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 [...]
Spin-off Links – April 2020
Spin-off Links - April 2020 Before we get into the spin-off news, I want to highlight several deep dives that we’ve recently published for our premium subscribers: Otis Spin-off Deep Dive Carrier Spin-off Deep Dive [...]
Interview with 8020 Connect
We recently had the opportunity to speak with Ernest Granson of 8020 Connect. The topic of our conversation? Spin-offs of course! In the conversation we covered: How do spin-offs benefit individual investors? How have [...]
March 2020
Investing in a Recession
Investing in a Recession The US economy and world economy are likely already in a recession. A recession is defined as two quarters in a row of negative GDP growth. Goldman Sachs estimates Q1 2020 GDP [...]
Ticker Confusion Leads to Opportunity to Short ZOOM (not ZM)
Ticker Confusion Leads to Opportunity to Short ZOOM (not ZM) I’ve been a big fan of Zoom since I started using their service last year to record my live calls with subscribers. And since the outbreak [...]
Spin-off Links – March 2020
Odds and Ends I recently recorded a couple video interviews with Greggory Miller. See them here: Why You Should Keep an Investment Journal How I Analyze a Spin-off Recently Announced Spin-offs On February 24, 2020, [...]
Why You should Keep an Investment Journal
This week, Greggory Miller and I continue our series on spin-off investing and other topics. In the below video, we discuss: Why you should start a blog or keep an investment journal. Lessons learned [...]
February 2020
How I Analyze a Spin-off
I recently had the opportunity to chat with Greggory Miller of Spinoff Investing Simplified. In the video, we discussed my spin-off investing diligence process and some resources that would be helpful to those doing [...]
January 2020
Spin-off Links – January 2020
Spin-off Links - January 2020 Odds and Ends We are running a special sale through February 3rd. The code “save25” will get you 25% off an annual subscription. Sign up here! Is the snow and [...]