Special situations
Demergers, spin-offs, turnarounds and event-driven ideas.
10 posts
All 10 posts, newest first
- Special situations Suven creates value through demerger Mar 2020
The pharmaceutical component of the company which was carve-out in January got listed today , This is another demerger which was value accretive Pre Demerger Mkt cap was less than…
- Special situations Suven Life sciences - Demerger to create Value? Jul 2019
Suven Life sciences is a company that I am tracking from 2014 This is what I wrote in 2014 on their optionality But as you would have seen expecting the company to not to…
- Special situations IIFL Demerger Analysis Nov 2018
The ability to destroy your ideas rapidly instead of slowly when the occasion is right is one of the most valuable things. You have to work hard on it. Ask yourself what are the…
- Special situations Thomas Cook - Are sum of parts greater than M-cap Sept 2017
Below is a post based an edited note to Insider Subscribers *** Thomas Cook (TC) now is a mini holding company which has multiple lines of businesses (a company which has 53…
- Special situations Max India Demerger saga finishes Jul 2016
Last week the final (3rd) company from Max India demerger exercise got listed on bourses, we started tracking this story in Jan 2016. A lot has happened over last six months and…
- Special situations Max India - Spin off Analysis Jan 2016
In Jan’ 2015, almost a year back diversified firm Max India spin off plan were announced management indicated it is splitting listed entity into three companies with the existing…
- Special situations Spin off Investing - TCI Ltd Nov 2015
If you have gone through Warren Buffet’s early partnership letters, you would find that he had spilt his partnership portfolio into three categories and one of most interesting…
- Company analysis Catching the falling knife - Eros International Nov 2015
Recently Eros media international has been in news although not for good reasons :) Eros which is also listed in NYSE was downgraded by Wells Fargo ,a leading banking and…
- Special situations Investing in turnaround situations Jun 2015
Investing in turnaround situations, Story of Dempster Mills and Havells India
- Special situations The wait list Investing - Example of Selan Exploration Apr 2014
Selan exploration was added to to model portfolio purely on basis of event that we see materializing in next 18-24 months. As luck would have it when I started looking at the stock back in February the price levels were 350. At the the time of writing the