Value Investing Podcast

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


Listen Later

Donation link for this show: https://paypal.me/valueinvesting



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



...more
View all episodesView all episodes
Download on the App Store

Value Investing PodcastBy Jun Kim, CFA