BNED is down sharply. Buy more?

This is already a regular ritual – BNED publishes reasonable annual (or quarterly) results, but the stock actually crashes 11% two days in a row. What’s interesting is that yesterday the stock opened up more…


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…




Is Bioverativ (BIVV) cheap enough?

Bioverativ (BIVV),the Hematology Division of Biogen, has recently separated from the pharmaceutical giant, mainly to let it continue its strong growth on its own. BIVV concentrates on hemophilia, a market whose size is estimated at…


37.9% for the spinoff portfolio in 2016

2016 was a great year for spin-off stocks in general, and spin-off shares I purchased in particular – my spin-off portfolio produced 37.9%, almost 4 times the return of the US market, which I measure…


DishTV is buying Videocon d2h

It is now official – The Indian Satellite television giant DishTV, announced that it came to an agreement to merge with its major competitor Videocon D2h. The united company will be named DishTV Videocon Limited…