Weekly Update (SNRE, HHH, ANGI, MRP)
This week, IAC Inc (IAC) provided an update on its Angi Inc (ANGI) spin-off plans. Previously, IAC had suggested that it would spin off ANGI but...
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Weekly Update: January 10, 2025
Galapagos NV (GLPG), a Belgian biotechnology company, announced on January 8, 2025, its plan to split into two publicly traded entities by mid-2025.
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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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[Alert] Sell Garrett Motion
I’m closing my Garrett Motion (GTX) recommendation. I’ve been trying to understand why the stock has been so strong since reporting earnings...
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Weekly Update (LION, STRZ, GTX, LBTYA, WDC)
S&P Global (SPGI) announced on April 29, 2025, its intention to spin off its Mobility division into a standalone publicly traded company.
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