Weekly Update (MIDD, SNDK, RHLD, SNRE)
On Monday, Western Digital (WDC) spun off its NAND flash business, Sandisk (SNDK). On Friday, CompoSecure (CMPO) spun off its management...
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Memory Monitor: Nanya Tech Soared on DRAM Recovery and Custom HBM News
​Nanya Tech sees growth in February from DRAM recovery and custom HBM strategy, but still lags behind SK Hynix and Micron in expected growth for 2025.
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[Quiddity Index Feb25] S&P500/600 Mar25 Rebal: Still the Same Characters
The S&P500 is tough to predict (more often than not) because they pick from two pools, and use discretion. The "usual suspects" from last month are...
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Weekly Update (SNDK, LBTYA, MRP, HHH, GTX)
I want to use my introduction to provide some comments on Howard Hughes (HHH). Bill Ackman’s Pershing Square Capital Management has disclosed a new...
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Weekly Update (APTV, MRP, MEDXF, AAF, WDC)
There were no new spin-off announcements this week, but I’ve done some more work on the Aptiv (APTV) spin-off announcement.
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