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Vivendi Spin-off (Universal Music) Notes

Rich Howe2021-08-26T14:29:25-04:00

August 26, 2021

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Rich HoweFollow

I research spinoffs. The avg return from my recommendations is +25.5% (+10% vs. S&P500) with avg holding period of ~12 months | more info 👇

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WatersTechnology @WatersTech·

Investor interest in trading private company stock is exploding. @MaxBowie investigates new initiatives like @VueApe that aim to bridge the data gap.

https://hubs.li/Q012cfHL0

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Rich Howe @stockspinoffss·

Really enjoyed this piece.

What were ‘21 goals and how did you do?

For body comp goal, I would highly recommend a coach. The accountability really helps

Would love thread on how premium is going (subs, ARR). It would be inspirational to newsletter authors just starting out.

Andrew Walker@AndrewRangeley

The YAV "empire" in 2022: plans and goals

https://yetanothervalueblog.substack.com/p/the-yav-empire-in-2022-plans-and

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Rich Howe @stockspinoffss·

This is brilliant. Have stopped reading Howard marks essays because they are so long and they come out so often.

Now i can just read the summary to determine if the whole memo is worth reading!

Daniel@MnkeDaniel

Today, Howard Marks released a new Memo, “Selling Out.”

Here’s a quick “all you need to know” summary👇🏼

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Rich Howe @stockspinoffss·

congrats Nick!

Nicholas Fusco@TheFuscoKid

We got picked up by Bloomberg!

https://www.bloomberg.com/press-releases/2022-01-13/first-daily-pricing-data-service-for-pre-ipo-stocks-launched-by-apevue

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Rich Howe @stockspinoffss·

Tomorrow at 9:30am, I will publish my latest premium idea.

Last 3⃣ ideas:

Thungela (July '21): +96%

Jackson Financial (Sept '21): +87%

ECN Capital (November '21): +25%

Whoever guesses the idea gets a free subscription to my service ($629 value)

Here are a couple hints 👇

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