Unit Corp – Updating Projections After a Strong Q2
Last week, I spoke to the CFO of Unit Corp and wanted to share a brief update (full notes from my call below). The big surprise this quarter was...
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Unit Corp - A Mid Year Update
I think Unit Corp looks very cheap. On a consolidated basis, the stock is trading at ~5.6x FCF. I think Unit Corp looks very cheap. On a...
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Q3 '25 Spin-off Round Up + Spin-off Calendar
Honeywell spinoff Solstice to continue M&A playbook post separation: Spin-offs that are active in M&A tend to perform well. This is a...
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Monday Delight: 06/10/25
Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help...
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Weekly Update (CTVA, SFGI/8729, UNTC, MEDXF, IDT)
On October 1, 2025, Corteva Biosciences (CTVA) announced that it plans to break up into two public companies. The logic behind the spin-off...
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