{"id":13263,"date":"2023-08-07T16:09:57","date_gmt":"2023-08-07T20:09:57","guid":{"rendered":"https:\/\/stockspinoffinvesting.com\/?p=13263"},"modified":"2023-08-07T17:06:15","modified_gmt":"2023-08-07T21:06:15","slug":"talking-spin-offs-with-schroders-the-value-perspective","status":"publish","type":"post","link":"https:\/\/stockspinoffinvesting.com\/talking-spin-offs-with-schroders-the-value-perspective\/","title":{"rendered":"Talking Spin-offs with Schroders The Value Perspective"},"content":{"rendered":"<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:1352px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:1.92%;--awb-margin-bottom-large:0px;--awb-spacing-left-large:1.92%;--awb-width-medium:100%;--awb-spacing-right-medium:1.92%;--awb-spacing-left-medium:1.92%;--awb-width-small:100%;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-text fusion-text-1\"><h2>Talking Spin-offs with Schroders The Value Perspective<\/h2>\n<p>I recently had the opportunity to talk spin-offs with Juan Torres Rodriguez, host of The Value Perspective.<\/p>\n<p>I had a blast!<\/p>\n<p>Here&#8217;s what we covered:<\/p>\n<ul>\n<li>3:02: My Background<\/li>\n<li>7:28: What is Special Situation Investing?<\/li>\n<li>11:38: What are the main challenges of investing in special situations?<\/li>\n<li>15:24: Special situation investing has been around for 50 years. Why is it still underfollowed?<\/li>\n<li>21:40: Which behavioral biases are relevant for spin-offs and special situation investing?<\/li>\n<li>26:22: Many people say that if you know a catalyst, it&#8217;s already priced in. But that&#8217;s not usually the case in special situations. Why is that?<\/li>\n<li>31:27: Why have spin-offs historically been great sources of opportunity?<\/li>\n<li>37:17: Do you invest in spin-offs outside the U.S? What are some examples of profitable international spin-offs?<\/li>\n<li>43:43: What book would you recommend (caveat: I couldn&#8217;t recommend any book written by Joel Greenblatt)?<\/li>\n<\/ul>\n<p>Listen to the <a href=\"https:\/\/podcasts.apple.com\/gb\/podcast\/the-value-perspective-with-rich-howe\/id1522262586?i=1000622111691\" target=\"_blank\" rel=\"noopener\" data-cke-saved-href=\"https:\/\/podcasts.apple.com\/gb\/podcast\/the-value-perspective-with-rich-howe\/id1522262586?i=1000622111691\">full episode here<\/a>.<\/p>\n<p>Let me know what you think!<\/p>\n<\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":9088,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"publish_to_discourse":"0","publish_post_category":"0","wpdc_auto_publish_overridden":"","wpdc_topic_tags":"","wpdc_pin_topic":"","wpdc_pin_until":"","discourse_post_id":"","discourse_permalink":"","wpdc_publishing_response":"","wpdc_publishing_error":"","footnotes":""},"categories":[133,9],"tags":[],"_links":{"self":[{"href":"https:\/\/stockspinoffinvesting.com\/wp-json\/wp\/v2\/posts\/13263"}],"collection":[{"href":"https:\/\/stockspinoffinvesting.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stockspinoffinvesting.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stockspinoffinvesting.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/stockspinoffinvesting.com\/wp-json\/wp\/v2\/comments?post=13263"}],"version-history":[{"count":0,"href":"https:\/\/stockspinoffinvesting.com\/wp-json\/wp\/v2\/posts\/13263\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/stockspinoffinvesting.com\/wp-json\/wp\/v2\/media\/9088"}],"wp:attachment":[{"href":"https:\/\/stockspinoffinvesting.com\/wp-json\/wp\/v2\/media?parent=13263"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockspinoffinvesting.com\/wp-json\/wp\/v2\/categories?post=13263"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockspinoffinvesting.com\/wp-json\/wp\/v2\/tags?post=13263"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}