and enjoyed the people with whom I worked. But did [...]
January 2021
Spin-off Links – January 2021
Spin-off Links - January 2021 Recently Announced Spin-offs Encompass Health (EHC) recently announced that it is exploring strategic alternatives for its home health and hospice business. While the plans aren’t set in stone, the company [...]
December 2020
BBX Capital: A Dollar Selling for 30 Cents
BBX Capital: A Dollar Selling for 30 Cents December 28, 2020 Ticker: BBXIA Market Cap: $94MM Enterprise Value: $40MM Price: $4.85 Fair Value: $7.50 Upside: 55% Background While I closely follow all stock spin-offs, I’m [...]
Spin-offs with Insider Buying (December 2020)
Spin-offs with Insider Buying (December 2020) Starting today, I will be publishing a monthly article looking at spin-offs with insider buying. Many great investors advocate investing in stock spin-offs including Peter Lynch. Here’s what Peter [...]
Spin-off Links – December 2020
Spin-off Links - December 2020 Recently Announced Spin-offs XPO Logistics (XPO) recently announced that it will be spinning off its logistics business. Over the past year, management has been deliberating on how to unlock value [...]
Stock Spin-off Investing Interview with Maj Soueidan
Stock Spin-off Interview with Maj Soueidan Recently, Maj Soueidan of Geoinvesting interviewed me about a variety of topics including: My background Investing in spin-offs Whether it makes sense to invest in the parent [...]
November 2020
Interview with Jim Royal on Thrift Investing
Interview with Jim Royal on Thrift Investing Last week, I had the pleasure of interviewing Jim Royal, on his new book, The Zen of Thrift Conversions. You can watch the entire interview at the [...]
Why You Should Invest in NLSN
Why You Should Invest in NLSN This article was written by Charlie Waters. Charlie has been in the online content world for over 25 years as a freelance writer, covering a wide variety of topics. [...]
August 2020
Spin-off Links – August 2020
Spin-off Links - August 2020 Recently Announced Spin-offs Aaron’s Inc. (AAN), a leading omnichannel provider of lease-purchase solutions, announced that it intends to split into two companies: Progressive Leasing and the Aaron’s Business. The spin-off is [...]
July 2020
Spin-off Links – July 2020
Spin-off Links - July 2020 Recently Announced Spin-offs On July 15, 2020, Dell Technologies (DELL), announced that it is exploring spinning off its 80.1% stake in VMWare (VMW). This transaction has long been rumored and makes [...]
June 2020
Spin-off Links – June 2020
Odds and Ends We are running a special 25% off sale on annual subscriptions to our premium newsletter, Stock Spin-off Investing. Just enter code “oddlot” to save 25%. Sign up here! The coupon expires Friday, June [...]
May 2020
Short Kontoor Brands: Frontrun the ETF
Short KTB: Front-run ETF Selling Summary Recently, Kontoor Brands (disclosure: we are short KTB) suspended its dividend. As a result, a dividend focused ETF, SDY, will likely sell the 9.1 million shares of KTB that [...]
April 2020
Lessons Learned Shorting Micro-Caps
Lessons Learned Shorting Micro-Caps In March, I wrote the article: Ticker Confusion Leads to Opportunity Short ZOOM. This is a follow- up article to share: How the trade worked out. Lessons learned. In short (pun [...]