One of the best investors ever, Joel Greenblatt wrote "You can be a stock market genius" the book about spinoffs where he explained everything about it.
@GoodInvestingTalks Жыл бұрын
Yes. But this is wildly read. You have to adapt to other forms of investing in this space.
@Internationalpony2k4 жыл бұрын
Thanks for bringing Rich on! He is a good investor looking at the right places and above all an incredible nice person.
@richardhowe33044 жыл бұрын
Thanks for the kind words Marko!
@nishpatel58973 жыл бұрын
Thank you Richard for a great talk and Tilman for hosting it. Question for Richard: how do you assign a bet size relative to your portfolio once you find a spin-off opportunity and decide to invest in it?
@compound263 жыл бұрын
Can anyone share the link for Rich's blog? Thanks in advance.
@GoodInvestingTalks3 жыл бұрын
stockspinoffinvesting.com/ :)
@pawland75353 жыл бұрын
he said to look at debt to ebitda, how about debt to ebit?
@innerscorecard94333 жыл бұрын
Fortive wsa spun off from DHR which in turn spun off VNT