Podcast: Kristoffer Lindström of Lind Research on Coffee Stain (COFFEEB) I recently had the opportunity to speak with Kristoffer Lindstrom of Lind Research on Coffee Stain. Kristoffer is an expert in the Nordic Gaming industry (both sell side and industry) and has high conviction in his investment thesis on Coffee Stain. I really enjoyed [...]
Podcast: Why Ron Nussbaum Sees Value in Comcast's (CMCSA) Breakup I recently had the opportunity to speak with Ron Nussbaum of Maverick Value about his high conviction investment thesis on Comcast (CMCSA). Comcast just announced it's breaking up and will spin-off NBC Universal within 12 months. Ron believes this spin-off will crystallize value. I [...]
Podcast: Podcast: Andrew Walker of Rangely Capital on Corporate Dark Arts and Lionsgate Studios (LION) I recently had the opportunity to speak with Andrew Walker of Rangeley Capital and Yet Another Value Blog about his Corporate Dark Arts series and his write-up on Lionsgate Studios (LION). I really enjoyed the conversation and hope you [...]
Podcast: Chris Waller of Plural Investing and Hidden Gem Investing I recently had the opportunity to speak with Chris Waller of Plural Investing and Hidden Gem Investing about two recent spin-offs: GCI Liberty (GLIBK) and Seaport Entertainment (SEG). Both situations feature strong investor alignment with well-known investors and have recently completed rights offerings (as [...]
Podcast: Dominick D'Angelo on TopGolf Callaway (MODG) During this episode of SSOI podcast, I spoke with Dominick D'Angelo, Head of Research, of O’Keefe Stevens Advisory. Dominick shared his TopGolf Callaway (MODG) investment case. Here’s what we discussed: 1:55 Dom shares his background 4:35 O’Keefe Stevens Advisory’s approach to managing client assets 6:35 How O’Keefe [...]
Podcast: Colin King and I Discuss NATL, AMVO, and SOLS During this episode of SSOI podcast, I spoke with Colin King of Circle City Capital. Colin runs Value Don’t Lie where he shares his highest conviction ideas. In this episode, Colin and I discuss NCR Atleos Corporation (NATL), Aumovio SE (AMVO), and Solstice (SOLS), Here’s what we discussed: 3:00 [...]
Podcast: Cayucos Capital on Valterra Platinum On this episode of the Stock Spin-off Investing Podcast, I interview Dom St. George of Cayucos Capital. Dom has 15 years of experience investing in emerging markets. Today he shares his investment case on recent spin-off, Valterra Platinum. You can follow Dom on X here and subscribe to his substack [...]
Round 2 with Circle City Capital (HAVAS, IAC, ANGI SNRE, RHLD, VYX) During the episode, we welcome back Colin King of Circle City Capital. Instead of just diving deep into one spin-off situation, Colin and I share which spins look particularly interesting today. 1:20 – Rich explains why IAC Inc (IAC) is particularly interesting today. 3:35 – IAC’s imminent [...]
Kris Rymer (Good Harbor Stocks) on Amentum (AMTM) and Magnera (MAGN) I had the chance to interview Kris Rymer of Good Harbor Stocks on my podcast last week. During the episode, Kris shares his background and then dives deeply into Amentum (AMTM) and Magnera (MAGN). We then cover questions about Millrose (MLP), Net Lease [...]
Peter Smith (Palm Harbour Capital) on International Gaming Technology (IGT) In this episode, I talk with Peter Smith of Palm Harbour Capital. Peter shares his background and then dives deeply into International Gaming Technologies (ITG). In a nutshell, IGT is interesting because it has agreed to sell its Gaming & Digital business to Apollo. [...]
Multiples Capital on MGM Resorts International (MGM) and Garrett Motion (GTX) Last week, I spoke to Ameya, the Founder of Multiples Capital. Ameya has become a good friend after we spent some time together at last year's Berkshire Hathaway annual meeting. His partnership is off to a great start. Since inception in 2022, Multiple Capital has generated [...]
Colin King of Circle City Group Capital Talks Building a $28MM Holding Co and Magnera (MAGN), a Recent Spin-off. Last week, I finally got to speak to Colin King of Circle City Capital Group. Colin and I have exchanged emails and DMs for years, and so I was really looking forward to our conversation. [...]
Derek Pilecki of Gator Capital Discusses His Approach to Investing in Financial Spin-offs I loved having the opportunity to talk to Derek Pilecki of Gator Capital about his approach to investing in spin-offs. Derek’s hedge fund has compounded at 20.99% since inception on July 1, 2008. You can request to receive his quarterly letters [...]
Kingdom Capital Talks Spin-offs (NLOP, CURB, and MAGN) and Street Hockey This week, I had the pleasure of interviewing David Bastian of Kingdom Capital on the Stock Spin-off Investing Podcast. David and his partner have generated 25.69% annualized returns since launching the fund ~3 years ago. And relied heavily on spin-offs and other special situations to [...]