Spin-off Links – November 2019
Spin-off Links (November 2019) Recent Members Only Research Emmis Communications Spin-off Quick Summary CNH Industrial Spin-off Quick Summary IAC Group Spin-off (Match.com) Overview Ensign Group Spin-off (Pennant) Deep Dive Nuance Spin-off (Cerence) Deep Dive Recently [...]
October 2019
Stock Spin-off Interviews from the Money Show
Stock Spin-off Interviews from the Money Show Last month, I had the pleasure of presenting at the Money Show in Philadelphia. My talk was titled How to Profit from Stock Spin-offs. The event [...]
Golar LNG: The Spin-off (if it happens) Will Unlock Significant Value
Golar LNG: The Spin-off (if it happens) Will Unlock Significant Value I recently had a chance to speak with J. Mintzmyer, a shipping expert with a top rated service on Seeking Alpha. The purpose [...]
September 2019
Spin-off Links – September 2019
Recent/Imminent Members Only Research Ensign Spin-off (Pennant) Deep Dive (September 30 publish date) Nuance Spin-off (Cerence) Deep Dive AECOM Spin-off Quick Summary Golar LNG Spin-off - What’s It Worth? Madison Square Garden Spin-off - Deep [...]
Come Hear Me Speak in Philadelphia
I will be speaking in Philadelphia on Saturday, September 28th at 11:45 at the Moneyshow Conference. Come hear me speak. Registration is free! My talk is titled: How to Profit from Stock Spin-offs I'm really [...]
August 2019
Spin-off Links – August 2019
Recent Members Only Research Golar LNG Spin-off - What’s It Worth? Madison Square Garden Spin-off - Deep Dive Corteva - Deep Dive Kontoor Brands - Deep Dive Riviera Resources - Notes from Meeting with Management [...]
How to Front Run the Index
How to Front Run the Index Printable PDF Version I had just finished my third cup of coffee as the market opened. I settled into my chair and watched the early price action of Kontoor [...]
Expanding My Service to Include Special Situations
Since I launched my premium newsletter last year, a consistent point of feedback is that subscribers want more ideas. For a while, I had mixed feelings about this feedback. On the one hand, I get [...]
Chewy is 15% Overvalued
Chewy is 15% Overvalued Background A subscriber recently asked me what I thought of Chewy (CHWY) so I spent some time digging into it. It was a fun exercise in part because it’s the opposite [...]
Free Subscription to Our Newsletter
August Giveaway It's been a while since we've done a giveaway so.... We've decided to give away 5 annual subscriptions to the Stock Spin-off Investing Newsletter in August. Each subscription is a $419 [...]
July 2019
Spin-off Links – July 2019
Spin-off Links (July 2019) Recent Members Only Research Golar LNG Spin-off - What’s It Worth? Madison Square Garden Spin-off - Deep Dive Corteva - Deep Dive Kontoor Brands - Deep Dive Riviera Resources - Notes [...]
The Yield Curve Is Still Inverted. Is a Recession Imminent?
The Yield Curve Is Still Inverted. Is a Recession Imminent? In the past year, a lot has been written about U.S. interest rates and 1) whether or not the yield curve is inverted and [...]
June 2019
Spin-off Links – June 2019
June 2019 - Spin-off Links Spin-off Resources Interview: My Spin-off Investment Process How Do Spin-offs Perform? Why Do Spin-offs Outperform? Recently Announced Spin-offs On June 17 2019, AECOM (ACM), announced that it would be spinning off [...]