- Видео 7
- Просмотров 2 466
Stock Spin-off Investing
Добавлен 2 авг 2018
At Stock Spin-off Investing, I will post all episodes from the Stock Spin-off Investing Podcast.
7. Peter Smith of Palm Harbour Capital on International Gaming Technology (IGT)
In this episode, I talk with Peter Smith of Palm Harbour Capital. Peter shares his background and then dives deeply into International Gaming Technologies (ITG).
In a nutshell, IGT is interesting because it has agreed to sell its Gaming & Digital business to Apollo. IGT will receive ~$3.6BN of net proceeds, when the transaction closes and the Remaining Lottery business is trading at 5x EBITDA on a pro forma basis (peers trade in the high single digit range). What’s the catch? ITG has a large Italian lottery contract up for renewal in Q2 2025 which investors are worried about.
1:45 - Peter shares his background and how a Texas native ended up in London
3:30 - Palm Harbour overview
4:30 - Pete...
In a nutshell, IGT is interesting because it has agreed to sell its Gaming & Digital business to Apollo. IGT will receive ~$3.6BN of net proceeds, when the transaction closes and the Remaining Lottery business is trading at 5x EBITDA on a pro forma basis (peers trade in the high single digit range). What’s the catch? ITG has a large Italian lottery contract up for renewal in Q2 2025 which investors are worried about.
1:45 - Peter shares his background and how a Texas native ended up in London
3:30 - Palm Harbour overview
4:30 - Pete...
Просмотров: 102
Видео
6. Christian Ryther of Curren Capital - Stock Spin-off Investing Podcast
Просмотров 28419 часов назад
In this episode, I interview Christian Ryther of Curreen Capital. Christian starts off by sharing his experience at Columbia Business School in the Value Investing program. He then shares how how he managed to finish second in a 100 mile race. During the podcast episode, we discuss several spin-offs: Solventum (SOLV), Enhabit (EHAB), Millrose (MRP), Havas (HAVAS), and Pluxee (PLX). 1:35 - Chris...
4. Colin King of Circle City Capital Discusses Magnera and his approach to spin-offs.
Просмотров 2772 месяца назад
In this episode, Rich Howe interviews Colin King of Circle City Capital. We discuss how Colin built his $28MM holding company, lessons learned from investing in spin-offs for over a decade and what he thinks of recent spin-off, Magnera (MAGN). 1:01 - Colin’s background 3:25 - Colin discusses quitting his job to found Circle City Capital Group 4:27 - How Colin splits his time between public and ...
3. Derek Pilecki of Gator Capital Discusses His Approach to Investing in Financial Spin-offs
Просмотров 5882 месяца назад
In this episode, Rich Howe interviews Derek Pilecki of Gator Capital. We discuss how Derek approaches spin-offs in the financial sector. He shares lessons learned from Jackson Financial (JXN), BBX Capital (BBXIA), Virtis Investment Partners (VRTS), and Voya Financial (VOYA). 0:54 - How Derek founded Gator Capital 4:40 - Gator Capital current AUM 5:40 - What it was like to start a financials foc...
2. David Bastian of Kingdom Capital Talks Net Lease Office(NLOP), Curbline(CURB), and Magnera(MAGN)
Просмотров 3352 месяца назад
In this episode, Rich Howe interviews David Bastian of Kingdom Capital. We discuss recent spin-offs, Net Lease Office Properties (NLOP), Curbline Properties (CURB), and Magnera Corporation (MAGN).
1. Asif Suria Talks About Two Upcoming Spin-off
Просмотров 5063 месяца назад
In the first Stock Spin-off Investing Podcast episode ever, Asif Suria and I talk about Lions Gate Entertainment and Western Digital. Here's what we cover: 1:18 Asif’s background 5:07: How do you think about spin-offs? 7:57: Discussion of GE / GEV? 9:51: Why are Lions Gate Entertainment (LFGA/LGFB) and Lionsgate Studios (LION) interesting today? 17:18: Insider buying at Lions Gate? 21:46: How c...
United Technologies Will the Break up Unlock Value
Просмотров 4266 лет назад
In this video, we analyze United Technologies' announcement that it will break-up into three separate public companies, and then we value the company using a sum-of-the-parts approach to determine if the break-up with unlock value.
Thanks guys good work
Loved it!
awesome!
Colin is an excellent example of a good business man is a good stock investor! Nice interview, learned a ton!
I agre 100%. Thanks for watching!
Hey great video. Would love in the future if you could put time markers in description. Thanks!
This was wonderful, thank you both for your time!
thanks for watching!
great discussion - thanks
Thanks for watching!
Fantastically good and informative! Thank you for sharing your insights and thoughts. I will follow this channel with excitement going forward. Guess I'm the first subscriber from Sweden 🙂
Thank you so much for the kind words. Glad you enjoyed it!!
Excellent ! You got a new subscriber!!!
awesome!!