Weekly Update (AAF, NLOP, KHC)
Kraft Heinz (KHC) is currently evaluating a plan to spin off a significant portion of its grocery business into a new, distinct entity. The WSJ...
347 Views
Weekly Update (LION, STRZ, MAGN, IAC, ANGI)
On May 7, 2025, Lions Gate Entertainment (LGF.A/LFG.B) spun off Lions Gate Entertainment (LION). Lionsgate Studio has carved out a niche...
361 Views
Weekly Update (ANGI, IAC, HOLN)
This week, two charts caught my eye. First, investor sentiment continues to be very bad. Second, non-US stocks are actually performing well.
354 Views
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.
381 Views
Airtel Africa Plc (AAFRF) - Wednesday, May 8, 2024
Airtel Africa is undervalued and has potential for upside growth. Company has shown strong performance in revenue and EBITDA growth despite challenges
294 Views