Multiples Capital on MGM Resorts International (MGM) and Garrett Motion (GTX) Last week, I spoke to Ameya, the Founder of Multiples Capital. Ameya has become a good friend after we spent some time together at last year's Berkshire Hathaway annual meeting. His partnership is off to a great start. Since inception in 2022, Multiple Capital has generated [...]
Spin-offs with Insider Buying (January 2021) This week, we have some insider buying as well as some selling. Let’s go in alphabetical order… Arlo Technologies Arlo (ARLO) is a 2018 spin-off from Netgear (NTGR). Until recently, it has been an absolute disaster. It makes wireless cameras and has a loyal following. Competition is fierce with [...]
Spin-offs with Insider Buying (December 2020) Starting today, I will be publishing a monthly article looking at spin-offs with insider buying. Many great investors advocate investing in stock spin-offs including Peter Lynch. Here’s what Peter Lynch recommended in his book One Up on Wall Street: [Spin-offs] are a fertile area for amateur investors…….A month or [...]
Honeywell: Spin Offs Allow the Company to Focus on High Growth Areas This article is a guest contribution by Nathan Parsh of Sure Dividend. Sure Dividend helps investors build high quality income portfolios for retirement. Companies can spin off portions of its businesses for a variety of reasons. Perhaps a certain segment no [...]