Podcast: An Under-the-Radar Japanese Spin-off Recently, I had the chance to discuss Hamee Corporation (TSE: 3134) with Evan Bleker of Event Driven Insights. Hamee Corporation will soon spin-off its high margin software business. In a nutshell, the setup looks interesting because: The company is 2 weeks away from breaking up into two separate companies [...]
Talking Spin-offs with James Early Last week, I had the opportunity to talk spin-offs with James Early. Here's what we covered: 1:09: My quick autobiography and how I got interested in spin-offs 3:31: Difference between spin-offs, split-offs, and equity carve outs 6:36: How do you know a good spin-off from a bad one? 12:49: [...]
Talking Spin-offs with Schroders The Value Perspective I recently had the opportunity to talk spin-offs with Juan Torres Rodriguez, host of The Value Perspective. I had a blast! Here's what we covered: 3:02: My Background 7:28: What is Special Situation Investing? 11:38: What are the main challenges of investing in special situations? 15:24: Special [...]
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 Investing 8:10: Forced Selling in Spin-offs 16:07: Analyzing Management Incentives 19:20: The Most Important Factors to Consider When Considering Investing [...]
[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 a spinoff is, and how they work? · Are there certain cycles or market cycles better for spinoffs? · How do companies [...]
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 convinced Jim Rogers (as in the business partner to George Soros) to come on his podcast. It was a ton [...]
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 lot of fun! What we covered: My background (0:57) Why I focus on spin-offs (1:49) What resources would I recommend [...]
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 or the spin-off Spin-offs I like today War stories (i.e. spin-off investing gone wrong!) I really enjoyed the conversation. Maj [...]
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 bottom of this page. I highly recommend his book which you can purchase here. Also, be sure to check out [...]
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 spin-offs performed as an "asset class"? Why 2019 spin-offs underperformed. Why spin-offs usually start trading at low valuations. Why operational [...]