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>The range of ideas is broad. The smallest market cap is a $15MM Canadian micro-cap that is trading below its net cash, and the largest is an $25BN market cap online travel company that is gobbling up its own shares.</li><li>We have ideas profiled from Poland, Canada, India, Austria, Argentina, Italy, and of course, the United States.</li><li>The report will start with my personal favorite idea and then cover the additional ideas in alphabetical order.</li></ul>

The range of ideas is broad. The smallest market cap is a $15MM Canadian micro-cap that is trading below its net cash, and the largest is an $25BN market cap online travel company that is gobbling up its own shares.We have ideas profiled from Poland, Canada, India, Austria, Argentina, Italy, and of course, the United States.The report will start with my personal favorite idea and then cover the additional ideas in alphabetical order.

Independent in-depth research from Finimize, Finimize

Finimize Research

Independent in-depth research from Finimize

Finimize

Finimize is the #1 information platform for modern investors. We empower people to become smarter investors with bitesize insights from world-class analysts. 1 million+ strong community, 250 partners.

Thematic (Sector/Industry)

<ul>
<li>The US economy’s resilience hasn’t come from the many – it’s come from the top 10% as the “wealth effect” from rising asset prices has boosted spending.</li>
<li>But it works in reverse too.  Since the richest make up nearly half of America’s consumer spending, that could lead to a serious economic fallout.</li>
<li>It’s worth considering protecting your portfolio. I’ve pulled together one list of companies that should do well and another that could suffer from the change in climate.</li>
</ul>


The US economy’s resilience hasn’t come from the many – it’s come from the top 10% as the “wealth effect” from rising asset prices has boosted spending.
But it works in reverse too.  Since the richest make up nearly half of America’s consumer spending, that could lead to a serious economic fallout.
It’s worth considering protecting your portfolio. I’ve pulled together one list of companies that should do well and another that could suffer from the change in climate.


A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>We remain bullish (as of 4/21/26) on the SPX, Nasdaq 100 (QQQ), and Russell 2000 (IWM), and we recommended buying the pullback in our June 9 U.S. Macro Vision.</li>
<li>The IWM has begun to lead, hitting new all-time highs yesterday while SPX and QQQ consolidate below their early-June highs.</li>
<li>A new wrinkle is that the DXY is showing signs of breaking out, a risk-off signal. This gives us reason for pause, and suggests a potentially longer consolidation period.</li>
</ul>


We remain bullish (as of 4/21/26) on the SPX, Nasdaq 100 (QQQ), and Russell 2000 (IWM), and we recommended buying the pullback in our June 9 U.S. Macro Vision.
The IWM has begun to lead, hitting new all-time highs yesterday while SPX and QQQ consolidate below their early-June highs.
A new wrinkle is that the DXY is showing signs of breaking out, a risk-off signal. This gives us reason for pause, and suggests a potentially longer consolidation period.


U.S. Dollar (DXY) Breakout a Reason for Concern?; Monitoring Semiconductors (SOXX) And Micron (MU)

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><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

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

United States

Pebblebrook Hotel Trust is an internally managed hotel investment company that acquires and invests in hotel properties located in large United States cities, with an emphasis on major coastal markets.  The Trust may also invest in resort properties located near urban target markets and unique destination markets.

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Pebblebrook Hotel Trust (PEB US)

Best Ideas of 2025

The range of ideas is broad. The smallest market cap is a $15MM Canadian micro-cap that is trading below its net cash, and the largest is an $25BN...

Richard Howe

A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

The top 10% account for around 50% of consumer spending in the US. This insight looks at the sectors and companies that could win and lose from the...

Finimize Research

U.S. Dollar (DXY) Breakout a Reason for Concern?; Monitoring Semiconductors (SOXX) And Micron (MU)

U.S. Dollar (DXY) Breakout a Reason for Concern?; Monitoring Semiconductors $SOXX and Micron $MU; Focus Turning Away from Technology/A.I.

Vermilion Research

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

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