Podcast: Chris Waller of Plural Investing and Hidden Gem Investing I recently had the opportunity to speak with Chris Waller of Plural Investing and Hidden Gem Investing about two recent spin-offs: GCI Liberty (GLIBK) and Seaport Entertainment (SEG). Both situations feature strong investor alignment with well-known investors and have recently completed rights offerings (as [...]
How to Profit from “Demerger Arbitrage” One popular special situation category is merger arbitrage. In merger arbitrage, an investor buys the stock of a company that is in the process of being acquired. The investor profits when the acquisition closes. Let’s take a recent example. On September 5, 2024, Verizon (VZ) announced that it has [...]
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 [...]