Spinoffs
Corporate spinoff investment research — tracking opportunities from announcement through completion
Monthly Reports
Landscape sweep — what's new, completed, cancelled this month, plus stats and grade changes across the full slate of upcoming spinoffs.
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Company Tracker
Deep dive on each upcoming spinoff. Track information changes over time that could move the thesis between monthly reports.
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Completed
Post-separation scorecard across the historical universe of completed spinoffs — how they performed since Day 1, their post-spin lows, and recovery. What we predicted vs what happened.
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