Podcast: Dominick D'Angelo on TopGolf Callaway (MODG) During this episode of SSOI podcast, I spoke with Dominick D'Angelo, Head of Research, of O’Keefe Stevens Advisory. Dominick shared his TopGolf Callaway (MODG) investment case. Here’s what we discussed: 1:55 Dom shares his background 4:35 O’Keefe Stevens Advisory’s approach to managing client assets 6:35 How O’Keefe [...]
Spin-off Links – November 2025 So far in 2025, there have been 11 new US spin-off announcements. Meanwhile 11 new spin-offs have started trading. Spin-offs have performed well in 2025, beating the S&P 500 by almost 200bps. Without further ado, let’s move on to the latest spin-off news…. Recent Spin-off Announcements Johnson & Johnson (JNJ) [...]
Podcast: Colin King and I Discuss NATL, AMVO, and SOLS During this episode of SSOI podcast, I spoke with Colin King of Circle City Capital. Colin runs Value Don’t Lie where he shares his highest conviction ideas. In this episode, Colin and I discuss NCR Atleos Corporation (NATL), Aumovio SE (AMVO), and Solstice (SOLS), Here’s what we discussed: 3:00 [...]