Christian Ryther of Curreen Capital Talks EHAB, MRP, HAVAS and More This week, I had the chance to talk to Christian Ryther of Curreen Capital. Christian starts off by sharing his experience at Columbia Business School in the Value Investing program, and also how he managed to finish second in a 100 mile race. [...]
3 Spin-offs that Will Benefit from a Trump Presidency If you are on Twitter/X, I’m sure you’ve seen the “election cheat sheets.” Here’s one from Wolfe Research: One theme that I didn’t see mentioned on many “cheat sheets” was Mergers and Acquisitions Federal Trade Commission Chair Lina Khan has been notoriously stingy about approving acquisitions. [...]
3 Spin-offs with Insider Buying One factor that I closely follow in the spin-off universe is insider buying. Here’s what Peter Lynch wrote about insiders and spin-offs in One Up on Wall Street: [Spin-offs] are a fertile area for amateur investors…….A month or two after the spinoff is completed, you can check to see if [...]
Spin-offs with Insider Buying (November 2022) I recently scanned my spin-off watch list for insider buying and found 4 stocks that are worth highlighting. Let’s go in alphabetical order… Conduent (CNDT) Conduent is a business processes outsourcing company that was spun off from Xerox in 2016. It hasn’t had much success as a public company… [...]