Sell Kenvue + What I’m Buying
I’m closing out my Kenvue (KVUE) recommendation and will be selling my shares. Following the spin-off from Johnson & Johnson (JNJ), KVUE shares...
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Weekly Update (IDT, RHLD, SNRE, SNDK)
There were no new spin-off announcements this week. The Middleby Corporation (MIDD) announced its plan to spin off its food processing business on...
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Best Ideas of 2025
The range of ideas is broad. The smallest market cap is a $15MM Canadian micro-cap that is trading below its net cash, and the largest is an $25BN...
325 Views
Weekly Update (MIDD, SNDK, RHLD, SNRE)
On Monday, Western Digital (WDC) spun off its NAND flash business, Sandisk (SNDK). On Friday, CompoSecure (CMPO) spun off its management...
253 Views
Best Idea of 2025: Medexus Pharmaceuticals
Medexus (MDP.TO / MEDXF) is my best idea for 2025. The stock trades at a distressed valuation despite the current launch of a new drug that could...
190 Views