Off to Omaha

Off to Omaha I generally hate to travel for work. It’s exhausting, and I miss my kids. It also puts 100% of the child care burden on my lovely wife. So I generally don’t travel. [...]

By |May 1st, 2024|Categories: Spin-off Market|0 Comments

April 2024

Turo: The Next Airbnb?

By |April 24th, 2024|Categories: blog, Educational|Tags: , |

Turo: The Next Airbnb? One of my favorite stocks is IAC Inc (IAC). It’s a holding company with many different ownership stakes. To value IAC, you need to do a sum-of-the-parts analysis (SOTP). Investment cases [...]

March 2024

January 2024

December 2023

A “SOTP” Horror Story

By |December 5th, 2023|Categories: Case Study, Educational|

A “SOTP” Horror Story Sum-of-the-part or SOTP analysis is a key tool that I use when analyzing a spin-off. Most conglomerates trade at a “conglomerate discount” and so SOTP analysis can be useful to understand [...]

October 2023

Spin-off Calendar

By |October 12th, 2023|Categories: Spin-off Market|Tags: |

Spin-off Calendar Danaher (DHR) spun off Veralto Corporation (VLTO) on September 30. You can read my deep dive on Veralto here (paywall) Aramark (ARMK) spun off its uniform services business, Vestis (VSTS) on Sept 29. You can read my deep dive on Vestis here (paywall) On [...]

September 2023

August 2023

July 2023

June 2023

May 2023

April 2023

Updated Spin-off Calendar

By |April 3rd, 2023|Categories: Spin-off Market|Tags: , , , , |

Updated Spin-off Calendar Star Holding (STHO) was spun off of iStar (STAR) on Friday, March 31.  You can read my thoughts here. Imminent Spin-offs: 1) Crane Co (CR) will be spun off from Crane NXT on Monday, April 3. You can read my notes here. 2) Madison Square [...]

March 2023

February 2023

January 2023

November 2022

October 2022

September 2022

August 2022

6 Rules for Options Success

By |August 16th, 2022|Categories: Options|

6 Rules for Options Success In a few weeks, we are going to launch an options advisory service. I’m extremely excited to have partnered with Bruce Harper, an options expert, to lead the advisory. Bruce [...]

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