Spinoffs and Special Situations
Event-driven investing where the edge comes from forced selling, index exclusion and structural neglect rather than better forecasting.
9 books · 1 people behind it
Start here
- You Can Be a Stock Market GeniusJoel Greenblatt, 1997
- Dear ChairmanJeff Gramm, 2016
- Spin-Off to Pay-OffJoseph W. Cornell, 1997
The people behind it 1
Each person holds a book in this entry or names it in their own tags.
Investors 1
Books 9
Joel Greenblatt · 1997 · The canonical text on spinoffs, rights offerings and stub equities.
Guy P. Wyser-Pratte · 1971 · The first systematic practitioner treatment of merger arbitrage.
Jeff Gramm · 2016 · The activist letters that forced many of these separations.
Kate Welling, Mario Gabelli · 2018 · Interviews with the arbitrageurs who ran the strategy through several cycles.
T3 Breakup!
David Sadtler · 1997 · The case for demerger argued from the parent company's side.
Joseph W. Cornell · 1997 · The one book devoted to valuing and trading spin-offs.
Thomas Kirchner · 2009 · The mechanics: deal terms, spreads, break risk and financing conditions.
Brian J. Stark · 1983 · Hedging, arbitrage and liquidations; dated but still the fullest taxonomy.
John Mihaljevic · 2013 · Framework for sourcing and ranking value ideas systematically.