Weekly Update (AMS, LION, Tariffs)
This week the only thing that mattered was tariffs. In my recommendation update section, I will provide some commentary on which recommendations...
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Upcoming Spin-Offs: Key Details
So far in 2025, there have been 5 new US spin-off announcements. Meanwhile 3 new spin-offs have started trading. Spin-off stock performance was...
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Weekly Update (CON, UNTC, KVUE, TSVT)
First, I sold out of Kenvue (KVUE) when the stock surged earlier this week. We locked in a nice 18% total return. Kenvue and its consumer...
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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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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...
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