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:

  1. How do spin-offs benefit individual investors?
  2. How have spin-offs performed as an “asset class”?
  3. Why 2019 spin-offs underperformed.
  4. Why spin-offs usually start trading at low valuations.
  5. Why operational performance improves in most spin-offs.
  6. Comparing acquisitions to spin-offs.
  7. Thoughts on 2019 spin-offs, FOX and KTB
  8. Advice for investors looking to invest in spin-offs.