Johnson & Johnson (JNJ.N) plans to spin off its consumer health division that sells Listerine and Baby Powder to focus on pharmaceuticals and medical devices in the biggest shake-up in the U.S. company’s 135-year history. The move by the world’s largest health products company follows similar announcements by conglomerates Toshiba(6502.T) and General Electric(GE.N) and underscores how big, diversified corporations are under pressure to simplify their structures.
5 Experts Warn Retail Investors to Be Cautious Regarding SPACs
Donald Trump’s latest deal sparked a retail trading frenzy and led some to argue that the former US president is making SPACs great again. After it was announced that Trump Media & Technology Company will go public by merging with Digital World Acquisition Corp., shares in the blank-check company soared by over 1,000% to the $130 level. That briefly gave Trump’s new venture an implied value of over $8 billion. A Special Purpose Acquisition Company, or SPAC, raises capital through a public.
Get the Edge on a Dell Spinoff
VMW will pay a special cash dividend of between $11.5 billion to $12 billion to VMW’s shareholders, which will include around $9.5 billion for DELL.
US Vivendi Investors Were Shortchanged, But ABBA Mania & George Lucas Are The Key To Great Growth For UMG
Pioneering Universal Music Group will have exponential growth with a stellar team truly embracing the digital universe and this will eventually result in great returns for US investors, according to The Edge.
WSJ – Wine Deal Making Surges as Investors Look Past Covid-19 Woes
Deal makers have targeted the wine industry, as investors bet on rising prices for winery acreage despite a Covid-19 hit to demand for the beverage. Deals by private-equity funds to invest in wineries, vineyards and distributors have risen 75% in 2021 so far, compared with last year, according to Refinitiv. There has also been a jump in mergers and acquisitions, with companies spending $8.1 billion this year to snap up wine-related firms, compared with $1.8 billion last year, Pitchbook data.
Billions Deep Dive with Special Situations Investing – George Aliferis & Jim Osman
Finding an edge in financial markets is hard. We explore the Special Situations opportunity with our guest expert. How does it work? Why is it an opportunity? Can it work for Axe Capital?
Finding an Edge in Financial Markets – Podcast Interview with George Aliferis
This is the inaugural episode of The Fintech Files podcast v2.0. In this episode, I’m [George Aliferis] speaking with Jim Osman the founder of The Edge Consulting Group, a research boutique specializing in sourcing special situation investments, such as Spinoffs and activist ideas. In this new edition of the podcast, we will separate the conversation into two parts. First, we are going to talk about careers. Then, we will break down a specific financial or fintech topic. In this episode, it.
The Stock Market Is At Record Highs, But Corporate Debt Is Ballooning. Here Is One Stock That Should Benefit.
Credit agencies may be one of the big winners of the post-pandemic build back, as they ride the waves of economic instability and decide which consumers and businesses are worthy of credit lines and extra lending. They wield very real power. Deloitte reported this month that companies needed to borrow to invest in home working and social distancing and, for some luckier businesses, needing to borrow more to expand as the pandemic provided them with fruitful opportunities. They still must pay.
Cash-Hungry Emerging Markets Arrive Late to the SPAC Party – Reuters
Emerging markets have so far been on the fringes of a fundraising boom using so-called SPACs or special-purpose acquisition companies, which could potentially unlock a vital new source of cash for entrepreneurs in developing regions. But the take-off of SPAC fundraisings in these markets hinges in part on the success of a few recently-delayed landmark deals, reflecting wider global investor caution about this funding tool. SPACs allow investors to list a shell company on public markets before.
Jim Osman’s Top 3 Ideas With 50% Upside – Business Insider Interview
Jul 26, 2021
Jim Osman is neither a growth, nor a value investor. “I am a fundamental investor overall,” Osman said. “I invest in solid companies and particularly in company change.”