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 performance improves in most spin-offs.
- Comparing acquisitions to spin-offs.
- Thoughts on 2019 spin-offs, FOX and KTB
- Advice for investors looking to invest in spin-offs.