Founder at Stock Spin-off Investing, Stock Spin-Off Investing

Richard Howe

Founder at Stock Spin-off Investing

Stock Spin-Off Investing

Generate attractive returns by taking advantage of inefficiencies in the stock spin-off market.

Stock Spin-offs

Event-Driven

<ul><li>There were no new spin-off announcements this week.</li><li>The Middleby Corporation (MIDD) announced its plan to spin off its food processing business on February 25, 2025.</li><li>This strategic move aims to allow Middleby to concentrate on its core commercial foodservice and residential kitchen equipment sectors, while enabling the new entity to focus exclusively on food processing operations.</li></ul>

There were no new spin-off announcements this week.The Middleby Corporation (MIDD) announced its plan to spin off its food processing business on February 25, 2025.This strategic move aims to allow Middleby to concentrate on its core commercial foodservice and residential kitchen equipment sectors, while enabling the new entity to focus exclusively on food processing operations.

<ul><li>On Monday, Western Digital (WDC) spun off its NAND flash business, Sandisk (SNDK).</li><li>On Friday, CompoSecure (CMPO) spun off its management company, Resolute Holdings (RHLD).</li><li>During the week, we got earnings from Howard Hughes (HHH) and Sunrise Communications (SNRE).</li></ul>

On Monday, Western Digital (WDC) spun off its NAND flash business, Sandisk (SNDK).On Friday, CompoSecure (CMPO) spun off its management company, Resolute Holdings (RHLD).During the week, we got earnings from Howard Hughes (HHH) and Sunrise Communications (SNRE).

Podcast by Andrew Walker, a PM at Rangeley Capital, Yet Another Value Podcast

Yet Another Value Podcast

Podcast by Andrew Walker, a PM at Rangeley Capital

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer

Equity Bottom-Up

Pebblebrook Hotel Trust / Equity Bottom-Up

<ul><li>Insiders are selling more than buying, especially in the technology sector</li><li>Spin-offs like Western Digital and Lionsgate Studios are of interest to insiders</li><li>Public Brook is a hotel company where insiders are buying stock and preferred shares, signaling potential value unlocking opportunities. Insiders are expected to start returning capital to shareholders, but the question remains if they will follow through.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Insiders are selling more than buying, especially in the technology sectorSpin-offs like Western Digital and Lionsgate Studios are of interest to insidersPublic Brook is a hotel company where insiders are buying stock and preferred shares, signaling potential value unlocking opportunities. Insiders are expected to start returning capital to shareholders, but the question remains if they will follow through.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Lions Gate Entertainment  / Equity Bottom-Up

<ul>
<li>Lions Gate Entertainment Corporation recently discussed its financial progress and strategic initiatives during its Fiscal 2025 First Quarter Earnings.</li>
<li>The first quarter showed a mix of performances across different segments, with notable efforts toward strategic restructuring and content development.</li>
<li>The company's revenue faced a slight downturn, principally attributed to its television segment which was impacted by industry-wide strikes causing delays.</li>
</ul>


Lions Gate Entertainment Corporation recently discussed its financial progress and strategic initiatives during its Fiscal 2025 First Quarter Earnings.
The first quarter showed a mix of performances across different segments, with notable efforts toward strategic restructuring and content development.
The company's revenue faced a slight downturn, principally attributed to its television segment which was impacted by industry-wide strikes causing delays.


External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>Lionsgate stock has been underperforming, down 13% in the last six months</li><li>The company operates Starz and Lionsgate Studios, with past management mistakes impacting performance</li><li>Despite challenges, there is potential for significant upside in the next 12 months</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Lionsgate stock has been underperforming, down 13% in the last six monthsThe company operates Starz and Lionsgate Studios, with past management mistakes impacting performanceDespite challenges, there is potential for significant upside in the next 12 monthsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Lions Gate Entertainment Cp (LGF.A) - Wednesday, Jun 19, 2024

United States

Lions Gate Entertainment Corporation develops and distributes film entertainment contents. The Company produces motion pictures, television programming, animation, and digital media. Lions Gate Entertainment serves customers worldwide.

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Lions Gate Entertainment (LGF/A US)

Weekly Update (IDT, RHLD, SNRE, SNDK)

There were no new spin-off announcements this week. The Middleby Corporation (MIDD) announced its plan to spin off its food processing business on...

Richard Howe

Weekly Update (MIDD, SNDK, RHLD, SNRE)

On Monday, Western Digital (WDC) spun off its NAND flash business, Sandisk (SNDK). On Friday, CompoSecure (CMPO) spun off its management...

Richard Howe

Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB

Insiders are selling more than buying in the technology sector, but there are unique investment opportunities such as Western Digital spin off and...

Yet Another Value Podcast

Lions Gate Entertainment Corp. (LGF.A)

Lions Gate Entertainment Corporation recently discussed its financial progress and strategic initiatives during its Fiscal 2025 First Quarter...

Baptista Research

Lions Gate Entertainment Cp (LGF.A) - Wednesday, Jun 19, 2024

The company operates Starz and Lionsgate Studios, with past management mistakes impacting performance. Despite challenges, there is potential for...

Value Investors Club (VIC)

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