News & Press

Playboy Could Be The King of SPACS – Here Are Three Picks

Playboy Could Be The King of SPACS – Here Are Three Picks

Playboy Enterprises may well end up being king of these three SPACs due to its vintage brand value and other offerings like gaming. And with its new motto “Pleasure for All,” it is by far the best known example of so-called “‘blank check” companies. Since SPACs (or special purpose acquisition companies) are all the rage, The Edge believes Draftkings, Inc. and Chargepoint, Inc. are good bets alongside Playboy amidst a backdrop of brands leading the way for the future US economy.

John Coleman, portfolio manager at New York’s Alpine Global Management, has been studying the SPAC market since its inception. He talked to The Edge about the strategy he uses, saying: “In regards to SPACs, I employ a much different strategy than most other investors. I can tell you that I look closely at the technical setups of each SPAC, juxtaposed against the fundamentals of the announced business combination and the valuation you’re paying for it. It’s also important to have a feel for the overall market atmosphere when performing this process.” There’s more tips from John later in the article.

Continue reading the full article…

Jim Osman Highlights 3 Catalyst Situations – Business Insider Interview

Jim Osman Highlights 3 Catalyst Situations – Business Insider Interview

“Growth is the new value investing.” That’s what Jim Osman, the founder of The Edge Group, said when asked about how he was dissecting today’s prevailing market landscape.

“I’m a value investor at heart, but it just is dead,” he said. “And it just hasn’t worked for years.” He added: “Any savvy investor is not going to sing the same narrative.”

When the market tides shift, so does Osman. That’s why he’s focusing on companies that are focusing on what counts: technology and change.

Osman says astute investors have been rewarded for putting technology and special situations at the forefront of their methodology this year. And he expects that trend to continue.

Continue reading the full article…

Avoid IPOs With Helicopter Parents, Traders Warned

Avoid IPOs With Helicopter Parents, Traders Warned

Traders looking for the next winning IPO should seek carve-outs that make a clean break from their parent companies, according to a new study.

IPOs from carved-out businesses outperform when their parent company fully exits an ownership stake, compared to those in which parents keep a position after the listing. That’s according to a new study presented on Tuesday by accounting firm KPMG AG and The Edge Consulting Group — a research firm that focuses on spinoffs — to a group of fund managers.

Continue reading the full article…

Here’s Why You Should Be Buying Pfizer Like Its Insiders

Here’s Why You Should Be Buying Pfizer Like Its Insiders

Wall Street deal maker Ronald E. Blaylock has just made his first investment in Pfizer stock three years after he joined the board — signalling there is about to be an upward move in the company’s fortunes.

The Corporate Governance insider, who sits on the Audit Committee, snapped up $500k shares just three weeks ago ahead of the hotly anticipated Q4 $195bn Mylan and Upjohn mega-merger-Spinoff called Viatris — as well as the Cerevel Therapeutics Nasdaq IPO.

Continue reading the full article…

These Stocks are “Special.” Here’s Why – Barron’s Q&A

These Stocks are “Special.” Here’s Why – Barron’s Q&A

Every investor wants a sustainable edge—a system that produces strong returns and is repeatable. Some investors look for the cheapest stocks. Others look for growth. Still others focus on exploiting trading arbitrage. There are many ways to try to earn a return.

London native Jim Osman has his own, unconventional way to invest. A Wall Street veteran who spent almost a decade at Société Générale, he wasn’t happy pitching typical analyst research to institutional brokerage clients. Instead, he was drawn to special situations—underfollowed companies, unique circumstances, or difficult-to-understand investments. In a Q&A with Al Root of Barron’s, Jim describes his thinking behind Special Situations as compelling investments and several of his current ideas.

Continue reading the full article…

Click here for more details on the companies mentioned in the article.

 

Jim Osman Pinpoints 3 Potential Winners – Business Insider Interview

Jim Osman Pinpoints 3 Potential Winners – Business Insider Interview

Jim Osman, the founder of The Edge Group, arrives at his stock picks based off of longer-term, secular trends he’s seeing emerge in the marketplace. His ideas boil down to technological advancements and a younger, more insular consumer.

“You should be looking for stocks where there’s some sort of identifiable catalyst to move them.” That’s what Jim Osman, the founder of The Edge Group, said when asked how investors should be navigating today’s market in an exclusive interview with Business Insider. He continued: “Because, otherwise, you’re going to be potentially betting on an outcome which may or may not happen.”

Continue reading the full article…

As Zwift CEO Hints At An IPO, Here Are The Top E-Sports Stocks For 2020

As Zwift CEO Hints At An IPO, Here Are The Top E-Sports Stocks For 2020

Covid-19 has spelled doom for countless companies, but some industries have already risen from the ashes and are ready to rocket in the post-pandemic world – and e-sports seem to be playing the victor.

The Edge had an exclusive interview with genius Zwift CEO Eric Min, who hinted an IPO is potentially in the company’s future. With that idea in mind, The Edge decided to pick the absolute best e-sport stocks for investors to sink their teeth into.

These billion dollar giants include Tencent Holdings Ltd, Activision Blizzard, Inc., Electronic Arts, Inc., and Take-Two Interactive Software and, despite their successes so far, have not even scratched the surface in terms of potential value creation. “Generation Z” is only just maturing as “Generation Alpha” starts sprouting.

Continue reading the full article…

As Video Dating Soars, Diller’s Match Spinoff Can Make Investors A Killing

As Video Dating Soars, Diller’s Match Spinoff Can Make Investors A Killing

They may be separating, but Match Group is not divorcing from genius value creator Barry Diller’s IAC, because this “conscious uncoupling” will allow both companies to live happily ever after — just as the rise of video dating takes the world by storm. Covid-19 has sparked a new trend for those looking for love.

The Edge (the global leader for activist ideas, special situations and Spinoffs) believes investors would be wise to look at both Match and IAC (InterActiveCorp) ahead of tomorrow’s (June 30) Spinoff to realize true value from Barry Diller’s infallible investment insights.

Continue reading the full article…

Three Ways To Detect Underperforming CEOs Who Can Spoil Your Portfolio

Three Ways To Detect Underperforming CEOs Who Can Spoil Your Portfolio

President Truman had a desk sign that read “The Buck Stops Here” and when he left office 67 years ago, he told his successor Eisenhower, “The President has to decide. He can’t pass the buck to anybody.”

That message should still be true for CEOs accustomed to passing blame for company failings nowadays — but often they get away with impunity for wrecking good companies.

The Edge has uncovered the 15 worst-performing S&P 500 companies of the last decade, providing insights into CEO actions and some useful tips for investors on how to do your homework to avoid them.

Continue reading the full article…

BMW Should Spin Off Rolls-Royce To Take On Tesla

BMW Should Spin Off Rolls-Royce To Take On Tesla

BMW’s CEO Oliver Zipse should be very afraid when Tesla’s Gigafactory Berlin-Brandenburg opens in July 2021.

Genius Elon Musk is gaining ground in Germany and a stronger foothold in Europe as his plans to build his Tesla Model Y gather pace.

But almost 600 kilometers away in Munich, the much anticipated BMW i4 EV fastback is projected to start rolling off production lines too, making electric car wars the future for the post COVID-19 struggling automotive industry.

With BMW still refusing to build a dedicated EV architecture like rivals Audi and Mercedes-Benz, The Edge (the leading source in under-performing companies for activist involvement, Special Situations and Spinoffs) believes BMW can gain control of its cost centers more efficiently by Spinning off its luxury automotive brand, Rolls-Royce Motor Cars Ltd, into a separate entity.

Continue reading the full article…