
EP 328. Special Situations Investing: Revisiting and analyzing recent spinoffs
Focused Compounding
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Do You Think You're Going to Find High Quality Compounders?
The company is trying to split off its regulated utility stuff from their generating assets. People don't like the volatile am generating part of the business, he says. So i be interested in what they call the non utility assets, the 21 nuclear reactors,. The other part i don't think i would be interested in. But i've just, years and years ago, i followed the company because of those assets that tey're spinning off.
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