2021 Quicktake #4: Organon and Co

Spinoff on a low valuation

Joel Greenblatt gave the idea that we should scour the world for spinoff as they are incredible opportunities. But the space got incredibly crowded since he launched his book.

Spinoff is no longer cheap and shareholders are less willing to sell indiscriminately as of in the past.

The opportunity gap seems to be gone for a long while until recently… With…

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