Versigent: New Spin-off is Off to a Good Start
Versigent began its life as a public company when it was spun out of Aptiv on April 1, 2026. I originally recommended Aptiv pre spin-off...
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Weekly Update (CMCSA, MFP, HONA, MBGL) - 2026-08-07
People Incorporated (PPLI, formerly IAC) reported a solid Q2. People Inc grew digital revenue 6%, its 11th straight quarter of growth....
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US R3000 Annual Forecasts - Jun26: Additions, Deletions & Migrations
The last annual reconstitution for index US‑R3000 is approaching, with additions and deletions driven by public voting rights, extreme price...
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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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Aptiv: Q1 Weakness But Thesis on Track
Since my last write-up, Aptiv has spun off Versigent (VGNT). Versigent now trades separately at $40, putting combined value at roughly $70 per pre...
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