Quick Value #211 - Healthcare Special Situation
Divestitures, huge buybacks, and a cash flowing core business
Welcome to Quick Value
Every few weeks I’ll repost this reminder on what Quick Value is all about… Each week I’ll cover a new value investment idea in a Quick Value review. Here’s the scoop:
Idea generation — The goal is to keep the new idea process churning by working the watchlist. These are meant to be a jumping off point for deeper research (i.e. a surface level review).
Format — I stick to a format similar to Steinhardt’s 4 questions: what they do, why it’s interesting, and what it’s worth. [Technically, Steinhardt’s were: the idea, consensus view, variant perception, and catalyst.]
Weekly posts — Covers 1 new idea each week and rotates between free and premium posts. Premium posts lean toward micro/small caps and special sits.
Coverage focus — You’ll see lots of special situations (including virtually every spin-off) and an emphasis on small caps.
Past ideas — Check out past ideas here to get a feel for what’s been covered.
Today’s article covers a healthcare break-up with several divestitures announced and a major buyback close to 40% of the current market cap.
Will be back next week with a FREE edition of Quick Value. Cheers!
Market Performance
