Off to Omaha
Off to Omaha This week, I’m heading to Omaha for the Berkshire Hathaway Annual Shareholders Meeting. I couldn’t be more excited. I’ve gone the past two years, and each time it’s been one of the [...]
October 2021
Spin-offs with Insider Buying – October 2021
Spin-offs with Insider Buying (October 2021) This week, we have a couple new names popping up on our list. Let’s dig right into them…. Apartment Investment & Management (AIV) I know I promised some new [...]
How to Short a Spin-off Before It Begins Trading
How to Short a Spin-off Before It Begins Trading I love spin-offs (shocker, I know). The main reason is that the indiscriminate selling pressure associated with spin-offs allows me to buy bargains. Why do [...]
Spin-off Links – October 2021
Spin-off Links - October 2021 Before we get into this month’s spin-off news I just wanted to highlight that I will be raising prices on my premium newsletter at the end of the month (October [...]
September 2021
Spin-offs with Insider Buying – September 2021
Spin-offs with Insider Buying (September 2021) In One Up on Wall Street, Peter Lynch wrote: [Spin-offs] are a fertile area for amateur investors…….A month or two after the spinoff is completed, you can check to [...]
August 2021
Spin-off Links – August 2021
Spin-off Links - August 2021 Before we get into this month’s spin-off news I just wanted to highlight some research I did on Thungela Resources. It is a spin-off from Anglo American, and at first [...]
Thungela Resources: Buy the Toxic Waste
Thungela Resources: Buy the Toxic Waste About a month ago, I recommended that my premium subscribers buy Thungela Resources, a coal spin-off from Algo American. Since then, I’ve made it my largest personal investment, and [...]
Spin-offs With Insider Buying – August 2021
Spin-offs with Insider Buying (August 2021) This month, we have a good amount of insider buying! Let’s go in alphabetical order. Armstrong Flooring (AFI) Armstrong Flooring is a name that I’ve followed for a while [...]
June 2021
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 [...]
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 [...]