Stock Spin-off Resources

The Basics

What is a stock spin-off?

This guide defines a spin-off and walks through an example to illustrate the mechanics of a stock spin-off.

How do spin-offs perform?

This guide summarizes the research on stock spin-offs from both academics and practitioners.

Why do stock spin-offs outperform?

This guide explains why stock spin-offs outperform. After reading it, you will understand why the stock spin-off market is inefficient (and why that’s unlikely to change).

COMING SOON

Where can I find a list of upcoming stock spin-offs?

Luckily for you, we have a calendar that lists all US stock spin-offs. If you want to monitor the spin-off market on your own, I suggest setting up google alerts. In this article, I walk through how to do it.

Stock Spin-off Case Studies

Nuvectra: A Microcap Spin-off Trading Below Net Cash

In this case study, we explore Nuvectra, a med device spin-off that returned over 400% since it bottomed.

Additional Stock Spin-off Articles and Research

Non Spin-off Resources

Berkshire Hathaway Letter to Shareholders

The annual letters from Warren Buffet are a must-ready, even if you do not own Berkshire Hathaway stock. Incredibly clear, insightful writing from the best investor of all time.

Howard Marks Memos

Marks’ memos are a must read. They generally are published once a quarter. Warren Buffet once said, “”When I see memos from Howard Marks in my mail, they’re the first thing I open and read.”

Insider Monitor

This a great free resource that provides the latest insider trading data. Highly recommend.

Sure Dividend

Sure Dividend is a great resource if you want to build a high quality dividend stock portfolio. They have a ton of free stuff available included a complete list of S&P 500 stocks with all the relevant metrics (S&P Weight, Dividend Yield, PE, PB, etc.) You can check it out here.