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Stock Spin-off Investing Podcast

Stock Spin-off Investing
Stock Spin-Offs
Investment Strategies
International Gaming Technology
Magnera Corporation
Magnera
Net Lease Office Properties
Jackson Financial
Real Estate Investments
Curbline Properties
Financial Spin-Offs
MGM Resorts International
Garrett Motion
Curreen Capital
Amentum
Sunrise Communications
Dividend As a Catalyst
Enhabit
Safe Harbor Stocks
IAC Inc
Havas Envy

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

PublishesInfrequentlyEpisodes13Foundeda year ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Stock Spin-off Investing Podcast

Latest Episodes

During this episode of SSOI podcast, I spoke with Colin Kingof Circle City Capital. Colin runs Value Don’t Lie where heshares his highest conviction ideas. In this episode, Colin and I discuss NCR Atleos Corporation (NATL), Aumovio SE (AMVO), and Sol... more

On this episode of the Stock Spin-off Investing Podcast, Iinterview Dom St. George of Cayucos Capital. Dom has 15 years of experience investing in emerging markets. Today he shares his investment case on recent spin-off, Valterra Platinum.

You can f... more

During this episode of SSOI podcast, I spoke with SimeonMcMillan of Accrued Interest. Simeon is a Columbia Value Investing program trained special sits investor with a background in media operations. In other words, he is theperfect person to talk to... more

In the episode, I cover my "Dividend as a Catalyst" playbook. I review two case studies and then discuss two live ideas.

Here's what I cover:

1:15 - What is the "Dividend as a Catalyst" Playbook

2:30 - Case Study #1 : Kontoor Brands (KTB)

6:20 - ... more

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Recent Guests

Colin King
Investor at CircleCity Capital
CircleCity Capital
Episode: 9. Colin King on What Spin-offs Look Compelling TODAY
Kris Rymer
Founder of Safe Harbor Stocks, experienced investor and CPA
Safe Harbor Stocks
Episode: 8. Kris Rymer of Safe Harbor Stocks on Amentum (AMTM) and Magnera (MAGN)
Peter Smith
Investment manager and founder of Palm Harbour Capital
Palm Harbour Capital
Episode: 7. Peter Smith on International Gaming Technology (IGT)
Christian Ryther
Founder of Curreen Capital, investment manager with a focus on spin-offs
Curreen Capital
Episode: 6. Christian Ryther of Curreen Capital
Derek Pilecki
Founder of Gator Capital, hedge fund manager with a focus on financial spin-offs
Gator Capital
Episode: 3. Derek Pilecki of Gator Capital Discusses His Approach to Investing in Financial Spin-offs
David Bastian
Founder of Kingdom Capital
Kingdom Capital
Episode: 2. Talking NLOP, CURB, and MAGN with David Bastian of Kingdom Capital

Host

Rich Howe
Host of the Stock Spin-off Investing Podcast

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Talking Points

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8. Kris Rymer of Safe Harbor Stocks on Amentum (AMTM) and Magnera (MAGN)
Q: How do you view the potential of Magnera moving forward?
Despite current challenges, Magnera's capacity utilization and strategic positioning suggest it is undervalued with room for growth.
8. Kris Rymer of Safe Harbor Stocks on Amentum (AMTM) and Magnera (MAGN)
Q: What are your thoughts on tariffs affecting Magnera?
Tariffs are a concern, but they have mechanisms in place to pass on costs to customers, mitigating some risks.
8. Kris Rymer of Safe Harbor Stocks on Amentum (AMTM) and Magnera (MAGN)
Q: What edge do you think you have over potential cuts due to competitive AI contractors?
The longstanding relationships and essential services provided by Amentum give it resilience against new competition in the defense sector.
8. Kris Rymer of Safe Harbor Stocks on Amentum (AMTM) and Magnera (MAGN)
Q: What do you think about Amentum's valuation vs its competitors?
Amentum appears undervalued at around $20 compared to its competitors trading at higher multiples, indicating potential for growth.

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Frequently Asked Questions About Stock Spin-off Investing Podcast

What is Stock Spin-off Investing Podcast about and what kind of topics does it cover?

This podcast provides an in-depth examination of stock spin-offs, focusing on investment opportunities that arise from corporate restructuring. Through engaging discussions and expert interviews, the host explores various aspects of spin-off investing, including strategies, case studies, and market implications. Listeners can expect insights into notable companies and industry trends, making it a valuable resource for both seasoned investors and those new to the concept of spin-offs. The episodes often include expert guests who share their experiences and investment philosophies, enhancing the practical knowledge and actionable strategies presented.

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Which podcasts are similar to Stock Spin-off Investing Podcast?

These podcasts share a similar audience with Stock Spin-off Investing Podcast:

1. The Special Situations Report
2. Yet Another Value Podcast
3. Value Hive Podcast
4. Planet MicroCap Podcast | MicroCap Investing Strategies
5. Compounders Podcast

How many episodes of Stock Spin-off Investing Podcast are there?

Stock Spin-off Investing Podcast launched a year ago and published 13 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Stock Spin-off Investing Podcast?

Recent guests on Stock Spin-off Investing Podcast include:

1. Colin King
2. Kris Rymer
3. Peter Smith
4. Christian Ryther
5. Derek Pilecki
6. David Bastian

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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