Spin-off Links – June 2021
Spin-off Links - June 2021 The spin-off bonanza continues. As the global economy recovers, companies that had halted their spin-off plans are now moving forward with them. And new companies are announcing break up plans [...]
May 2021
Spin-off Links – May 2021
Spin-off Links - May 2021 New Spin-off Announcements AT&T Inc.(T) announced that it had reached a deal to spin off WarnerMedia (CNN, HBO, TNT, TBS, and Warner Bros. studio) and simultaneously merge it with Discovery [...]
Spin-offs with Insider Buying (May 2021)
Spin-offs with Insider Buying (May 2021) This month, we have three (two new names and one name we’ve highlighted before) spin-offs with notable insider buying. Let’s go in alphabetical order. Apartment Investment & Management (AIV) [...]
April 2021
Spin-off Links – April 2021
Spin-off Links - April 2021 Recently Announced Spin-offs Dell (DELL) announced last Wednesday that it plans to proceed with the spinoff of its 81% ownership of enterprise software maker, VMware, which it intends to complete [...]
March 2021
Insider Buying at Spin-offs (March 2021)
Spin-offs with Insider Buying (March 2021) This month, there has been a surprisingly large amount of insider buying. As usual, we will go in alphabetical order. Arconic Inc (ARNC) Arconic is a 2020 spin-off from [...]
Spin-off Links – March 2021
Spin-off Links - March 2021 There has been a ton of news in the spin-off world (both recent spins and new announcements) and I’ve been cranking out deep dives. It’s a weird time in the [...]
Why You Need to Use Twitter
Why You Need to Use Twitter I’ve wanted to write this article for a while. I delayed it time and again because I wanted to add more material. But I figure I will just publish [...]
February 2021
Insider Buying at Spin-offs (February 2021)
Spin-offs with Insider Buying (February 2021) This month, we saw some insider buying, but to be honest, there’s been more selling than buying. On the buying side, we will highlight Arlo Technologies (ARLO) and Dorchester [...]
Spin-off Links – February 2021
Spin-off Links - February 2021 Before we get into recent spin-off news, I just wanted to highlight that I’m offering a 25% off discount on annual subscriptions to my premium service until Friday, Feb 5 [...]
January 2021
Spin-offs with Insider Buying (January 2021)
Spin-offs with Insider Buying (January 2021) This week, we have some insider buying as well as some selling. Let’s go in alphabetical order… Arlo Technologies Arlo (ARLO) is a 2018 spin-off from Netgear (NTGR). Until [...]
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 [...]
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 [...]