Weekly Update (APTV, VGNT, Earnings!)
Aptiv completed the Versigent (VGNT) spin on April 1 and reported Q1 May 5. The spin executed cleanly, the thesis is intact, and the stock has sold...
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Weekly Update (LION, STRZ, MEDXF, UNTC, TRAX)
Small caps have spent four-plus years trapped below their November 2021 peak while large caps ran the show. That changed this week...
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Comcast Spin-off (Versant) Spin-off Deep Dive
Comcast plans to spin off its cable networks business in early 2026, with regular-way trading expected to begin on January 6, 2026.
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Weekly Update (Qnity, MEDXF, STRZ, UNTC)
Dupont (DD) management gave guidance on its last earnings call that it remains on track to separate its electronics business on November 1, 2025.
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Weekly Update (WBD, STRZ, MODG)
Warner Bros. Discovery (WBD)Â announced on June 9, 2025, its plan to split into two independent, publicly traded companies by mid-2026.
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