Tag Archives: spinoff

EP25 Four Tips To Identify Good Spin-offs (Case Study-Strattec Security) by Joel Greenblatt

September 2, 2018Uncategorizedgotham capital, greenblatt, insider ownership, instrinsic value, Joel Greenblatt, spinoff, spinoffs, stock investing, Strattec, value investing, value investing podcast, you can be a stock market geniuslearningwithjun@gmail.com

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Joel Greenblatt’s book (You Can Be a Stock Market GENIUS): https://amzn.to/2vjCwfX

In the book, Joel Greenblatt provided the following four tips via a spinoff case study (Strattec Security) on how to identify good spinoff opportunities.

Check if the spin-off is small in size for institutional investors
Check insider ownership
Check pro forma statements and derive an intrinsic value conservatively
Look for hidden information that could dramatically change the intrinsic value

EP24 How To Identify Good Spin-offs by Joel Greenblatt (Case Study on Marriott)

August 26, 2018UncategorizedJoel Greenblatt, Marriott spinoff, spin-off, spinoff, stock investing, value investing, warren buffett, you can be a stock market geniuslearningwithjun@gmail.com

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A legendary value investor, Joel Greenblatt, explains why value investors should pay special attention to spin-off stocks. This episode shows you how Joel Greenblatt identified a very attractive investment opportunity from Marriott’s spin-off that happened in the past. The spin-offs that involve the following points would give you a better chance for your investment success.

Institutions don’t want it and their reasons don’t involve the investment merits
Insider wants it
A previously hidden investment opportunity is created or revealed

More details could be found from this book (You Can Be a Stock Market GENIUS).

Click here (Value Investing Podcast) to visit this podcast website

EP23 Why Spin-offs are Good For Value Investors by Joel Greenblatt

August 19, 2018Uncategorizedhow to, investing, investment, Joel Greenblatt, special event, spin-off, spinoff, stock investing, stocks, value investinglearningwithjun@gmail.com

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A legendary value investor, Joel Greenblatt, explains why value investors should pay special attention to spin-off stocks. This episode covers the four points that make the spin-offs very attractive investments for individual value investors.

The shares of the new spin-off stock are distributed to the existing shareholders of the parent company who usually don’t want the shares.
The spin-off companies are usually small in size, and are not worth for institutional investors.
The spin-off event unleashes entrepreneurial forces and creates a better incentive and reward system
The very act of the spin-off decision by the executive team is a good indication that the executive team is shareholder-oriented

The future episodes will cover the details of what factors you need to look at to identify great spin-off stocks.

More details could be found from this book (You Can Be a Stock Market GENIUS).

Click here (Value Investing Podcast) to visit this podcast website