Spin-off is a known secret in the value investing community Part 2 | Value Investor Chatter | #63
Value Investor Chatter
English - July 05, 2019 22:10 - 27 minutes - 25.2 MB - ★★★★★ - 32 ratingsInvesting Business News Business News stock market stock penny stocks stocks stockcharts stock quotes online stock trading buy stocks online investing in stocks buy stocks Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Spin-off investing is a strategy that can result in outsized returns, as Joel Greenblatt and Charlie Munger have both noted. But what is a spin-off, and what should you look for when considering one? This video explains the basics of spin-off investing and why it is such a well-kept secret.
Episode Outline
(00:00) Exploring Spin-Offs: A Value Investor's Checklist
(02:03) Discussion on Spinoff Investing Benefits and Considerations
(04:53) Discussion on Spinoffs and Unlocking Value
(06:42) Discussion on Unlocking Value Through Spinoffs: Earnings Volatility and Valuation Considerations
(09:38) "Exploring the Benefits of Spinning Off Asset-Heavy and Asset-Light Businesses"
(15:02) Discussion of Laquinta's Sandbagging of Numbers and its Impact on Performance
(16:51) Analysis of LaQuinta Spinoff: Examining Management and Incentive Structures
(21:46) Understanding Spinoff Investment Opportunities: A Discussion on Timelines and Catalytic Events
(22:52) Discussion on Spinoff Businesses and Unlocking Value
(24:39) Exploring Spinoff Opportunities in the Stock Market
Value Investor Chatter
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