Category Archives: Spinoff

Bought some $CSAL (Communications Sales)

Yesterday I finally plucked up the courage to buy a tiny holding in NASDAQ:CSAL (Communications Sales & Leasing), as part of my foray into spinoffs. Buying shares in US spinoffs can be a bit fiddly, and I admit that I … Continue reading

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Spinoff experience with CRC (California Resources)

I thought it might be worth sharing a recent experience with a spinoff, which perhaps highlights that they can provide some pretty good investment opportunities. The company in question is CRC (California Resources), which is a spinoff from OXY (Occidental … Continue reading

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Portfolio review

With another tax year under our belt, it’s time to pause for reflection, assess what we’ve learnt about investing, and hopefully boast about how our smarts led us to bag some big winners. Unfortunately, I have nothing to boast about … Continue reading

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$INDV.L – the elevator pitch

The idea is: you’re buying at a discount to a comparable, with favourable optionality from the pipeline. Indivior’s big scare card is declining revenues due to competition from generics. It’s current market cap to revenues was around 1.3. Consider a … Continue reading

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