Here are the links I’m following in the stock spinoff and beyond world: Hamilton Beach Spinoff - Nacco Industries (Ticker: NC) spinoff Hamilton Beach (Ticker: HBB) began regular way trading on Friday, September 29th. Clark Street Value did a great job summarizing the situation. Check out his work here. Delphi: Analyzing the Upcoming Spin-off- Very [...]
Investing in Special Situations Podcast Episode – This is an episode from the Planet Microcap. The host interviews Mark Vanderwell, a full time special situations investor and member of Micro Cap Club. Mark dives into spinoffs, rights offerings, and other special situations. I found Mark’s insights into rights offerings super interesting/helpful. Nuvectra Written up on [...]
Versum Materials Spinoff – Versum (VSM) is the recent spinoff of APD, VSM focuses on specialty gases, specialty chemicals, and services and equipment to the electronics industry. There has been some insider buying of late which is always good to see. However, I don’t think the stock looks that interesting. First of all, it trades [...]
Hilton Spinoff - Clark Street Value does a nice job summarizing the Hilton Spinoff. At this point, he doesn’t see upside in shares, but his estimate of the expected value of each division is super helpful ahead of the split. TGNA Spinoff - Very interesting Seeking Alpha article on Tegna’s proposed spinoff of cars.com which [...]