The Ultimate Guide to Spinoff Investing: Tips and Strategies with Rich Howe | Value Investor Chatter | #169
Description
Are you interested in becoming an expert in spinoff investing? Then you won't want to miss this episode of the Value Investor Chatter Podcast. Beko is joined by Rich Howe, a spinoff investing guru, to discuss everything from the basics to advanced strategies. Together, they take you on a journey from novice to expert, providing you with the knowledge and skills you need to succeed in this exciting investment field. So what are you waiting for? Tune in now!
Episode Outline
00:00 "Exploring the Benefits of Stock Spinoff Investing with Rich Howie"
05:00 Exploring the Benefits of Stock Spinoff Strategies
06:00 Exploring Spinoff Investing Opportunities: A Discussion with Beko
08:00 "Exploring Spinoff Opportunities: The Benefits of Forced Selling"
12:00 Analysis of Spinoff Investing Opportunities
14:00 Exploring Spinoff Management Strategies
16:00 Discussion on Spinoff Incentives for Management Teams
19:00 Exploring Factors to Consider When Investing in Spinoffs: A Discussion with Beko and Rich
22:00 Analysis of Spin-Offs: Examining Management Strategies and Historical Performance
23:00 Heading: Analyzing Corepoint and Timing Considerations for Stock Selling
25:00 "Exploring Spinoff Investing with Rich: A Discussion on IC Inc."
27:00 Analysis of IAC Spinoff Strategies and Value Unlocking Potential
31:00 Analysis of IAC's Potential Value for Investors
33:00 Heading: Overview of Match Group's Two-Sided Marketplace Businesses and Investments
35:00 Analysis of Turro, Angie, and IAC's Portfolio Companies
38:00 Analysis of IAC's Investment in People Magazine and Dash Meredith Business
00:39:00 Heading: Value Capture Mechanism for Publicly Traded Companies - Match Case Study
41:00 Discussion of IAC and MGM's Investment Strategies
44:00 Oil and Gas Investment Opportunities: A Discussion on ESG Concerns and Decarbonizing the World
46:00 Investment Recommendation: Unit Corp.
50:00 Conversation Summary: Analyzing the Quarterly Dividend of a Special Situation Oil and Gas Company
52:00 Interview with Rich How, Founder of Stock Spinoff Investing.com
Rich's Website: www.stockspinoffinvesting.com
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