A Value Investing Journal, Acid Investments

Acid Investments

A Value Investing Journal

I love stonks and I love rambling. Sometimes, I feel it unfair to subject those around me with the inundation of my thoughts, so I tweet and I spill ink on here. Jokes aside, I love investing and edgy ideas; I hope to become a better investor and this is my journal to that end. I will be sharing value/special situations I come across organically or through other blogs/13F and I hope to provide a variant analytical view to said situations. I hope to receive constructive feedback and let’s grab some of dem benjamins together!

Equity Bottom-Up

<ul><li>In a nutshell, Jacobs, last year, conducted a reverse morris trust transaction to combine its Critical Missions Solutions and Cyber &amp; Intelligence government services business with Amentum, to form a publicly traded government service sector player.</li><li>Post transaction, Jacobs retained an ~8% stake, but indicated intentions to sell-down, in the spin prospectus.</li><li>Amentum’s shares have not done well since the spin, falling from ~$30 post spin to a mere $17 today.</li></ul>

In a nutshell, Jacobs, last year, conducted a reverse morris trust transaction to combine its Critical Missions Solutions and Cyber &amp; Intelligence government services business with Amentum, to form a publicly traded government service sector player.Post transaction, Jacobs retained an ~8% stake, but indicated intentions to sell-down, in the spin prospectus.Amentum’s shares have not done well since the spin, falling from ~$30 post spin to a mere $17 today.

Amentum (AMTM) - Well Telegraphed Secondary Sale Provides a Dislocation Opportunity

United States

Amentum Holdings Inc operates as a holding company. The Company, through its subsidiaries, provides environment and climate sustainability, intelligence and counter threat, data fusion and analytics, engineering and integration, research and development, test and evaluation, and citizen systems solutions. Amentum Holdings serves customers worldwide.

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Amentum Holdings (AMTM US)

Amentum (AMTM) - Well Telegraphed Secondary Sale Provides a Dislocation Opportunity

In a nutshell, Jacobs, last year, conducted a reverse morris trust transaction to combine its Critical Missions Solutions and Cyber & Intelligence...

Acid Investments

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Market Cap (USDm)

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