Spin-off Mailbag: How do you get in touch with Investor Relations
Spin-off Mailbag: How do you get in touch with Investor Relations? One of the reasons that I love investing in small and micro-cap companies is that generally it’s easy to get in touch with management [...]
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 [...]
Why You Should Invest in NLSN
Why You Should Invest in NLSN This article was written by Charlie Waters. Charlie has been in the online content world for over 25 years as a freelance writer, covering a wide variety of topics. [...]
August 2020
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 [...]
December 2019
Spin-off Links – December 2019
Spin-off Links - December 2019 Odds and Ends We are running a Friends and Family sale through December 23rd. The code "FandF" will get you 25% of an annual subscription. Sign up here! I was [...]
November 2019
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 [...]