Spin-off Links

Spin-off Links – October 2023

Spin-off Links - October 2023 There has been a TON of spin-off activity. Let’s get right into it…. New Spin-off Announcements On September 21, 2023, W. P. Carey (WPC) announced that it will exit the office assets within its portfolio. It will sell 87 office properties and put another 59 into a new company which [...]

By |2023-10-05T12:12:59-04:00October 5th, 2023|Categories: Spin-off Links|Tags: , , , , , , |1 Comment

Spin-offs Links – May 2023

Spin-offs Links - May 2023 It’s been a busy five months in the spin-off world. Let’s get right into it…. Recently Announced Spin-offs On May 18, 2023, Alibaba (BABA) announced that it will be spinning off its Cloud Intelligence Group in the next 12 months. This follows the company’s March 28 announcement of a large [...]

By |2023-05-26T16:32:54-04:00May 26th, 2023|Categories: Spin-off Links|Tags: , , , , , , , , , , |0 Comments

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 Care and Acute Therapies global business units into an independent company within 12-18 months. Here’s Baxter’s slide deck with additional [...]

By |2023-02-08T22:06:12-05:00February 8th, 2023|Categories: Spin-off Links|Tags: , , , , , , , , , , |0 Comments

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 ton of value from a bottom up perspective. Before we get into the spin-off news, I want to share some [...]

By |2022-10-26T11:39:33-04:00October 26th, 2022|Categories: Spin-off Links|Tags: , , , , , , , , |0 Comments

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 for obscure, hidden opportunities, but my latest recommendation is a large cap that is too cheap to ignore. It’s a [...]

By |2022-06-02T11:50:32-04:00June 2nd, 2022|Categories: Spin-off Links, Uncategorized|Tags: , , , , , , , , |0 Comments

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 spinal/dental spin-off, ZimVie (ZIMV) for premium subscribers. ZimVie Deep Dive In the coming weeks, I will publish deep dives on [...]

By |2022-03-23T13:25:40-04:00March 10th, 2022|Categories: Spin-off Links|Tags: , , , , |0 Comments

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 see if there is heavy insider buying among the new officers and directors. This will confirm that they, too, believe [...]

By |2021-09-22T12:36:07-04:00September 22nd, 2021|Categories: Spin-off Links|Tags: , , , , , |0 Comments

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 blush, looks unappealing. However, if you dig beneath the surface, it gets a lot more interesting. In short, it’s crazy [...]

By |2021-08-25T10:23:40-04:00August 25th, 2021|Categories: Spin-off Links|Tags: , , , |0 Comments

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 in the never ending quest to create value. As a result, we are staying super busy. While it’s hard to [...]

By |2021-06-30T05:46:39-04:00June 30th, 2021|Categories: Spin-off Links|Tags: , , , |0 Comments

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 Inc. (DISCA), creating a new publicly traded company. The move comes just three years after AT&T’s creation of WarnerMedia through [...]

By |2021-05-26T16:41:02-04:00May 26th, 2021|Categories: Spin-off Links|Tags: , , , , , , , , , , |0 Comments

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 in the fourth quarter of 2021. The announcement should not come as a surprise as the company said in July [...]

By |2021-04-21T11:12:20-04:00April 21st, 2021|Categories: Spin-off Links|Tags: , , , , , , , |0 Comments

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 market. There are definite areas of froth (SPACs, EV companies, meme stocks, etc.), but at the same time, I’m finding [...]

By |2021-03-04T11:17:41-05:00March 4th, 2021|Categories: Spin-off Links|Tags: , , , |0 Comments

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 at 5pm ET.  Enter code “save25” at checkout if the code doesn’t automatically populate. Sign up here!  Now is a [...]

By |2021-02-03T10:25:42-05:00February 3rd, 2021|Categories: Spin-off Links|Tags: , , , , , |0 Comments

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 is considering an IPO, spin-off, merger, or sale. The home health and hospice business accounts for 24% of 2019 revenues. [...]

By |2021-01-07T10:54:59-05:00January 7th, 2021|Categories: Spin-off Links|Tags: , , , , , , |2 Comments

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 given the company is trading at a discount. Management believes that by spinning-off the logistics segment, the structure of the [...]

By |2020-12-10T08:55:34-05:00December 10th, 2020|Categories: Spin-off Links, Spin-off Market|0 Comments

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 expected to be completed by the end of the year. Progressive Leasing is Aaron’s division which partners with third party [...]

By |2020-08-31T10:51:41-04:00August 31st, 2020|Categories: Spin-off Links|0 Comments

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 12, 2020 at 5pm ET. Recently Announced Spin-offs On March 16, 2020, Sharp Corporation (SHCAY), announced that it would be [...]

By |2020-06-07T13:21:56-04:00June 7th, 2020|Categories: Spin-off Links|0 Comments

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 Arconic Spin-off Deep Dive Howmet Aerospace Deep Dive Recently Announced Spin-offs On February 24, 2020, Sanofi (SNY) announced that it will [...]

By |2020-04-14T09:24:41-04:00April 14th, 2020|Categories: Spin-off Links|0 Comments

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, Sanofi (SNY) announced that it will be spinning off its active pharmaceutical ingredient (API) manufacturing business through an IPO in 2022. [...]

By |2020-04-14T09:20:01-04:00March 6th, 2020|Categories: Spin-off Links|0 Comments

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 cold already getting to you? Come to the Moneyshow conference in Orlando! I will be giving a presentation on spin-offs. [...]

By |2020-01-31T09:48:02-05:00January 31st, 2020|Categories: Spin-off Links|1 Comment

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 interviewed on Macro Ops. Check it out here. I really enjoyed talking with Brandon (the host) about the origins of [...]

By |2019-12-17T17:26:47-05:00December 17th, 2019|Categories: Spin-off Links|0 Comments

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 Announced Spin-offs On October 31, 2019, Marathon Petroleum Corp (MPC) announced that it will spin off its retail gas station business, Speedway, [...]

By |2019-11-05T11:50:42-05:00November 5th, 2019|Categories: Spin-off Links|0 Comments

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 Dive Kontoor Brands - Deep Dive   Recently Announced Spin-offs On September 3, 2019, CNH Industrial (CNHI), a global industrial [...]

By |2019-09-24T12:08:07-04:00September 24th, 2019|Categories: Spin-off Links|0 Comments

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 Insurance Auto Auctions - Deep Dive August 2019 - Spin-off Links Recently Announced Spin-offs On July 29, 2019, Pfizer (PFE), [...]

By |2019-08-29T13:12:54-04:00August 29th, 2019|Categories: Spin-off Links|0 Comments

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 from Meeting with Management Insurance Auto Auctions - Deep Dive Recently Announced Spin-offs On July 17, 2019, Ardagh Group (ARD), [...]

By |2019-07-25T10:11:23-04:00July 25th, 2019|Categories: Spin-off Links|0 Comments

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 its government management services business. The division generates ~$4BN in revenue which represents ~27% of total ACM revenue. The remaining [...]

By |2019-06-26T15:49:18-04:00June 26th, 2019|Categories: Spin-off Links|0 Comments

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 Services - Spin-off (IAA) Deep Dive Spin-off Resources An interview where I discuss my best and worst spin-off investments as [...]

By |2019-05-28T10:39:41-04:00May 28th, 2019|Categories: Spin-off Links|0 Comments

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, Naspers (NPSNY) announced that it will be spinning off its stake in Tencent (TCEHY) and other internet assets by the [...]

By |2019-04-29T10:51:21-04:00April 29th, 2019|Categories: Spin-off Links|0 Comments

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 company called Covetrus (CVET). The stock opened at $41 and has declined to $33.69. It’s still expensive trading at 19.2x [...]

By |2019-03-11T15:58:50-04:00March 11th, 2019|Categories: Spin-off Links|0 Comments

Spin-off Links – January 2019

Stock Spin-off Links Update on Premium Service For a limited time, we are offering a 7 day free trial. Take advantage today as this opportunity will expire on Thursday, January 31. Stock spin-off recommendations published on the site have generated a 50.0% return versus the S&P 500 at 14.9% over the same time [...]

By |2019-01-28T23:28:27-05:00January 28th, 2019|Categories: Spin-off Links|0 Comments
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