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Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On

Focused Compounding

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The Difference Between a Good Spin-Off and a Bad Spinoff

Vts.com spun off around $25 per share in 2017 Uh here we are today at 18 and a half dollars per share Um So it had a lot of competition in the industry. It probably looked like a good spinoff but from an owning it for the long term not a good spin-off Well, most of the competitors were losing money and willing to spend a lot of money You know that worries me. That's why when people ask about the entertainment stuff,. I'm like just you know, don't get involved Don't buy paramount. Don't buy lines getting stuff.

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