Spin-offs with Insider Buying (August 2021) This month, we have a good amount of insider buying! Let’s go in alphabetical order. Armstrong Flooring (AFI) Armstrong Flooring is a name that I’ve followed for a while ever since it was spun out of Armstrong Worldwide. The company is in the midst of a turnaround. It recently [...]
Why You Need to Use Twitter I’ve wanted to write this article for a while. I delayed it time and again because I wanted to add more material. But I figure I will just publish this version, and then update the article over time. From 2006 to 2018, I worked at a large investment manager [...]
BBX Capital: A Dollar Selling for 30 Cents December 28, 2020 Ticker: BBXIA Market Cap: $94MM Enterprise Value: $40MM Price: $4.85 Fair Value: $7.50 Upside: 55% Background While I closely follow all stock spin-offs, I’m especially drawn to the tiny ones. They are too small for institutional investors (and most retail investors), and sometimes I [...]