Focused Compounding cover image

EP 328. Special Situations Investing: Revisiting and analyzing recent spinoffs

Focused Compounding

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app