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 [...]
March 2021
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 [...]
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 [...]