Internet TV as an Investment Theme
TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to...
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Our Is the Demise of the Diesel Imminent or Exaggerated?
A Diesel Dilemma.Ā Our Take on Diesel Passenger VehiclesDiesel engine powertrains have come under heightened scrutiny with the revelation of...
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Q3 '25 Spin-off Round Up + Spin-off Calendar
Honeywell spinoff Solstice to continue M&A playbook post separation: Spin-offs that are active in M&A tend to perform well. This is a...
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Weekly Update (3134, Versant, Aumovio)
Before I get into my regular update, I want to share one fantastic chart that caught my eye. It shows current earnings multiple of the S&P 500, 400...
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Weekly Update (Aumovio, WBD, LION)
Continental (CON) will spin off its auto parts business, Aumovio, as a public company. The first day of regular trading will be September 18, 2025.
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