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

Garrett Motion

MGM Resorts International

Curreen Capital

Amentum

Sunrise Communications

Dividend As a Catalyst

Starz

Valterra Platinum

Callaway

Enhabit

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

15 ratings

Publishes	Infrequently	Episodes	15	Founded	a year ago
Number of Listeners		Categories	InvestingBusiness

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Latest Episodes

15. Chris Waller – Plural Investing on GCI Liberty (GLIBK) and Seaport Entertainment (SEG)

I recently had the opportunity to speak with Chris Wallerof Plural Investing and Hidden Gems Investing about two recent spin-offs: GCI Liberty (GLIBK) and SeaportEntertainment (SEG).

Both situations feature strong investor alignment withwell-known i... more

10 Mar 2026 • 48 min

14. Dominick D'Angelo on TopGolf Callaway (MODG)

During this episode of SSOI podcast, I spoke with DominickD'Angelo, Head of Research, of O’Keefe Stevens Advisory. Dominick shared his TopGolf Callaway (MODG) investmentcase.

Here’s what we discussed:

1:55 Dom shares his background

4:35 O’Keefe St... more

3 Dec 2025 • 49 min

13. Colin King on NCR Atleos, Aumovio, and Solstice

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

23 Oct 2025 • 45 min

12. Dom St. George of Cayucos Capital on Valterra Platinum

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

14 Jul 2025 • 41 min

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Yet Another Value PodcastAndrew Walker

Recent Guests

Chris Waller

Founder/Partner at Plural Investing, author of Hidden Gems Investing

Plural Investing

Episode: 15. Chris Waller – Plural Investing on GCI Liberty (GLIBK) and Seaport Entertainment (SEG)

Dominick D'Angelo

Director of Research at O'Keefe Stevens Advisory, focused on value investing and spin-offs

O'Keefe Stevens Advisory

Episode: 14. Dominick D'Angelo on TopGolf Callaway (MODG)

Dom St. George

Founder of Cayucos Capital

Episode: 12. Dom St. George of Cayucos Capital on Valterra Platinum

Simeon McMillan

Investor and operator in media space, founder of Accrued Interest

Accrued Interest

Episode: 11. Simeon McMillan of Accrued Interest (STRZ, WBD, CMCSA)

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

Host

Rich Howe

Host of the stock-focused investing podcast, discussing insights from various spin-off investment strategies.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts	#56	Denmark/Business/Investing
Apple Podcasts	#137	Mexico/Business/Investing
Apple Podcasts	#164	Norway/Business/Investing
Apple Podcasts	#201	Denmark/Business

Talking Points

Recent interactions between the hosts and their guests.

15. Chris Waller – Plural Investing on GCI Liberty (GLIBK) and Seaport Entertainment (SEG)

Q: One big-picture question: given the setup with Malone's group, what kind of acquisition, in a rough scenario, would excite you for GCI Liberty a year or two from now?

A scenario where a non-traditional asset in the lower 48 with meaningful tax shields is acquired, modeled at about five to six times EBITDA, funded with debt and complemented by the monetization of the NOLs. This could translate into multiple expansion to 13-15 times EV/FCF and roughly 150% upside over three years, supported by a fully utilized tax shield structure and a disciplined acquisition strategy.

13. Colin King on NCR Atleos, Aumovio, and Solstice

Q: Moving to Aumovio, what's your take given its clean balance sheet and the turnaround risks?

Aumovio looks like a small position for me; the net cash balance sheet is unusual for an automotive parts spin-off, and while some segments are under pressure, the defensible balance sheet provides optionality for a turnaround or selective buybacks once the restructuring progresses.

13. Colin King on NCR Atleos, Aumovio, and Solstice

Q: Okay, so NCR Atleos seems interesting; do you own it and what's your quick takeaway?

I don't own NCR Atleos yet, but I think it's compelling on a two- to three-year view due to the potential de-levering and the shift toward a higher-margin ATM-as-a-service mix, which could drive earnings growth even if the installed base remains flat.

11. Simeon McMillan of Accrued Interest (STRZ, WBD, CMCSA)

Q: What is your take on Warner Bros. Discovery's potential breakup and how investors should frame the upside and risks?

Waiting for tracking stock signals and a clean separation is prudent; the value depends on which unit—networks or studios—becomes the growth engine and how debt is allocated across the two entities; the upside requires favorable monetization of streaming and content assets.

11. Simeon McMillan of Accrued Interest (STRZ, WBD, CMCSA)

Q: How do you think about Starz's bundling strategy and its impact on valuation?

Bundling can significantly reduce churn and raise effective ARPU by integrating Starz with larger platforms; the key is ensuring the bundles are preserved over time and that the economics remain favorable for both the content creator and the aggregator.

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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?

The content focuses on the intricacies of stock spin-offs, exploring how these financial maneuvers can present unique investment opportunities. Episodes frequently feature analyses of specific companies and their spin-off events, providing insight into market reactions and potential investment strategies. Highlights include expert interviews that delve into valuation metrics and the impacts of dividend announcements on stock prices, combined with discussions on broader market trends affecting these spin-offs.

A noteworthy element is the blend of individual case studies with broader economic assessments, making the discussions relevant not only for seasoned investors but also for those new to the concept of stock spin-offs. The host's engagi... more

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1. Yet Another Value Podcast

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

Stock Spin-off Investing Podcast launched a year ago and published 15 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. Chris Waller
2. Dominick D'Angelo
3. Dom St. George
4. Simeon McMillan
5. Colin King
6. Kris Rymer
7. Peter Smith
8. Christian Ryther

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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