[Alert] Sell Sandisk Spin-off
Today, investors received shares in the new SanDisk spin-off. Shares are currently slightly up due to buying pressure ahead of the stock...
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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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Hoya (7741) | A Visionary Company with a Blurry Future
We like Hoya long-term, but see a lack of catalysts and an expensive valuation as working against the stock in the short-term
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Japan Weekly | Tourism Winners and Semicon Losers
The weekly wrap of what is moving the Japanese markets. This week, tourism stocks have bounced as Japan seeks to re-open its borders. Semiconductor...
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