Weekly Update (SNRE, HHH, ANGI, MRP)
This week, IAC Inc (IAC) provided an update on its Angi Inc (ANGI) spin-off plans. Previously, IAC had suggested that it would spin off ANGI but...
275 Views
Sunrise Communications (SNRE): Dividend Initiation to Drive Upside
Sunrise Communications (SNRE) is a recent spin-off from Liberty Global (LBTYA). Since the time of the spin-off, Sunrise has performed relatively...
395 Views
Weekly Update (Q, IAC, ANGI, LION, SNREY)
Dupont (DD) spin off its electronics business, Qnity (Q), early this week. DQnity will be one of the world’s largest pure-play electronic materials...
284 Views
Weekly Update (BRSL, SUNN, CON)
In December 2024, Continental’s (XTRA: CON) Executive Board approved spinning off the Automotive group sector by end of 2025, with preparations...
289 Views
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...
240 Views