Value Don't Lie

Value Don't Lie

Quick update on that recent spin-off...

RemainCo trading at >20% FCF yield / SpinCo at 1.2x sales

Oct 09, 2022
∙ Paid

The spin-off is complete! What do the pieces look like?

Quick reminder:
- SpinCo = Growth story
- RemainCo = Cash flow story

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