Stock Spin-off Investing Podcast

In this podcast, Rich Howe discusses all things related to stock spin-offs.

Stock Spin-off Investing Podcast is a business podcast hosted by Stock Spin-off Investing, with 17 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Stock Spin-off Investing hosts Stock Spin-off Investing Podcast, a business show with 17 episodes published.

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  Stock Spin-off Investing Podcast

  17. Ron Nussbaum of Maverick Value on Comcast (CMCSA)

  Jul 20, 202640 min

  I recently had the opportunity to speak with Ron Nussbaum ofMaverick Value about his high conviction investment thesis on Comcast (CMCSA). Comcast just announced it's breaking up and will spin-off NBC Universal within 12 months. Ron believes this spin-off will crystallize value. I really enjoyed the conversation and hope you do as well. Here's what we discussed: 0:55 Ron's investment banking background 3:35 How Ron manages the Maverick Value portfolio 6:45 How Ron's approach has changed over time 9:15 Ron discusses his max position size 11:15 Ron shares his Comcast investment case 14:50 Why did Comcast pursue a spin-off? 21:55 What Comcast is worth on a SOTP 23:15 Could Comcast RemainCo be a major dividend payer? 29:15 Is the Spin-off a GoodCo or BadCo? 33:15 How big of a position is Comcast for Maverick Value? 33:50 What are the biggest risks to the Comcast investment case? 35:15 Any risk the spin-off doesn't take place? 37:15 How levered will Comcast RemainCo be? 39:45 How to get in touch with Ron ( Ron.Nussbaum@MaverickValue.com )and learn more about Maverick Value

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  Stock Spin-off Investing Podcast

  17. Ron Nussbaum of Maverick Value on Comcast (CMCSA)

  Jul 20, 202640 minS0

  <p>I recently had the opportunity to speak with Ron Nussbaum ofMaverick Value about his high conviction investment thesis on Comcast (CMCSA). Comcast just announced it's breaking up and will spin-off NBC Universal within 12 months. Ron believes this spin-off will crystallize value. I really enjoyed the conversation and hope you do as well. Here's what we discussed:<br></p><p>0:55 Ron's investment banking background<br>3:35 How Ron manages the Maverick Value portfolio<br>6:45 How Ron's approach has changed over time<br>9:15 Ron discusses his max position size<br>11:15 Ron shares his Comcast investment case<br>14:50 Why did Comcast pursue a...

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  Stock Spin-off Investing Podcast

  16. Andrew Walker of Rangeley Capital on Corporate Dark Arts and Lionsgate Studios (LION)

  May 28, 202657 minS0

  <p>I recently had the opportunity to speak with Andrew Walker of Rangeley Capital and Yet Another Value Blog about his Corporate Dark Arts series and his write-up on Lionsgate Studios (LION).</p><p>Here’s what we discussed:</p><p>1:25 Andrew’s background and how he got interested in stocks</p><p>9:40 Where Andrew sees himself professionally and personally in 10 years</p><p>12:35 What are Corporate Dark Arts?</p><p>19:30 Why did LION make it into your Corporate Dark Arts series?</p><p>24:05 Lionsgate history and why this time might be different.</p><p>26:45 Why identifying inflection points is so i...

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  Stock Spin-off Investing Podcast

  15. Chris Waller – Plural Investing on GCI Liberty (GLIBK) and Seaport Entertainment (SEG)

  Mar 10, 202649 minS0

  <p>I recently had the opportunity to speak with Chris Wallerof Plural Investing and Hidden Gems Investing about two recent spin-offs: GCI Liberty (GLIBK) and SeaportEntertainment (SEG).</p><p>Both situations feature strong investor alignment withwell-known investors and have recently completed rights offerings (as Joel Greenblatt famously says: buy all spin-off rights offerings!).</p><p>I really enjoyed the conversation and hope you do as well.Here’s what we discussed:</p><p>1:50 – Chris shares his background<br>5:10 – How Chris approaches investing in spin-offs<br>8:10 – GCI Liberty investment case overview<br>13:50 – What recent insider purchases by John Malone might signal<br>17:05 –...

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  Stock Spin-off Investing Podcast

  14. Dominick D'Angelo on TopGolf Callaway (MODG)

  Dec 3, 202549 minS0

  <p>During this episode of SSOI podcast, I spoke with DominickD'Angelo, Head of Research, of O’Keefe Stevens Advisory. Dominick shared his TopGolf Callaway (MODG) investmentcase.</p><p>Here’s what we discussed:</p><p>1:55 Dom shares his background</p><p>4:35 O’Keefe Stevens Advisory’sapproach to managing client assets</p><p>6:35 How O’Keefe Stevens Advisory constructsclient portfolios</p><p>8:15 Topgolf Callaway high leveloverview</p><p>15:30 Why the partial sale ofTopgolf will unlock value</p><p>20:10 Expected capital returnafter Topgolf sale closes</p><p>23:25 Overview of CallowayRemainCo</p><p>26:20 Growing interest in golfshould be a tailwind for Calloway RemainCo</p><p>30:15...

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