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Richard Howe joins the Hive for the second time! It's our first guest with a second appearance and we're stoked to bring you this conversation.

This episode is IDEA HEAVY and features 5-6 new spin-off ideas for you to research, study and add to your watchlist. Rich dives deep into the following spin-offs:

Otis Worldwide (OTIS)
Carrier (CARR)
Ecolab (ECL)
Madison Square Garden Entertainment (MSGE)
IAC/Interactive (IAC)
Match Group (MTCH)
Kontoor Brands (KTB)
Howmet Aerospace (HWM)

We also discuss shorting micro-cap stocks, Rich's friends asking for stock gambles and how Rich finds interesting, low-risk arbitrage situations in the markets.

Here's the show outline:

3:25 - Recent Spin-offs (MSGE, OTIS, CARR, ECO)
5:14 - MSGE Bull Thesis
11:24 - How To Capitalize Lease Payments
17:40 - MSGE Pre-Mortum
22:03 - Otis Worldwide (OTIS)
24:25 - Carrier (CARR)
30:00 - Normalizing Cyclical Earnings
34:35 - Ecolab Spin-off Arbitrage
45:54 - Howmet Aerospace (HWM)
52:30 - IAC/Interactive & Match Group (MTCH)
68:11 - Front-Running an ETF with Kontoor Brands (KTB)
76:10 - Shorting Micro-Cap Stocks (ZOOM)
83: 45 - Position-Sizing Shorts
88:25 - When Your Friends Ask For Stock Gambles
91:00 - Closing Questions

As always, thanks so much for listening! If you like what we're doing, please subscribe and leave a rating and review wherever you're listening. It goes a long way.

If you're interested in Rich's premium service, click here and use the code "Macroops" for a 25% discount. Make sure to follow Rich on Twitter @Stockspinoffss

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Spin-off Extravaganza (OTIS, MSGE, IAC/MTCH) w/ Richard Howe, StockSpinOffInvesting.com (Episode 29)

Value Hive Podcast