15 Days of Value (Pt. 4) - Management Changes
Day 4 = management change; when is this a "hard" catalyst?
We’re on day 4 of 15 investment themes. As a reminder, this is my “pattern recognition checklist” of sorts when reviewing hunting for new investments.
Day 1 covered beaten down stocks, a fruitful universe for idea generation and equity research.
Day 2 covered spin-offs, likely the most actionable bucket for new investments.
Day 3 covered post-reorg equities, a less frequent but highly lucrative bucket.
Day 4 (today) will look at management changes.