Weekly Update (LION, MAGN, NLOP, SONY)
Sony Group Corporation (SONY) is planning to partially spin off its financial services division, Sony Financial Group Inc. (SFGI), in what would be...
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Weekly Update (AMRZ, LION, FTV)
The AMRZ spin-off aims to capitalize on the higher valuation multiples of US building supply companies compared to their European counterparts.
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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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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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