The Ultimate Guide to Spinoff Investing: Tips and Strategies with Rich Howe | Value Investor Chatter | #169

Are you interested in becoming an expert in spinoff investing? Then you won't want to miss this episode of the Value Investor Chatter Podcast. Beko is joined by Rich Howe, a spinoff investing guru, to discuss everything from the basics to advanced strategies. Together, they take you on a journey from novice to expert, providing you with the knowledge and skills you need to succeed in this exciting investment field. So what are you waiting for? Tune in now!

Episode Outline

00:00 "Exploring the Benefits of Stock Spinoff Investing with Rich Howie"

05:00 Exploring the Benefits of Stock Spinoff Strategies

06:00 Exploring Spinoff Investing Opportunities: A Discussion with Beko

08:00 "Exploring Spinoff Opportunities: The Benefits of Forced Selling"

12:00 Analysis of Spinoff Investing Opportunities

14:00 Exploring Spinoff Management Strategies

16:00 Discussion on Spinoff Incentives for Management Teams

19:00 Exploring Factors to Consider When Investing in Spinoffs: A Discussion with Beko and Rich

22:00 Analysis of Spin-Offs: Examining Management Strategies and Historical Performance

23:00 Heading: Analyzing Corepoint and Timing Considerations for Stock Selling

25:00 "Exploring Spinoff Investing with Rich: A Discussion on IC Inc."

27:00 Analysis of IAC Spinoff Strategies and Value Unlocking Potential

31:00 Analysis of IAC's Potential Value for Investors

33:00 Heading: Overview of Match Group's Two-Sided Marketplace Businesses and Investments

35:00 Analysis of Turro, Angie, and IAC's Portfolio Companies

38:00 Analysis of IAC's Investment in People Magazine and Dash Meredith Business

00:39:00 Heading: Value Capture Mechanism for Publicly Traded Companies - Match Case Study

41:00 Discussion of IAC and MGM's Investment Strategies

44:00 Oil and Gas Investment Opportunities: A Discussion on ESG Concerns and Decarbonizing the World

46:00 Investment Recommendation: Unit Corp.

50:00 Conversation Summary: Analyzing the Quarterly Dividend of a Special Situation Oil and Gas Company

52:00 Interview with Rich How, Founder of Stock Spinoff Investing.com

Rich's Website: www.stockspinoffinvesting.com

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