Weekly Update (WBD, STRZ, MODG)
Warner Bros. Discovery (WBD)Â announced on June 9, 2025, its plan to split into two independent, publicly traded companies by mid-2026.
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Weekly Update (FTV, NLOP, STRZ, RAL)
Fortive (FTV) will spin off 100% of Ralliant on June 28, 2025. Ralliant will trade under the ticker RAL. When issued trading will begin on June 25th.
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Weekly Update (GTX, HAVAS, LION, SNRE, MDT)
I sold Garrett Motion (GTX). Nothing against GTX as the stock still looks cheap at 6.6x FCF and 6.6x EBITDA. But it’s been incredibly strong, and I...
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Weekly Update (MCK, LBTYA, SNRE, AMRZ)
Before I dig into my regular update, I want to share one chart that caught my eye this week. Colin King did a nice job modeling out Lionsgate...
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