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...
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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...
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Hoya (7741) | A Visionary Company with a Blurry Future
We like Hoya long-term, but see a lack of catalysts and an expensive valuation as working against the stock in the short-term
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Japan Weekly | Tourism Winners and Semicon Losers
The weekly wrap of what is moving the Japanese markets. This week, tourism stocks have bounced as Japan seeks to re-open its borders. Semiconductor...
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WDC: An HDD or an SSD Company?
WDC's flash revenues, have slipped below its HDD revenues, but should regain the top spot soon, and to remain there. Why is that, and how will...
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