Podcast: Podcast: Andrew Walker of Rangely Capital on Corporate Dark Arts and Lionsgate Studios (LION) I recently had the opportunity to speak with Andrew Walker of Rangeley Capital and Yet Another Value Blog about his Corporate Dark Arts series and his write-up on Lionsgate Studios (LION). I really enjoyed the conversation and hope you [...]
Podcast: Talking Media Stock with Simeon McMillan (STRZ, LION, WBD) During this episode of SSOI podcast, I spoke with Simeon McMillan of Accrued Interest. Simeon is a Columbia Value Investing program trained special sits investor with a background in media operations. In other words, he is the perfect person to talk to about media [...]
Spin-off Links - March 2025 So far in 2025, there have been 5 new US spin-off announcements. Meanwhile 3 new spin-offs have started trading. Spin-off stock performance was strong in 2024, but performance has turned over a bit in the last month. Without further ado, let’s move on to the latest spin-off news…. New Spin-off [...]
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 [...]