Background: I recently gave a presentation looking at Spinoffs and their historical large excess returns, looking at what factors seemed to be important to construct a portfolio of a subset of the spinoff industry. I thought it might be interesting for the more research-based investors among us. I…

[image] EquityInvestor: Note: Unfortunately carrying out a discounted cash flow takes out quite a bit of time as it requires quite good understanding of the company to forecast its cash flows and determine discount rates. So it’s not easy to do on the back of an envelope, like some of the ratios…

Here’s an initial spin-off pie of recent (haven’t clearly defined boundaries there yet) spin offs as I have not seen such a pie exist yet: www.trading212.com/pies/l7aghYnR7zBChX4rlsnLYXA2PNzG

Nice work and very interesting, will be holding GSK for sure.

Realty Income spinoff company ‘Orion’ share price set at $25 a share Source: ONL.WI | Orion Office REIT Inc. Wi Stock Price & News - WSJ Am looking forward to seeing it on the platform

Just read about the spinoff 2Seventy Bio which was spun off from Bluebird. The company is a risky biopharma with only 1 product generating revenue but it has an interesting pipeline. While I personally would have to look further into this as I’m generally very wary of small biopharmas this one see…

(ABM FN-Dow Jones) The American pharmaceutical company Johnson & Johnson wants to spin off the Consumer Health division. The company announced this on Friday. The company expects to have completed the demerger within one and a half and two years. Goldman Sachs and JPMorgan Securities act as advisor…

Mirroring GSK then? 20 characters

yes, although Pfizer also holds a small share in that. We’ll see how it plays out

I did some searching online a couple of weeks ago and found two good websites for USA spin-offs (both upcoming and completed): Recent Spinoffs - The Zen of Investing Recent Stock Spinoffs: 1998-2021 | Stock Analysis There have been quite a few spin-offs in the USA in the last 12 months. I also f…

[image] Unilever offloads black tea business as UK passion for cuppa goes cold Company is selling tea business to a European private equity firm in a €4.5bn deal As a shareholder of Unilever I am happy this has gone through, I expect the proceeds either to go…

~10% Historical yearly outperformance by Spinoffs

📊 Investing

Lonelynx October 3, 2022, 8:35am 43

Accelleron shares admitted to start trading on SIX Swiss Exchange today

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~10% Historical yearly outperformance by Spinoffs

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