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 »
The year is coming to an end and it’s really cold outside. Warm up and start your weekend with a few spinoff related links: The always excellent Value and Opportunity took a close look at the recent spinoff of Italian gas distributor Italgas (IG.MI) from SNAM spa (SNMRF). In his opinion, although there is real risk in the name,… Read More »
If the prevalence of spinoff related articles and discussions in the media wasn’t enough of a clue that spins are ‘hot’ right now, the latest news from S&P Dow Jones should serve as a clear sign of their increased popularity. The leading index company announced that they were launching three new indexes in order to meet the ‘evolving… Read More »