Stock Spin-off Investing Podcast

Mar 19 2025 9 ep. 49 mins
Stock Spin-off Investing Podcast artwork

In this podcast, Rich Howe discusses all things related to stock spin-offs.

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9. Colin King on What Spin-offs Look Compelling TODAY

Mar 19 2025 49 mins  
During the episode, we welcome back Colin King of CircleCity Capital. Instead of just diving deep into one spin-off situation, Colin and I share which ideas look particularly interesting today.1:20 – Rich explains why IAC Inc (IAC) is particularlyinteresting today.3:35 – IAC’s imminent spin-off of ANGI6:10 – Colin shares his perspective on IAC and ANGI9:25 – IAC is finall

8. Kris Rymer of Safe Harbor Stocks on Amentum (AMTM) and Magnera (MAGN)

Feb 11 2025 59 mins  
During the episode, Kris shares his background and then dives deeply intoAmentum (AMTM) andMagnera (MAGN). We then cover questions aboutMillrose (MLP), Net Lease Office Properties (NLOP) and others.1:00 – Kris shares his background and experience buying andselling a small business2:15 – Finance and entrepreneurship runs in Kris’ family5:10 – How Kris evaluates a spin-off9:0

7. Peter Smith on International Gaming Technology (IGT)

Feb 03 2025 62 mins  
In this episode, I talk with Peter Smith of Palm Harbour Capital. Peter shares his background and then dives deeply into InternationalGaming Technologies (ITG). In a nutshell, IGT is interesting because it has agreed to sell its Gaming & Digital business to Apollo. IGT will receive ~$3.6BN of net proceeds, when the transaction closes and the Remaining Lottery business is tradin

6. Christian Ryther of Curreen Capital

Jan 27 2025 53 mins  
In this episode, I talk with Christian Ryther of Curreen Capital. Christian starts off by sharing his experience at Columbia Business School in the Value Investing program, and also how he managed to finish second in a 100 mile race. During the podcast episode, we discuss several spin-offs: Solventum (SOLV), Enhabit (EHAB), Millrose (MRP), Havas (HAVAS), and Pluxee (PLX). 1:35 –

5. Ameya of Multiples Capital on MGM and Garrett Motion (GTX)

Dec 23 2024 52 mins  
In this episode, Rich Howe interviews Ameya of Multiples Capital. We discuss Multiples Capital's founding story and why MGM and GTX are two of Ameya's favorite stocks today. What we covered: 1:15 – Ameya’s background 3:15 – Using Jeff Bezos’ regret minimization framework 4:15 – The formation of Multiples Capital 4:35 – When Ameya immigrated to the United States 5:00 �

4. Colin King of Circle City Capital Discusses Magnera and his approach to spin-offs.

Dec 04 2024 39 mins  
In this episode, Rich Howe interviews Colin King of Circle City Capital. We discuss how Colin built his $28MM holding company, lessons learned from investing in spin-offs for over a decade and what he thinks of recent spin-off, Magnera (MAGN). 1:01 – Colin’s background 3:25 – Colin discusses quitting his job to found Circle City Capital Group 4:27 – How Colin splits his tim

3. Derek Pilecki of Gator Capital Discusses His Approach to Investing in Financial Spin-offs

Nov 25 2024 44 mins  
In this episode, Rich Howe interviews Derek Pilecki of Gator Capital. We discuss how Derek approaches spin-offs in the financial sector. He shares lessons learned from Jackson Financial (JXN), BBX Capital (BBXIA), Virtis Investment Partners (VRTS), and Voya Financial (VOYA). 0:54 – How Derek founded Gator Capital 4:40 – Gator Capital current AUM 5:40 – What it was like

1. Asif Suria Talks Lions Gate and Western Digital

Nov 13 2024 43 mins  
In the first Stock Spin-off Investing Podcast episode ever, Asif Suria and I talk about Lions Gate Entertainment and Western Digital. Here's what we cover: 1:18 Asif’s background 5:07: How do you think about spin-offs? 7:57: Discussion of GE / GEV? 9:51: Why are Lions Gate Entertainment (LFGA/LGFB) and Lionsgate Studios (LION) interesting today? 17:18: Insider buying at Lions Gat

2. Talking NLOP, CURB, and MAGN with David Bastian of Kingdom Capital

Nov 13 2024 39 mins  
In this episode, Rich Howe interviews David Bastian of Kingdom Capital. We discuss recent spin-offs, Net Lease Office Properties (NLOP), Curbline Properties (CURB), and Magnera Corporation (MAGN).