Jim Osman and his company, The Edge, analyze strategic company change events that cause stock prices to move higher and create hidden value for the investor. These can be spinoffs, turnarounds, restructurings, management change, and a whole host of similar events not normally seen by mainstream Wall Street analysts that have proven to make substantial returns. He founded the firm in 2005 and has over 25 years of analyzing companies as well as managing money. He has appeared in Barron's, WSJ, and Bloomberg, and is a passionate fund raiser for The Alzheimer's Association.
Editor’s Note: Jim Osman, editor of The Spinoff Report Lite, had the sixth best-performing recommendation from our annual “Top Picks 2023” Report through mid-year. The industrial technology company Vontier Corp. (VNT) produced a total return of 51.2% during the tracked period. I reached out to him for updated commentary and guidance on his “Terrific Ten” stock, and this is what he provided...
Danaher Corp. (DHR) is an industrial and healthcare firm that is creating value by spinning off select divisions. Accumulate its shares ahead of the pending Veralto (VLTO) deal, advises Jim Osman, editor of The Spinoff Report Lite.
In The Edge Group’s analysis of corporate break-ups or spinoffs in the U.S. and Europe over the past decade, we observed that on the completion of these break-ups, several parent and spinoffs post-spin were acquired/merged with other businesses. Cerence (CRNC) could be one that gets taken over, notes Jim Osman, editor of The Edge Spinoff Report Lite.
As part of an upcoming spinoff, Safehold, Inc. (SAFE) will become the only publicly traded entity to focus purely on ground lease (“GL”) investments, an attractive business in this environment, writes Jim Osman, a leading specialist in spinoffs and the editor of The Edge Spinoff Report Lite.
Spinoffs are an uncovered area. With individual stocks showing less value as the market rises, Spinoffs have proven to make returns through any environment. Investors should be looking out for them.
Spinoff transactions are the new IPOs. Little is heard about them because they are not manufactured like IPOs and provide no income for brokers initially. However, they remain one of the most interesting places to hunt for outsize returns. Buffett, Greenblatt & Lynch are among many high-profile investors who mention Spinoffs. Hear why you should be looking too.
In these tough times where macro events are overcrowding everything, investors need to have more than just a rising market for returns. Analysing individual companies and looking at what can move the price to value are key elements of stock picking outperformance. Jim Osman will show you what to look for.