Kris Rymer (Good Harbor Stocks) on Amentum (AMTM) and Magnera (MAGN) I had the chance to interview Kris Rymer of Good Harbor Stocks on my podcast last week. During the episode, Kris shares his background and then dives deeply into Amentum (AMTM) and Magnera (MAGN). We then cover questions about Millrose (MLP), Net Lease [...]
Kingdom Capital Talks Spin-offs (NLOP, CURB, and MAGN) and Street Hockey This week, I had the pleasure of interviewing David Bastian of Kingdom Capital on the Stock Spin-off Investing Podcast. David and his partner have generated 25.69% annualized returns since launching the fund ~3 years ago. And relied heavily on spin-offs and other special situations to [...]
Spin-off Links - October 2023 There has been a TON of spin-off activity. Let’s get right into it…. New Spin-off Announcements On September 21, 2023, W. P. Carey (WPC) announced that it will exit the office assets within its portfolio. It will sell 87 office properties and put another 59 into a new company which [...]