Weekly Update (MEDXF, IDT, FTV)
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 (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.
552 Views
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...
353 Views
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...
387 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