3 Biggest Takeaways From Joel Greenblatt‘s Special Situation Class

3 Biggest Takeaways From Joel Greenblatt‘s Special Situation Class Joel Greenblatt‘s Special Situation Classes at Columbia University are a great source for practical investment advice. Today, we‘ll take a look at what he learned from different Spin-Off situations he discussed in his class. 1. Complicated, Messy, Obscure Joel Greenblatt focuses on situations that seem to [...]

Dividend As A Catalyst

Dividend As A Catalyst One of my favorite spin-off strategies is the "dividend as a catalyst" trade. Here's how it works: Identify a spin-off that will be indiscriminately sold, determine the expected dividend yield, wait to buy until 30% of shares out have traded and the stock is trading at attractive implied dividend yield, sell [...]

By |2022-03-30T17:40:08-04:00March 30th, 2022|Categories: Special Situations Playbook, Spin-off Analysis, Stock Spin-off Case Studies|Tags: , |1 Comment

Stock Spin-off Case Study: Nuvectra – Microcap Spin-off Trading Below Net Cash

Stock Spin-off Case Study: Nuvectra - Microcap Spin-off Trading Below Net Cash Overview On March 13, 2016, Integer (NYSE: ITGR), formerly known as Greatbatch, Inc, spun off its neuromodulation business, Nuvectra Corporation (Nasdaq: NVTR). Integer’s core business was outsourced medical device manufacturing. Nuvectra, which was known as QiG Group, was a small money [...]

By |2018-10-17T17:14:03-04:00October 17th, 2018|Categories: Stock Spin-off Case Studies|Tags: |0 Comments
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