Focused Compounding

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

Sep 24, 2021
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1
Introduction
00:00 • 2min
2
What Are Your Thoughts on Stock Spin Offs?
01:56 • 3min
3
Spin Offs
05:04 • 2min
4
Investing in Spin Offs
06:49 • 2min
5
Do You Think You're Going to Find High Quality Compounders?
09:02 • 4min
6
Is Balsan Law Trying to Spin Off Its Contact Business?
12:37 • 3min
7
A Quicke Fus, Navy, Secret
15:14 • 3min
8
Capital Locator
17:51 • 3min
9
Are Bybacks Really a Good Idea?
20:42 • 3min
10
Is This a Better Deal or a Spin Off?
23:24 • 3min
11
Hamilton Beach Brands, Is That a Good Idea?
26:43 • 2min
12
Investing in a Commodity Type Fund
28:27 • 2min
13
How Small Spin Offs Can Be Good for Valuing
30:24 • 2min
14
Is It a Spin Off?
32:38 • 2min