Wednesday, September 22, 2021

Consensus Cloud Solutions: Quick Thoughts on Garbage Barge Spin

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Just to get this out of the way early, I don't own J2 Global (JCOM) and this spinoff is pretty dicey, but I find the setup pretty fascin...
8 comments:

Jackson Financial: Spin/Demerger, Technical Selling

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Jackson Financial (JXN) is the largest variable annuity provider in the U.S. and was recently spun (or "demerged" in ex-US terms, ...
21 comments:
Thursday, September 9, 2021

Atlas Financial: Senior Bonds Should Reject RSA, Reopening Play

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At a certain point, I should probably turn this blog over to a few of my smarter readers, Atlas Financial Holdings (AFHIF) has been mentione...
25 comments:
Tuesday, August 17, 2021

PFSweb: Another Asset Sale, Cheap RemainCo Situation

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PFSweb (PFSW, ~$280MM market cap) is reader suggestion to the recent theme of companies that have sold a major business segment leaving the ...
63 comments:
Monday, August 2, 2021

Laureate Education: Asset Sales, Informal Liquidation, RemainCo Cheap

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After my RVI post, a reader pointed me to Laureate, a setup that rhymes with RVI -- a large asset sale that is obscuring value in the Remain...
28 comments:
Wednesday, July 21, 2021

Retail Value Inc: PR Portfolio Sale, Liquidation De-Risked

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Retail Value Inc (RVI) is a retail strip center REIT that was a 2018 spin of SITE Centers (SITC, fka DDR) and has always been on my watchli...
46 comments:
Friday, July 16, 2021

CorePoint Lodging: Strategic Alternatives, Another Hotel REIT for Sale

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CorePoint Lodging (CPLG) is an old friend of the blog that I've tried hard to forget, it is a hotel REIT that was spun from LaQuinta (L...
8 comments: