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 Office Properties (NLOP) and others.

00:45 – Kris shares his background and experience buying and selling a small business
2:00 – Finance and entrepreneurship runs in Kris’ family
4:55 – How Kris evaluates a spin-off
8:45 – Why spin-offs are a great starting place for a new investor
9:40 – Why Amentum (AMTM) looks interesting today
12:35 – What has driven the weakness in the stock?
18:45 – What impact will DOGE have on AMTM?
23:25 – What is fair value for Amentum?
26:10 – How much of an overhang is PE ownership?
28:00 – Magnera (MAGN) overview
34:15 – Margin expansion potential at Magnera
35:15 – Magnera risks
41:00 – Magnera sell side estimates are conservative
44:30 – Thoughts on upcoming Millrose spin-off?
51:25 – What is your favorite spin-off situation on the horizon?
57:25 – How to get in touch with Kris

You can learn more about Safe Harbor Stocks here. You can follow Kris on X here.

You can watch our conversation on YouTube here.

Or you can listen on Spotify here or on Apple here.