Value Hive Podcast
Value Hive Podcast
Brandon Beylo
Spin-off Extravaganza (OTIS, MSGE, IAC/MTCH) w/ Richard Howe, StockSpinOffInvesting.com (Episode 29)
1 hour 38 minutes Posted Jun 12, 2020 at 12:00 pm.
Recent Spin-offs (MSGE, OTIS, CARR, ECO)
MSGE Bull Thesis
How To Capitalize Lease Payments
MSGE Pre-Mortum
Otis Worldwide (OTIS)
Carrier (CARR)
Normalizing Cyclical Earnings
Ecolab Spin-off Arbitrage
Howmet Aerospace (HWM)
IAC/Interactive & Match Group (MTCH)
Front-Running an ETF with Kontoor Brands (KTB)
Shorting Micro-Cap Stocks (ZOOM)
When Your Friends Ask For Stock Gambles
Closing Questions
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1:38:42
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Show notes
This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive.
Richard Howe joins the Hive for the second time! It's our first guest with a second appearance and we're stoked to bring you this conversation. 
This episode is IDEA HEAVY and features 5-6 new spin-off ideas for you to research, study and add to your watchlist. Rich dives deep into the following spin-offs: 
Otis Worldwide (OTIS)
Carrier (CARR)
Ecolab (ECL)
Madison Square Garden Entertainment (MSGE)
IAC/Interactive (IAC)
Match Group (MTCH)
Kontoor Brands (KTB)
Howmet Aerospace (HWM)
We also discuss shorting micro-cap stocks, Rich's friends asking for stock gambles and how Rich finds interesting, low-risk arbitrage situations in the markets. 
Here's the show outline: 
83: 45 - Position-Sizing Shorts
As always, thanks so much for listening! If you like what we're doing, please subscribe and leave a rating and review wherever you're listening. It goes a long way. 
If you're interested in Rich's premium service, click here and use the code "Macroops" for a 25% discount. Make sure to follow Rich on Twitter @Stockspinoffss