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...
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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...
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