A Value Investing Journal, Acid Investments

Acid Investments

A Value Investing Journal

I love stonks and I love rambling. Sometimes, I feel it unfair to subject those around me with the inundation of my thoughts, so I tweet and I spill ink on here. Jokes aside, I love investing and edgy ideas; I hope to become a better investor and this is my journal to that end. I will be sharing value/special situations I come across organically or through other blogs/13F and I hope to provide a variant analytical view to said situations. I hope to receive constructive feedback and let’s grab some of dem benjamins together!

Equity Bottom-Up

<ul><li>In a nutshell, Jacobs, last year, conducted a reverse morris trust transaction to combine its Critical Missions Solutions and Cyber &amp; Intelligence government services business with Amentum, to form a publicly traded government service sector player.</li><li>Post transaction, Jacobs retained an ~8% stake, but indicated intentions to sell-down, in the spin prospectus.</li><li>Amentum’s shares have not done well since the spin, falling from ~$30 post spin to a mere $17 today.</li></ul>

In a nutshell, Jacobs, last year, conducted a reverse morris trust transaction to combine its Critical Missions Solutions and Cyber &amp; Intelligence government services business with Amentum, to form a publicly traded government service sector player.Post transaction, Jacobs retained an ~8% stake, but indicated intentions to sell-down, in the spin prospectus.Amentum’s shares have not done well since the spin, falling from ~$30 post spin to a mere $17 today.

Amentum (AMTM) - Well Telegraphed Secondary Sale Provides a Dislocation Opportunity

Amentum Holdings

Amentum (AMTM) - Well Telegraphed Secondary Sale Provides a Dislocation Opportunity