Podcast: Andrew Walker of Rangely Capital on Corporate Dark Arts and Lionsgate Studios (LION)
Podcast: Podcast: Andrew Walker of Rangely Capital on Corporate Dark Arts and Lionsgate Studios (LION) I recently had the opportunity to speak with Andrew Walker of Rangeley Capital and Yet Another Value Blog about [...]
March 2023
Warren Buffett and Spin-offs
Warren Buffett and Spin-offs Warren Buffett, the world’s greatest investor, has a complicated history with spin-offs.On the one hand, he’s made a lot of money investing in them.But he would never spin off a Berkshire subsidiary [...]
Spin-offs with Insider Buying (March 2023)
Spin-offs with Insider Buying (March 2022) I recently scanned my spin-off / special sits watch list for insider buying and found 7 stocks that are worth highlighting. Let’s go in alphabetical order… Altisource (ASPS) [...]
Talking Spin-offs with Value Investor Chatter
Talking Spin-offs with Value Investor Chatter Last week, I had the opportunity to talk spin-offs with Beko Jang on the Value Investor Chatter Podcast. Here's what we covered: 5:01: Exploring the Benefits of Spin-off [...]
February 2023
How to Invest in Biotech (without being a specialist)
How to Invest in Biotech (without being a specialist) I know many investors who don’t invest in certain sectors because they require specialized expertise. A few of the most common examples: Financials Energy Biotech [...]
Spin-off Links – February 2023
Spin-off Links - February 2023 Lot’s going on in the spin-off world. Let’s get right into it… Recently Announced Spin-offs Baxter (BAX) announced on January 6 that it plans to spin off its Renal [...]
January 2023
The Strategy John Malone Uses to Generate Income
The Strategy John Malone Uses to Generate Income John Malone is one of the best operators and investors in the world. He is profiled in value investing cult favorite The Outsiders. Malone is best [...]
November 2022
[Podcast] Stock Spin-off Investing for Beginners
[Podcast] Stock Spin-off Investing for Beginners I recently had the opportunity to talk with the guys from The Investing for Beginners Podcast. It was a blast! Here's what we covered: · How would Rich explain what [...]
2seventy bio: A Double With Downside Protection
2seventy bio: A Double with Downside Protection The biotech market is in a bear market and it’s been that way for a while. XBI, the leading biotech ETF, is down 53% from its peak in [...]
Spin-offs with Insider Buying (November 2022)
Spin-offs with Insider Buying (November 2022) I recently scanned my spin-off watch list for insider buying and found 4 stocks that are worth highlighting. Let’s go in alphabetical order… Conduent (CNDT) Conduent is a business [...]
October 2022
Spin-off Links – October 2022
Spin-off Links - October 2022 There has been a TON of spin-off activity. And valuations generally look quite attractive. I don’t know when the bear market will end, but I do know I’m seeing a [...]
The BEST Bull Spread Option Strategy to Use – Part 2
The BEST Bull Spread Option Strategy to Use Part 2 Part 2 of 5 Part Series Option Spreads Comparison Part I – Full Explanation of Both Types of Bull Spreads Part II – The Best [...]
September 2022
The BEST Bull Spread Option Strategy to Use
The BEST Bull Spread Option Strategy to Use Option Spreads Explained – Four Part Series Part I – Explanation of Both Types of Bull Spreads Part II – The Best Bull Spread Option Strategy? Part [...]
Market Champions Podcast
Market Champions Podcast I recently had the opportunity to speak with Srivatsan Prakash on his podcast. Fun fact about Srivatsan: He's been podcasting since 2019 but is only 18!! Fun fact #2: He [...]
August 2022
6 Rules for Options Success
6 Rules for Options Success In a few weeks, we are going to launch an options advisory service. I’m extremely excited to have partnered with Bruce Harper, an options expert, to lead the advisory. Bruce [...]
Learn This BEFORE You Start Trading Options
Learn This BEFORE You Start Trading Options When it comes to options trading, there’s literally an ocean of disparities in what different traders bring in terms of their technical, theoretical and practical knowledge. Because there [...]
July 2022
How Long Will the Bear Market Last
How Long Will the Bear Market Last The U.S stock market has been brutal in 2022. Through the first two quarters of the year, the S&P 500 is down 20%. While the market is up [...]
10 Rules for Spin-off Success
10 Rules for Spin-off Success I've been investing in spin-offs for the past 15 years and have learned many lessons. How'd I learn them? Mainly, the hard way! But today I'm sharing those lessons [...]
June 2022
Buffett On Inflation Over The Last 50 Years
Buffett On Inflation Over The Last 50 Years There have been four key times when Warren Buffett has given his insights on inflation in Berkshire Hathaway's annual reports since the 70s. 1979 - After [...]
Buy NexPoint Diversified (NXDT)
Buy NexPoint Diversified (NXDT) NexPoint Diversified REIT Investment Case June 15, 2022 Ticker: NXDT Price: $15.23 Market Cap: $565MM Price Target: $25 Upside: +64% Summary: NexPoint (NXDT) is a closed end fund that is transitioning [...]
Spin-off Links – June 2022
There has been a lot of spin-off news since my last “spin-off links” article… But before we dive into it I just want to highlight that I just published a new idea. Usually I look [...]
May 2022
Spin-offs In The 1950s
Spin-offs In The 1950s Maurece Schiller was one of the first investors to write about special situations investing. In 1959, he wrote the book “How to Profit from Special Situations in the Stock Market”. After [...]
Value Investing Q&A Series – Brown University
Value Investing Q&A Series - Brown University Earlier this year, I had the opportunity to talk about spin-offs (and answer questions) with members of the Value Investing community at Brown University. It was a [...]
April 2022
How Peter Lynch Beat The Market
How Peter Lynch Beat The Market Peter Lynch is known as one of the best stock pickers of all time. At Fidelity’s Magellan Fund, he averaged an astonishing 27.9% return over the course of [...]
3 Biggest Takeaways From Joel Greenblatt‘s Special Situation Class
3 Biggest Takeaways From Joel Greenblatt‘s Special Situation Class Joel Greenblatt‘s Special Situation Classes at Columbia University are a great source for practical investment advice. Today, we‘ll take a look at what he learned from [...]
Capitalizing On Volatility In Recent Spin-Offs
Capitalizing On Volatility In Recent Spin-Offs Volatility is always high for recent spin-offs. You can take advantage of that by "selling volatility" in the options market. First, let's step back and cover how options are [...]
March 2022
Dividend As A Catalyst
Dividend As A Catalyst One of my favorite spin-off strategies is the "dividend as a catalyst" trade. Here's how it works: Identify a spin-off that will be indiscriminately sold, determine the expected dividend yield, wait [...]
Tax Rate Arbitrage
Tax Rate Arbitrage One of my favorite new categories of special situations is "tax rate" arbitrage. Here's an example. Let's assume company XYZ is trading at $10 and will be paying a special dividend of [...]
Spin-off Links – March 2022
Spin-off Links - March 2022 2022 spin-off activity is off to a strong start. But before we get into it, I just wanted to highlight that I published a deep dive of ZimmerBiomet (ZBH)’s recent [...]
December 2021
Spin-off Links – December 2021
Spin-off Links - December 2021 There has been a TON of spin-off activity. New spin-off announcements, recent spin-offs trading, upcoming spin-offs - you name it, we got it.. Let’s get into it. New Spin-off Announcements [...]
November 2021
How I Grew My Paid Newsletter to Over $114K of Recurring Revenue
How I Grew My Paid Newsletter to Over $114K of Recurring Revenue 3 years after quitting my job and launching a paid newsletter, I can say, this is for real. 330 paying members +65% y/y [...]