Uncovering Value

Finding value in the market

Independent investment research focused on corporate actions, fundamental analysis, and market opportunities. Currently covering corporate spinoffs in depth.

Latest Research

Spinoff Report
May 31, 2026
Comprehensive Spinoff Investment Opportunities
~24 upcoming spinoffs analyzed over the next 12 months. Most imminent: FedEx Freight & New Enviri (June 1), Mobility Global (July 1), Midera/Middleby (July 6). Top picks: Mobility Global (A+, 60% EBITDA margins), Honeywell Aerospace (A, $17.4B revenue). Newly completed: First Tracks (TRAX), Octave (OCTV), ChronoScale (CHRN). Best performer: SOLS +68%.
Read Full Report →

By the Numbers

24
Upcoming Spinoffs
15
Completed & Tracked
6
Reports Published
+68%
Best Performer (SOLS)

Featured Opportunities

A+

Mobility Global

S&P Global (SPGI)

CARFAX owner with 60% EBITDA margins. Distribution July 1.

A

Honeywell Aerospace

Honeywell (HON)

$17.4B revenue, $4.3B EBIT. $16B notes priced. Investor Day June 3.

A-

FedEx Freight

FedEx (FDX)

$8.9B LTL carrier. 80.1% spin. Distribution June 1.

A-

Corteva / Vylor

Corteva (CTVA)

Two-way ag split: Vylor seed + New Corteva crop protection. Q4 2026.

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