The 40% Rule: How to Time Your Entry Into a Spin-Off
The 40% Rule: How to Time Your Entry Into a Spin-Off When a new spin-off hits the market, the first weeks are often defined by relentless, indiscriminate selling. Understanding how to identify when that selling [...]
April 2020
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 [...]
Expanding My Service to Include Special Situations
Since I launched my premium newsletter last year, a consistent point of feedback is that subscribers want more ideas. For a while, I had mixed feelings about this feedback. On the one hand, I get [...]
Chewy is 15% Overvalued
Chewy is 15% Overvalued Background A subscriber recently asked me what I thought of Chewy (CHWY) so I spent some time digging into it. It was a fun exercise in part because it’s the opposite [...]
Free Subscription to Our Newsletter
August Giveaway It's been a while since we've done a giveaway so.... We've decided to give away 5 annual subscriptions to the Stock Spin-off Investing Newsletter in August. Each subscription is a $419 [...]
July 2019
Spin-off Links – July 2019
Spin-off Links (July 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 [...]
The Yield Curve Is Still Inverted. Is a Recession Imminent?
The Yield Curve Is Still Inverted. Is a Recession Imminent? In the past year, a lot has been written about U.S. interest rates and 1) whether or not the yield curve is inverted and [...]
June 2019
Spin-off Links – June 2019
June 2019 - Spin-off Links Spin-off Resources Interview: My Spin-off Investment Process How Do Spin-offs Perform? Why Do Spin-offs Outperform? Recently Announced Spin-offs On June 17 2019, AECOM (ACM), announced that it would be spinning off [...]
CorePoint Lodging is Down 50% – Is it a Buy?
CorePoint Lodging is Down 50% - Is it a Buy? Background (courtesy of Yet Another Value Blog): La Quinta used to consist of two businesses: the La Quinta brand / franchise and the ownership of [...]
Why Do Spin-offs Outperform?
Why Do Spin-offs Outperform? While not every spin-off will outperform (I’ve learned this lesson the hard way), on average, they do quite well. See below for long-term performance of Bloomberg spin-off Index vs. the [...]
May 2019
Spin-off Links – May 2019
Spin-off Links - May 2019 Recent Members Only Research VF Corp - Kontoor Brands Spin-off Deep Dive Arlo - Good First Quarter Results DowDuPont - Initial Thoughts on DowDuPont’s Corteva Spin-off KAR Auction [...]
My Interview on Investing in Stock Spin-offs
My Interview on Investing in Stock Spin-offs Last week, I had the pleasure of speaking with Greggory Miller of Spin-off Investing Simplified. It was a great conversation and Gregg was kind enough to [...]
April 2019
Spin-off Links – April 2019
Spin-off Links - April 2019 Recent Members Only Research Alcon Spin-off Thoughts New Dow Spin-off Analysis Livent Spin-off Overview KAR Auction Services Spin-off (IAA) Deep Dive Recently Announced Spin-offs On March 25, 2019, [...]
March 2019
Spin-off Links – March 2019
Spin-off Links - March 2019 Recent Spin-offs On February 8, Henry Schein (HSIC) spun off its animal animal health business and then immediately merged it with Vet’s First Choice to create a new [...]
Eli Lilly / Elanco Animal Health: An Opportunity to Make $890 in a Week
LLY / Elanco Exchange Offer [This article was published to my premium subscribers last week, but I released it to the public to share the type of analysis that is available for premium subscribers.] [...]
February 2019
United Technologies – Spin-off Deep Dive
Summary On a sum-of-the-parts basis, UTX is currently undervalued by ~20%. While it will take time for the value to be unlocked, the stock looks attractive at current levels. The break-up is schedule to [...]