RecommendedStock
BBX Capital
Derek Pilecki shares his investment thesis for BBX Capital (BBXIA), expecting a tender offer.
heard Dec 2024
Stock Spin
Stock Spin-off Investing Podcast · @stock-spin
In this podcast, Rich Howe discusses all things related to stock spin-offs.
12 drops tracked12 brands17 episodes scanned
/stock-spin From Stock Spin
In this podcast, Rich Howe discusses all things related to stock spin-offs.
Sample Stock
Where the drops came from
The recent episodes we listened to, and the brands mentioned in each.
- 17. Ron Nussbaum of Maverick Value on Comcast (CMCSA)Jul 20, 2026 · 40 min
- 16. Andrew Walker of Rangeley Capital on Corporate Dark Arts and Lionsgate Studios (LION)May 28, 2026 · 57 min
- 15. Chris Waller – Plural Investing on GCI Liberty (GLIBK) and Seaport Entertainment (SEG)Mar 10, 2026 · 49 min
- 14. Dominick D'Angelo on TopGolf Callaway (MODG)Dec 3, 2025 · 49 min
- 13. Colin King on NCR Atleos, Aumovio, and SolsticeOct 23, 2025 · 45 min
- 12. Dom St. George of Cayucos Capital on Valterra PlatinumJul 14, 2025 · 41 min
- 11. Simeon McMillan of Accrued Interest (STRZ, WBD, CMCSA)Jul 2, 2025 · 66 min
- 10. My "Dividend as a Catalyst" PlaybookApr 15, 2025 · 17 min
Drops
Every product, code and deal from the show — newest first.
12 drops all time
The classics
12FounderHolding Company
Colin King discusses founding Circle City Capital Group and his investment approach.
heard Dec 2024
MentionedStock
Curbline
Colin King briefly discusses Curbline (CURB) as a spin-off in the context of his investment strategy.
heard Dec 2024
RecommendedStock
Garrett Motion
Ameya explains why Garrett Motion (GTX) is one of his favorite stocks and discusses its valuation.
heard Dec 2024
FounderInvestment Firm
Derek Pilecki discusses how he founded Gator Capital and its focus on financial spin-offs.
heard Dec 2024
RecommendedStock
Jackson Financial
Derek Pilecki shares his investment thesis for Jackson Financial (JXN) as a financial spin-off.
heard Dec 2024
RecommendedStock
Magnera
Colin King shares his thoughts on the recent spin-off, Magnera (MAGN), and its valuation.
heard Dec 2024
RecommendedStock
MGM Resorts International
Ameya shares the investment case for MGM Resorts International, one of his favorite stocks.
heard Dec 2024
FounderInvestment Firm
Ameya discusses the founding story of Multiples Capital and its capital management approach.
heard Dec 2024
MentionedStock
SiteCenter
Colin King briefly discusses SiteCenter (SITC) as a RemainCo in a spin-off context.
heard Dec 2024
RecommendedStock
Virtus Investment Partners
Derek Pilecki explains his investment thesis for Virtus Investment Partners (VRTS).
heard Dec 2024
MentionedStock
Zimvie
Colin King provides a discussion of Zimvie (ZIMV) in the context of spin-off investing.
heard Dec 2024
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