Primer: Resolute Holdings Management (RHLD US) - Feb 2026
Resolute Holdings Management operates a unique, asset-light business model as the external manager for GPGI, Inc. (formerly CompoSecure),...
132 Views
Upcoming Spin-Offs: Key Details
So far in 2025, there have been 5 new US spin-off announcements. Meanwhile 3 new spin-offs have started trading. Spin-off stock performance was...
604 Views
Weekly Update (CON, UNTC, KVUE, TSVT)
First, I sold out of Kenvue (KVUE) when the stock surged earlier this week. We locked in a nice 18% total return. Kenvue and its consumer...
368 Views
Weekly Update (IDT, RHLD, SNRE, SNDK)
There were no new spin-off announcements this week. The Middleby Corporation (MIDD)Â announced its plan to spin off its food processing business on...
325 Views
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...
355 Views