The HON split is worth tracking IMHO. I’ve done really well patiently selecting the right spin-offs. I see a couple of worthwhile candidates each year on average. Some recent ones were SOLV, NLOP and AMTM (which I own and wrote up on my newsletter).
Definitely recommend follow @Asif for their weekly curation!
Thank you. The Elliott letter provides excellent background on this spinoff. I did well with GE's spinoff of Vernova and eventually also benefited from Vitesse, which was spun out of Jeffries.
The HON split is worth tracking IMHO. I’ve done really well patiently selecting the right spin-offs. I see a couple of worthwhile candidates each year on average. Some recent ones were SOLV, NLOP and AMTM (which I own and wrote up on my newsletter).
Definitely recommend follow @Asif for their weekly curation!
Thank you. The Elliott letter provides excellent background on this spinoff. I did well with GE's spinoff of Vernova and eventually also benefited from Vitesse, which was spun out of Jeffries.