As Spinoffs are coming back into favor from their low enthusiasm in 2018, this creates great opportunities ahead. Areas of interest are the upcoming Spinoffs (KTB and CTVA), fallen Spinoffs (such as CARS) and our recent proprietary data, which highlights that Large Cap Spinoffs show a +55% absolute return (three Spinoffs in question – ATUS, DOW and FOXA). Click here for more.The Weekly Idea Generators is a concise and streamlined document provided for you with critical updates to our coverage of Spinoff and Special Situation ideas.
The top section details the most recent releases, complete with links to those alerts. The bulk of the new Idea Generator consists of our top conviction ideas that are currently on our radar, found in the middle section. Finally, the third section contains a selection of ideas that we have currently under analysis, along with links to the most recent Event Previews.