Event Driven Insights

An Amazing Shareholder Yield: San Juan Basin Royalty Trust

In this interview, I talk to Ben Demase about San Juan Basin Royalty Trust and his stock investment thesis for it. Not much of a stock, though. More on that in the video. In this interview we cover what a royalty trust is, how it differs from a regular company, how San Juan was hit hard by cutting its dividend, and potential future earnings due to a strong catalyst. www.netnethunter.com

Is This Incredibly Rare Japanese Stock Spin Off Set To Soar?

Is this incredibly rare Japanese stock spin off set to soar? Spin offs are rare in Japan, but what’s even more rare is spin offs that involve a company lead by an incredible entrepreneur with a passion for launching successful businesses in house. Today Evan Bleker talks to Rich Howe about the latest spin off gem he’s found, this one Japanese spin off Hamee. We discuss how uncommon it is to see a spin off in Japan, Hammer’s business, business history, company leadership, balance sheet health, share buybacks, insider buys, insider ownership, and the firm’s history of launching new businesses in house. We discuss the challenges and benefits of investing in Japanese stocks, research methods, and some fun stories about other Japanese stocks. In the end, Rich discloses a second Japanese stock spinoff that he’s monitoring.

Is Abacus Global Management the Next Great S.T.A.R. Business?

Is Abacus Global Management the next great S.T.A.R. business? Richard Koch may like this one. Abacus Global Management is a niche leader in a new, fast-growing market, but surprisingly, it’s not priced for perfection. In this interview, I talk to Stephen Farrington, who lays out the case for Abacus. We discuss the new market for life insurance policy resettlements, the speed at which Abacus is growing, the runway ahead for the business, the market competition that Abacus faces, recent acquisitions and whether this should be seen as “deworsification” or not, the firm’s current valuation and what is should be trading at, plus management competence, insider buys, and recent share buybacks. www.netnethunter.com

Is This Commercial Real Estate Stock Set to Soar?

Is This Commercial Real Estate Stock Set to Soar? Chris Kanaan thinks so. Today, Evan Bleker sits down with Chris to talk about True North Commercial Real Estate Investment Trust, a Canadian firm making commercial real estate investments throughout Canada. They discuss True North Commercial Real Estate Investment Trust, The difference between commercial real estate stocks and a commercial real estate trust, back to work legislation passed by the federal government, the misconceptions about the commercial real estate market in Canada that investors have, how the commercial real estate market is actually fairing, big Canadian value investors who have been buying commercial real estate stocks, the impact that AI might have on the commercial real estate market, specifically office space, Canada’s growing population, the lack of new supply of office space in the face of increasing demand, True North’s dividend history, share buybacks, and insider ownership. Get free special situation and event driven stock alerts by joining our Morning Brew newsletter. Follow this link here: https://www.eventdrivendaily.com/subscribe/ Event Driven Daily www.eventdrivendaily.com Net Net Hunter www.netnethunter.com

The Next Berkshire Hathaway? Bill Ackman Stock Howard Hughes Is Set For Outsiders Company Status

The Next Berkshire Hathaway? Bill Ackman Stock Howard Hughes Is Set For Outsiders Company Status according to Greg Aikens. Well, could be. In this interview, I talk to Event Driven Daily analyst Greg Aiken about Howard Hughes Holdings (NYSE: HHH), a master planned community corporation operating in the South West in the US, and Hawaii. We discuss the history of the Howard Hughes company, how Bill Ackman got involved with the company during the GFC, bringing it out of bankruptcy as a spin off, and how Bill Ackman upped his stake in the business to gain majority control. We cover the difference between Howard Hughes Holdings, Howard Hughes Corporation, whether Bill Ackman is aligned with shareholders, and his plan to acquire an insurance company to form the basis for building the next Berkshire Hathaway. Greg and I discuss whether Bill Ackman will be able to craft a high return business, and how Ackman could use permanent capital and his capital allocation skills to build a true outsiders company like Henry Singleton or John Malone. Get free special situation and event driven stock alerts by joining our Morning Brew newsletter. Follow this link here: https://www.eventdrivendaily.com/subscribe/ Event Driven Daily www.eventdrivendaily.com Net Net Hunter www.netnethunter.com