Mega-cap technology companies should consider Spinoffs of major businesses, as this would both reduce the risk of antitrust action against them and result in strong upside for the stocks, according to the research firm The Edge.
News & Press
MoneyShow Top Picks – Spinoff Expert Eyes Barry Diller’s Empire
Mar 19, 2021
Following up from its successful Spinoff of Match Group (MTCH) in July 2020 (IAC up +140% since), we continue to recommend entering IAC as a strong long-term play, with a near-term catalyst of Vimeo’s Spinoff as well as Turo’s potential IPO in 2021.
Architectural Digest – What Will SPACs Mean for the Design World?
Mar 16, 2021
While most would arguably agree that 2020 was a dismal year by many measures, it was a banner one on Wall Street for a once little-known financial vehicle: special-purpose acquisition companies, or SPACs. Once considered a shady back-door M&A tactic, SPACs’ popularity skyrocketed last year thanks to high liquidity levels and market demand for new growth companies.
CNBC – Analyst Says It’s Buyers Beware for Investors Looking to Get In on the SPAC Surge
Mar 3, 2021
Alex Korda, Global Deals analyst, on the latest SPAC deals and why investors should be cautious. With CNBC’s Melissa Lee and the Fast Money traders, Guy Adami, Tim Seymour, Karen Finerman and Steve Grasso.
Jim Osman’s Three Top Picks at the MoneyShow Virtual Expo
Feb 22, 2021
On February 18, 2021, The Edge CEO & Founder Jim Osman highlighted three value catalyst situations to watch in 2021 at the MoneyShow Virtual Expo, as well as detailed how The Edge tracks and advises on similar ideas for investors. Please see below for the full recording of the presentation. The slides are available on request.
SPAC Winners Emerge From Industrials, Consumer Deals
Feb 9, 2021
Blank-check companies that find targets in the consumer defensive and industrial sectors are the most profitable for investors, a new study shows.
SPAC Analyst Sees Very Brief Window Before Stocks Lose Money
Feb 9, 2021
The longer a portfolio holds a special purpose acquisition company, the worse it’s going to perform, according to a new study by a special situations research firm.
Stocks of Companies That Emerge From SPACs Don’t Do Well. It’s a Reminder to Not Buy the Hype.
Feb 5, 2021
Barron’s – By Nicholas Jasinski, February 5, 2021
Hear The Edge’s Top Pick on the MoneyShow Virtual Expo
Jan 29, 2021
On January 28, 2021, Jim Osman described how investors can approach the value catalyst space and presented one of The Edge’s top conviction ideas at the MoneyShow Virtual Expo. Please see below for the full recording of the presentation. The slides are available on request.
Activist Shakeups Nearing for Hard-Hit Pandemic Picks
Jan 13, 2021
Activist trading during the pandemic will lead to big shakeups in the year ahead for consumer, health and financial stocks, according to a special situations research firm.