The Spinoff Report is an independent research company founded by investment banking and fund management professionals to provide high quality research on Global Corporate Divestitures for the benefit of growth, value and special situation investors in this under covered yet highly rewarding and proven area.
What is our edge and why are we different?
We are the only specialist in the World that tracks and analyses Global Corporate Divestitures …Spinoff’s
When companies divest or demerge, they don’t often like to shout about it, let alone make a huge deal of announcing their intentions, and thus can prove very difficult to source. With our extensive network and team, we can both analyse and deliver you the most factual and timely information.
Our analysis is straight talking, factual and concentrated from an ‘event – spinoff’ point of view. Not just another ‘buy’ or ‘sell’ note from a remote non-independent analyst. We also highlight Relative Strength Analysis, from a Comparative and External point of view.
Invest with the insiders, not the masses! Our analysis also combines the evident but mostly hidden value in any company; Directors Dealings. Researched since inception, plus pre and post spinoff; both tracking and analysing the insiders’ [the Directors’] dealing movements and their intentions.
Our internally layered structure of globally located CFA analysts provides a distinct advantage on local knowledge and aligns their research with that of our head portfolio manager’s commercial requirements. This provides clients with research and advice that truly updates and places our customers with an ability to make an informed and arbitraged investment decision.
“There is no lack of literature explaining the benefits of demergers; with most roads pointing towards creating more value for shareholders. However, little has been done to quantify the actual shareholder value created.”
Deloitte & Touche LLP, 2008
How will company A perform without company B, and which will grow fastest?
Which company will now retain the competitive advantage durability of the original company?
Importantly, what shareholder value has the demerger actually created?