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

Focused Compounding

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Is It a Spin Off?

A. I don't know if spinnoff is the place to look though, like, i feel like that the ideas that he expresses, like his philosophy how to find things, is good. A. Using the garemotion example, you could hav bought t as a spin off, but then it also went into bankruptcy and came out. And so i i think that same approach makes a lot of sense. B. The research process that e's talking about, reading the filings and doing all that, is the important part, the actual stock picking process.

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