Tag Archives: Murray Stahl

Spinoff Odds & Ends: All Horizon Kinetics – Firm Likes Conduent(CNDT), Howard Hughes(HHC) and More

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Lets take a look at some recent spinoff news from the large asset manager: 1) Horizon Kinetics Likes Conduent (CNDT) At the very end of 2016, Xerox (XRX) spun off its business process outsourcing unit Conduent. After an initial dip, shares have recovered, but overall, the stock has mostly been flat since the spinoff. That isn’t a terrible outcome… Read More »

Horizon Kinetics Positive On Associated Capital(AC), AMC Networks(AMCX) And Howard Hughes Corporation(HHC)

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Horizon Kinetics is an asset management and research shop founded by Peter Doyle, Steven Bregman and Murray Stahl that has been analyzing spinoffs (and plenty of other things) for decades. Over the years, I’ve always enjoyed the various opportunities I’ve had to hear them speak. The firm even publishes a standalone research report dedicated to spinoffs and has… Read More »