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Strategies & Market Trends : Value Investing

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petal
To: petal who wrote (77901)8/18/2025 6:06:35 PM
From: Madharry1 Recommendation   of 78517
 
my two cents having made very little money on this is that the key is qualitative spinoffs. You really have to read the fine print carefully. When I was into this company;s took advantage and would load the spinooff with lots of debt the parent would no longer be responsible and frequently there would be contractual obligations owed to the parent company for years. EKS has done very well with it I think,

FWIW- my current large positions are STWD RITM BUR DELL HHH SFTBY, bitcoin etfs, krp. bidu sbgi byon and MU. BYON is the one which is pretty speculative and I admit I am swinging for the fences there.

SBGI is the one where they say they are exploring strategic restructuring of the company , which might work out if that happens.
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