Podcast: My "Dividend as a Catalyst" Playbook This podcast episode is a little different. It is just me recording (usually I have a guest!). Here's what I cover: 1:15 - What is the "Dividend as a Catalyst" Playbook 2:30 - Case Study #1 : Kontoor Brands (KTB) 6:20 - Case Study #2: Jackson Financial [...]
Round 2 with Circle City Capital (HAVAS, IAC, ANGI SNRE, RHLD, VYX) During the episode, we welcome back Colin King of Circle City Capital. Instead of just diving deep into one spin-off situation, Colin and I share which spins look particularly interesting today. 1:20 – Rich explains why IAC Inc (IAC) is particularly interesting today. 3:35 – IAC’s imminent [...]
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. [...]