“The majority is always wrong; the minority is rarely right.” A lasting quote from Norwegian playwright Henrik Ibsen. A concept I buy very much into. It’s much like the Pareto Principle, also known as the 80/20 rule, which states that roughly 80% of the effects come from 20% of the causes. The principle frequently serves as a benchmark for planning, prioritization, and decision-making. Individuals and organizations can make more informed and effective decisions and concentrate their efforts in.
News & Press
Forbes - Investors Can Make Gains As Companies Break Up. These 3 Tech Giants Are Next.
Apr 12, 2023
If you haven’t noticed, recently some of the biggest household companies are getting smaller and some are just about to become smaller. DuPont, United Technologies, IBM, and General Electric are just a few of the multi-billion-dollar corporations that have decided that the sum of their parts is greater than the whole in recent years. Kellogg, 3M Co. and Danaher are scheduled to break up later in the year too. But why this phenomenon? Before we head down into the rabbit hole, something should be.
Barron's - 3M, Danaher, and Kellogg Are Spinoff Stock Plays
Apr 11, 2023
As the three-ring circus of rising interest rates, inflation, and bank failures plays out, investors may be searching for opportunities that are less exposed to the performance of the overall economy. Corporate spinoffs and separations are worthy of consideration. Screening for attractive spins, however, is more involved than just simply eyeballing price-to-earnings ratios. So Barron’s reached out to Jim Osman, founder of research firm The Edge, which identifies opportunities in special.
CGTN Europe Global Business on 2023/3/30 – Jim Osman, The Edge Group
Mar 31, 2023
Jim Osman, The Edge Group, joins CGTN Europe to discuss the potential value in other tech break-ups following the announcement of segment IPOs from Alibaba.
CNBC - The Edge Group’s Jim Osman on Alibaba Spinoff Investment Opportunity
Mar 29, 2023
Jim Osman, The Edge Group, joins CNBC’s “Fast Money” to discuss the fallout from the Alibaba split.
Bloomberg – Alibaba Is Laying the Ground for a Breakup. Amazon and Alphabet Should Do the Same.
Mar 29, 2023
Alibaba Group Holding is radically shaking itself up, which is sending shares higher. Amazon.com and Alphabet , Google’s parent, may want to take note of the plan and the stock’s reaction. Tuesday, the Chinese internet company unveiled a new organization structure. The company is arranging itself into six business units, each with an independent board of directors and CEO. The six include cloud intelligence; internet retail; mapping; transactions; logistics; and digital media, including Alibaba.
Bloomberg – Alibaba Breakup Shows Global Tech Giants a Way to Unlock Value
Mar 28, 2023
A plan to split Alibaba Group Holding Ltd. into six units sent the company’s stock soaring Tuesday while introducing a potential model for global tech giants facing mounting breakup pressures.
Forbes - Why Every Good Stock Market Investor Needs A Breakup
Mar 9, 2023
Divorces, as anyone who has been through one (and I haven’t) will tell you, are expensive. Ask Jeff Bezos. In 2019, Jeff and MacKenzie finalized their separation, which, at roughly $160 billion, set a financial world record that will be difficult to beat. Were they better staying together or are they freed up to realize their real true potential apart? Time will tell, I guess. The structure of human relationships and breakups is something I’m not really an expert on. However, what I have done.
Barron's - Arconic Stock’s Rally Might Just Be Getting Started
Mar 5, 2023
Arconic Corp. (ARNC) investors got a pleasant jolt this past week after The Wall Street Journal reported the aluminum products company was in talks to be acquired by private-equity firm Apollo Global Management (APO). Despite a big gain, the stock still looks like a buy. The Journal reported Apollo (ticker: APO) submitted a bid in February at a “significant premium” to recent levels. Apollo didn’t respond to a request for comment, while an Arconic spokesperson said the company doesn’t comment.
Forbes - Greater Returns Come From Buying Companies, Not Markets.
Feb 13, 2023
One of the most common questions I have been asked in my 33 years of being involved in finance is, “what do you think of the market?” Basically, this translates into, “should I buy now?” Humans have a natural inclination to own things for a variety of reasons, including status and achievement, a sense of security, control and independence, emotional attachment, and self-expression. These reasons help explain why people enjoy owning things and why owning things can be a source of satisfaction.