Value Hive Podcast

Spin-off Extravaganza (OTIS, MSGE, IAC/MTCH) w/ Richard Howe, StockSpinOffInvesting.com (Episode 29)


Listen Later

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive.

Richard Howe joins the Hive for the second time! It's our first guest with a second appearance and we're stoked to bring you this conversation. 

This episode is IDEA HEAVY and features 5-6 new spin-off ideas for you to research, study and add to your watchlist. Rich dives deep into the following spin-offs: 

  • Otis Worldwide (OTIS)
  • Carrier (CARR)
  • Ecolab (ECL)
  • Madison Square Garden Entertainment (MSGE)
  • IAC/Interactive (IAC)
  • Match Group (MTCH)
  • Kontoor Brands (KTB)
  • Howmet Aerospace (HWM)
  • We also discuss shorting micro-cap stocks, Rich's friends asking for stock gambles and how Rich finds interesting, low-risk arbitrage situations in the markets. 

    Here's the show outline: 

    • 3:25 - Recent Spin-offs (MSGE, OTIS, CARR, ECO)
    • 5:14 - MSGE Bull Thesis
    • 11:24 - How To Capitalize Lease Payments
    • 17:40 - MSGE Pre-Mortum
    • 22:03 - Otis Worldwide (OTIS)
    • 24:25 - Carrier (CARR)
    • 30:00 - Normalizing Cyclical Earnings
    • 34:35 - Ecolab Spin-off Arbitrage
    • 45:54 - Howmet Aerospace (HWM)
    • 52:30 - IAC/Interactive & Match Group (MTCH)
    • 68:11 - Front-Running an ETF with Kontoor Brands (KTB)
    • 76:10 - Shorting Micro-Cap Stocks (ZOOM)
    • 83: 45 - Position-Sizing Shorts
    • 88:25 - When Your Friends Ask For Stock Gambles
    • 91:00 - Closing Questions
    • As always, thanks so much for listening! If you like what we're doing, please subscribe and leave a rating and review wherever you're listening. It goes a long way. 

      If you're interested in Rich's premium service, click here and use the code "Macroops" for a 25% discount. Make sure to follow Rich on Twitter @Stockspinoffss

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

      Value Hive PodcastBy Brandon Beylo

      • 4.8
      • 4.8
      • 4.8
      • 4.8
      • 4.8

      4.8

      87 ratings


      More shows like Value Hive Podcast

      View all
      Macro Voices by Hedge Fund Manager Erik Townsend

      Macro Voices

      3,065 Listeners

      The Meb Faber Show - Better Investing by The Idea Farm

      The Meb Faber Show - Better Investing

      925 Listeners

      Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

      Invest Like the Best with Patrick O'Shaughnessy

      2,290 Listeners

      Grant’s Current Yield Podcast by Grant's Interest Rate Observer

      Grant’s Current Yield Podcast

      664 Listeners

      Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

      Capital Allocators – Inside the Institutional Investment Industry

      796 Listeners

      Superinvestors and the Art of Worldly Wisdom by Jesse Felder

      Superinvestors and the Art of Worldly Wisdom

      416 Listeners

      Focused Compounding by Andrew Kuhn and Geoff Gannon

      Focused Compounding

      272 Listeners

      The Market Huddle by Patrick Ceresna & Kevin Muir

      The Market Huddle

      362 Listeners

      The Acquirers Podcast by Tobias Carlisle

      The Acquirers Podcast

      301 Listeners

      Excess Returns by Excess Returns

      Excess Returns

      66 Listeners

      Yet Another Value Podcast by Andrew Walker

      Yet Another Value Podcast

      105 Listeners

      Business Breakdowns by Colossus | Investing & Business Podcasts

      Business Breakdowns

      352 Listeners

      Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

      Behind the Balance Sheet

      45 Listeners

      Forward Guidance by Blockworks

      Forward Guidance

      271 Listeners

      Monetary Matters with Jack Farley by Jack Farley

      Monetary Matters with Jack Farley

      92 Listeners