We released an early alert on Masco Corp. (MAS) on June 7 with our views on the company's strategic review of its Cabinetry and Windows segments, which we believed were prime Spinoff candidates given the wildly successful 2015 listing of TopBuild Corp. (BLD). The company has opted to seek sales of the segments instead, therefore nullifying our anticipated value creation opportunities.
18 Jun 2019
The Edge continues to believe Corteva, Inc. (CTVA) is the jewel of the recent break-ups at DWDP, and the marrying of old-school agriculture with a vastly under-exposed area of technology make this a worthy investment at current levels. Check out our full analysis on CTVA's Spinoff from DuPont de Nemours, Inc. (DD) for more details.
14 Jun 2019
Almost three years ago, as President-elect Donald Trump was courting technology chiefs before taking over the White House, Amazon founder and CEO Jeff Bezos was more than happy to accept an invitation to Trump Tower to talk tech. But now, given the richest man on the planet has made a very powerful enemy in the President, Bezos could come down to earth with a bump as his plans to land the coveted Pentagon cloud-computing contract could go up in smoke.
07 Jun 2019
With the success of its previous Spinoff, TopBuild (BLD), up +190% vs -10% index return and the same management team pressing to streamline its core business, we believe that the world’s largest manufacturer of branded home improvement and building products, Masco Corp. (MAS), will follow the same playbook and announce another Spinoff after its strategic review by the end of June. Analysis ahead of this release out shortly.
07 Jun 2019
The historic three-way break-up at DowDuPont (DWDP) is complete, resulting in the creation of three powerhouse companies in the Specialty Chemical, Material Science and Agriculture spaces. We're positive on Corteva, Inc. (CTVA) and recommend investors to take advantage of this drop on listing and increase their stakes in this pure-play agriculture science business with many positive factors to look forward to.
03 Jun 2019
Investors ask me what makes a good fund manager. David Marcus, CIO at the mutual fund Evermore Global Advisors tells me how he approaches investments and why CEO's are key to recognizing a good company. Read my exclusive interview with him on Forbes.
17 May 2019