Park Hotels & Resorts (PK) is a Buy
I bought Park Hotels & Resorts (PK) to the portfolio at an average price of $27.7. Park is a lodging REIT, which holds a portfolio of $9 billion of luxury hotels and properties, it has…
Articles by Yinon Arieli
We got a new name: The Long Run Plan
Hi everyone, As I told you a few days ago, we changed the site name to “The Long Run Plan” to more properly describe what we do here – managing a stock portfolio for the…
Great annual results for VDTH
The weakness of the DTV Company – DishTV, in last quarter did not reach VDTH, which published particularly strong results. Revenue grew by 15.5% and EBITDA grew 27.1% to Rs. 10.18 billion. VDTH’s rapid growth…
The SpinOffList has a new name…
Good news! Starting from tomorrow, the SpinOffList will have a new brand name: The Long Run Plan ( www.LongRunPlan.com ). What is changing? Just the URL and the site name. Everything else (including the Spin-off Portfolio and updates)…
Cars.com is a very interesting investment idea
Cars.com Inc. (CARS-WI) owns a leading digital automotive marketplace (Cars.com) that allows consumers to find new and used cars for sale in an efficient manner. Cars.com was recently separated via spin-off from its parent company…
Disappointing results for DishTV drag VDTH shares down
DishTV released disappointing fourth-quarter results for its annual year (ending March 31), and its shares declined strongly, dragging down VDTH shares as well. Due to the approval of the merger between the two companies, the…
Vistra Energy is bidding for Dynegy
The energy company Vistra Energy (VST) reported good results for the first quarter of 2017. The company reiterated its forecast for Adj. EBITDA in the range of $1.35 to $1.5 billion to 2017, leaving it…
New Service: Upcoming Spin-offs
In 2008 Mohnish Pabrai and Guy Spier paid $650,100 to eat lunch with Warren Buffet and Charlie Munger, where among other things Charlie recommended that they should “carefully study spinoffs”. He knows what he is…
Why is HRI going down recently?
The equipment rental supplier stock – HRI, is in a negative trend recently. On the one hand, revenues continued to grow nicely, but the company reported a net loss of $39.2 million in the 1st…
Vistra Energy symbol is now VST (NYSE)
Just to update you that Vistra Energy started to trade on the New York Stock Exchange (NYSE) today and its symbol was changed to VST.