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4. Colin King of Circle City Capital Discusses Magnera and his approach to spin-offs.
In this episode, Rich Howe interviews Colin King of Circle City
Capital.
We discuss how Colin built his $28MM holding company, lessons
learned from investing in spin-offs for over a decade and what he thinks of
recent spin-off, Magnera (MAGN).
1:01 – Colin’s background
3:25 – Colin discusses quitting his job to found Circle City
Capital Group
4:27 – How Colin splits his time between public and private
investments
6:47 – How Colin allocates his capital between public and
private investments
8:27 – How Colin things about cash at the holding company
level
11:30 – How Colin things about investing in spin-offs
14:05 – Discussion of Zimvie (ZIMV)
17:03 – Overview of recent spin-off, Magnera (MAGN)
20:03 – What has caused the downturn in the nonwoven
business?
21:50 – Has Magnera’s business bottomed?
23:49 – Discussion of Magnera’s valuation
25:20 – How much free cash flow Magnera will generate
27:20 – The biggest risk factor for Magnera
29:43 – Indiscriminate selling pressure from Berry shareholders
32:43 – How Colin evaluates the management team of a spin-off
35.05 – Quick Discussion of SiteCenter (SITC) RemainCo and
Curbline (CURB) spin-off
37:24 – Where to learn more about Colin
View all episodes
By Stock Spin-off InvestingIn this episode, Rich Howe interviews Colin King of Circle City
Capital.
We discuss how Colin built his $28MM holding company, lessons
learned from investing in spin-offs for over a decade and what he thinks of
recent spin-off, Magnera (MAGN).
1:01 – Colin’s background
3:25 – Colin discusses quitting his job to found Circle City
Capital Group
4:27 – How Colin splits his time between public and private
investments
6:47 – How Colin allocates his capital between public and
private investments
8:27 – How Colin things about cash at the holding company
level
11:30 – How Colin things about investing in spin-offs
14:05 – Discussion of Zimvie (ZIMV)
17:03 – Overview of recent spin-off, Magnera (MAGN)
20:03 – What has caused the downturn in the nonwoven
business?
21:50 – Has Magnera’s business bottomed?
23:49 – Discussion of Magnera’s valuation
25:20 – How much free cash flow Magnera will generate
27:20 – The biggest risk factor for Magnera
29:43 – Indiscriminate selling pressure from Berry shareholders
32:43 – How Colin evaluates the management team of a spin-off
35.05 – Quick Discussion of SiteCenter (SITC) RemainCo and
Curbline (CURB) spin-off
37:24 – Where to learn more about Colin