Stock Spin-off Notes

Stock Spin-off NotesPhil Ryan2018-06-19T13:44:04-04:00

Rich Howe2020-10-19T19:57:30-04:00

<img width="300" height="214" src="https://stockspinoffinvesting.com/wp-content/uploads/2020/10/Will-Danoff-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image" alt="" />

Will Danoff Podcast Interview Notes

October 19, 2020

Rich Howe2020-10-15T21:11:51-04:00

<img width="300" height="214" alt="" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="300" height="214" alt="" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="300" height="214" alt="" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="300" height="214" alt="" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-lazyloaded="1" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIzMDAiIGhlaWdodD0iMjE0IiB2aWV3Qm94PSIwIDAgMzAwIDIxNCI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgZmlsbD0iI2NmZDRkYiIvPjwvc3ZnPg==" width="300" height="214" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image" alt="" /><noscript><img width="300" height="214" src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image" alt="" />

Exelon Potential Spin-off Notes

October 15, 2020

Rich Howe2020-10-15T16:19:59-04:00

<img width="300" height="214" alt="" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="300" height="214" alt="" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="300" height="214" alt="" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="300" height="214" alt="" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-lazyloaded="1" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIzMDAiIGhlaWdodD0iMjE0IiB2aWV3Qm94PSIwIDAgMzAwIDIxNCI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgZmlsbD0iI2NmZDRkYiIvPjwvc3ZnPg==" width="300" height="214" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image" alt="" /><noscript><img width="300" height="214" src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image" alt="" />

Front Yard Residential (RESI) Notes

October 15, 2020

Rich Howe2020-10-15T11:05:35-04:00

<img width="300" height="214" src="https://stockspinoffinvesting.com/wp-content/uploads/2020/10/Depositphotos_24802307_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image" alt="" />

Riviera Resources Call with Management (October 15, 2020)

October 15, 2020

Rich Howe2020-10-14T09:53:39-04:00

<img width="300" height="214" src="https://stockspinoffinvesting.com/wp-content/uploads/2020/10/Greenblatt-2-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image" alt="" />

Joel Greenblatt Podcast Interview Notes

October 13, 2020

Rich Howe2020-10-09T07:48:55-04:00

<img width="300" height="214" src="https://stockspinoffinvesting.com/wp-content/uploads/2020/10/Depositphotos_8874350_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image" alt="" />

Fortive Spin-Off, Vontier, Deep Dive

October 9, 2020

Rich Howe2020-10-15T19:06:18-04:00

<img width="300" height="214" alt="" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="300" height="214" alt="" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="300" height="214" alt="" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="300" height="214" alt="" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-lazyloaded="1" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIzMDAiIGhlaWdodD0iMjE0IiB2aWV3Qm94PSIwIDAgMzAwIDIxNCI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgZmlsbD0iI2NmZDRkYiIvPjwvc3ZnPg==" width="300" height="214" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image" alt="" /><noscript><img width="300" height="214" src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image" alt="" />

IBM Infrastructure Spin-off Notes

October 9, 2020

Rich Howe2020-10-08T16:13:29-04:00

<img width="300" height="214" alt="" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="300" height="214" alt="" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="300" height="214" alt="" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="300" height="214" alt="" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-lazyloaded="1" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIzMDAiIGhlaWdodD0iMjE0IiB2aWV3Qm94PSIwIDAgMzAwIDIxNCI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgZmlsbD0iI2NmZDRkYiIvPjwvc3ZnPg==" width="300" height="214" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image" alt="" /><noscript><img width="300" height="214" src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image" alt="" />

Thryv Holdings (THRY) Notes

October 8, 2020

Rich Howe2020-10-06T16:37:34-04:00

<img width="300" height="214" alt="" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="300" height="214" alt="" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="300" height="214" alt="" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="300" height="214" alt="" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-lazyloaded="1" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIzMDAiIGhlaWdodD0iMjE0IiB2aWV3Qm94PSIwIDAgMzAwIDIxNCI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgZmlsbD0iI2NmZDRkYiIvPjwvc3ZnPg==" width="300" height="214" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image" alt="" /><noscript><img width="300" height="214" src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image" alt="" />

MSGS/MSGE Notes

October 6, 2020

Rich Howe2020-10-05T16:48:19-04:00

<img width="300" height="214" alt="" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="300" height="214" alt="" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="300" height="214" alt="" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="300" height="214" alt="" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img data-lazyloaded="1" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIzMDAiIGhlaWdodD0iMjE0IiB2aWV3Qm94PSIwIDAgMzAwIDIxNCI+PHJlY3Qgd2lkdGg9IjEwMCUiIGhlaWdodD0iMTAwJSIgZmlsbD0iI2NmZDRkYiIvPjwvc3ZnPg==" width="300" height="214" data-src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image" alt="" /><noscript><img width="300" height="214" src="https://stockspinoffinvesting.com/wp-content/uploads/2020/09/Depositphotos_92506596_s-2019-300x214.jpg" class="attachment-portfolio-three size-portfolio-three wp-post-image" alt="" />

Interactive Group (IAC) Notes

October 5, 2020