Talking Spin-offs with Value Investor Chatter

Last week, I had the opportunity to talk spin-offs with Beko Jang on the Value Investor Chatter Podcast.

Here’s what we covered:

5:01: Exploring the Benefits of Spin-off Investing

8:10: Forced Selling in Spin-offs

16:07: Analyzing Management Incentives

19:20: The Most Important Factors to Consider When Considering Investing

27:17: Why IAC is a “Spin-off Machine”

46:01: Unit Corp, a Compelling Opportunity

Enjoy!