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Episode 29: Spin-off Extravaganza (OTIS, MSGE, IAC/MTCH) w/ Richard Howe, StockSpinOffInvesting.com

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:

  • 3:25 – Recent Spin-offs (MSGE, OTIS, CARR, ECO)
  • 5:14 – MSGE Bull Thesis
  • 11:24 – How To Capitalize Lease Payments
  • 17:40 – MSGE Pre-Mortum
  • 22:03 – Otis Worldwide (OTIS)
  • 24:25 – Carrier (CARR)
  • 30:00 – Normalizing Cyclical Earnings
  • 34:35 – Ecolab Spin-off Arbitrage
  • 45:54 – Howmet Aerospace (HWM)
  • 52:30 – IAC/Interactive & Match Group (MTCH)
  • 68:11 – Front-Running an ETF with Kontoor Brands (KTB)
  • 76:10 – Shorting Micro-Cap Stocks (ZOOM)
  • 83: 45 – Position-Sizing Shorts
  • 88:25 – When Your Friends Ask For Stock Gambles
  • 91:00 – Closing Questions

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

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