Glossary
/
Spin Off
Search analyses, concepts, filings…
⌘K
New analysis
Spin Off
Definition
(placeholder — auto-created from analysis tagging)
Tagged analyses
depth score: 0
FIS
Bank-tech utility trading at 19% of base IV after Worldpay extraction.
Buy · 2026-05-04
LEN
Lennar at 0.15x IV is a cyclical bargain — but homebuilding is not Clayton.
Hold · 2026-05-04
VLTO
High-quality DBS-style compounder, but priced at 2x intrinsic value.
Avoid · 2026-05-05
GEHC
A picks-and-shovels imaging oligopolist trading near base intrinsic value.
Hold · 2026-05-05
APTV
Cyclical auto-tech compounder cracked in half at one-third of intrinsic value.
Buy · 2026-05-03
DHR
Great franchise, ordinary returns on capital, priced like the bioprocessing boom returns.
Hold · 2026-05-04
FTV
A Danaher-bred operator at 0.68x intrinsic value, post-Ralliant simplification.
Buy · 2026-05-04
DD
Cyclical chemicals roll-up mid-breakup; the math says wait, not own.
Too Hard · 2026-05-03
← All concepts