Tag Archives: GAMCO Spinoff

Horizon Kinetics Positive On Associated Capital(AC), AMC Networks(AMCX) And Howard Hughes Corporation(HHC)

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Horizon Kinetics is an asset management and research shop founded by Peter Doyle, Steven Bregman and Murray Stahl that has been analyzing spinoffs (and plenty of other things) for decades. Over the years, I’ve always enjoyed the various opportunities I’ve had to hear them speak. The firm even publishes a standalone research report dedicated to spinoffs and has… Read More »

Gabelli Keeps Picking Spinoffs At Barron’s Roundtable(GBL AC HRI HTZ BATRK VIAB CBS LBTYK)

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Every year Barron’s gathers a group of asset management luminaries for a roundtable discussion. The group collectively manages many many billions of dollars and includes people like Jeffrey Gundlach, Mario Gabelli and Meryl Witmer. While the discourse includes a bit about the overall macro environment, the focus is mainly on each individual’s top investments for the coming year.… Read More »