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Winning Your Race

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  • Fund managers publish their quarterly letters around this time of year.
  • Here is a good list by the way [HERE].
  • We investors like to act like we are reading them but ...

Warren Buffett: Sometimes Buying A Basket Of Stocks In An Industry Is Better Than Picking Individual Stocks

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  • During the 2002 Berkshire Hathaway Annual Meeting Warren Buffett provided some great insights into why buying a basket of stocks in an industry is better than picking individual stocks.
  • WARREN BUFFETT: Charlie may be better equipped on that than I am, but it certainly — it’s been, as an industry, a very, very good business over time.
  • And at some valuation level, it would be something we would think very hard about.

What Are The Steps Investors Can Take To Discover A Company’s Hidden Assets

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  • Tobias Carlisle: So you describe the strategy to exploit these hidden assets or, in particular, these intellectual property character-type assets as a ‘blue ocean’.
  • Joseph Calandro: Well, that’s right.
  • Joseph Calandro: Yeah, I talked to one analyst and he thinks that, again, we’re just talking about movie revenue, again we’re not talking about comic book revenue, toy revenue, apparel and animated cartoons on television; this is just movies.

Astroball

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  • On a 2014 cover of Sports Illustrated, Ben Reiter predicted that the Houston Astros would win the World Series in 2017.
  • This is no small feat considering the salaries the large market teams...
  • [[ Please visit site to read more ]]

Corporate Spinoff Monthly Roundup – April 2019

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  • Another month is almost in the books so lets recap the recent spinoff activity and also take a look at what spinoffs the next month will bring: Spinoffs Completed Prior Month Some big spinoffs in April.
  • April 1st – after several years of merger integration work, DowDupont (DWDP) began breaking itself up last month with the spin off… Read More »

Hidden Assets: Just How Did Disney Unlock $17 Billion+ From A $4 Billion Acquisition Of Marvel?

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  • Tobias Carlisle: You describe in your paper as 57 percent above what the future value, the net asset value, you described as an expected growth requiring a 20 percent reinvestment rate.
  • And you’re right about Bob Iger, and the quote that I took in a quote in the paper is, his statement at the time was, “We paid a price that reflects the value Marvel created and the value we can create at one company.
  • Joseph Calandro: So as a value oriented investor and analyst, if you paid a full price, how are you going to make money?

7 Stocks Providing A Growing Income With Increased Dividends

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How much money will you need for retirement? This a very difficult question to answer. There are many factors and assumptions that go into estimating the income that will be needed in retirement. However, one certainty is that if you only invest in fixed income securities, you will need more than if your investments provide you a growing income.

Below are several companies that are providing their shareholders a growing income with higher cash dividends...

24th Annual Sohn Investment Conference New York

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  • The 24th annual Sohn Investment Conference in New York is fast approaching.
  • 2019 Sohn New York Speakers List
  • In addition to the main event, the conference will again feature the 6th annual Next Wave Sohn segment earlier in the day, which showcases emerging managers presenting their latest investment ideas.

Get a free CVR in the Aratana Therapeutics acquisition

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  • Last Friday Aratana Therapeutics (NASDAQ:PETX) announced that it would be acquired by Elanco Animal Health (NYSE:ELAN).
  • Elanco will pay 0.1481 shares of common stock – worth $4.85 at current market prices – while Aratana is trading at $4.79 for a spread of just 1.2%.
  • While it’s a low-risk deal that should close soon, that’s not enough to get excited about.

VieMed Healthcare (VMD): A Founder Led Canadian Listed U.S. Ventilator Company Faces the Risk of Competitive Bidding for its Medicare Patients Starting in 2021

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  • As stated above, VieMed operates in the healthcare services space, providing access to medical equipment and services.
  • One in which a company has to get licensed in every state it operates in.
  • As stated above, the company also offers sleep tests, PAP machines, and percussion vests, but the NIV segment is the largest part of its business.

(Ep.8) The Acquirer’s Podcast: Joseph Calandro Jr – Hidden Assets, M&A Dealmaking: Disney And Marvel’s Movies

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  • Joseph Calandro: That’s right.
  • Joseph Calandro: That’s right.
  • Joseph Calandro: Well, that’s right.

QDLC's Potential has Increased

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  • Any time you hear about a court win and monetary judgement you have to ask yourself three questions: is it real, is it final, and is it collectible.
  • Perhaps QDLC and Pounce will continue working together and QDLC could get payment in the way of better deal terms.
  • It's not completely on time but the press releases and numbers have been coming.

Sandridge Energy (SD): A Carl Icahn Controlled Post-Bankruptcy Oil Producer With 10-35 Years of Proved Reserves in Colorado, Oklahoma, and Kansas Trading at a Fraction of Net Asset Value

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  • I believe many special situation-type investors owned SD last year in hopes of participating in a quick asset sale.
  • These factors have culminated in a stock that I believe is too cheap to ignore.
  • And with Sandridge Energy we have none other than Carl Icahn himself representing shareholders.

Garrett Motion (GTX): Messy Financials, A Peculiar Indemnification Liability, & Typical Spin-off Dynamics Have Obfuscated Garrett Motion’s Attractive Underlying Economics

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  • GTX primarily is in the business of designing and manufacturing turbochargers for automotive OEMs.
  • They also design and make E-boosters for hybrid vehicles.
  • It’s important to note that the Company has transitioned from mainly selling Diesel products to Diesel and Gas.

The Dip

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  • Some books can be shortened to the length of an article without losing anything.
  • Seth Godin's The Dip: A Little Book That Teaches You When to Quit can probably be shortened to a sentence.
  • [[ Please visit site to read more ]]

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