$ソルベンタム (SOLV.US)$$スリーエム (MMM.US)$It’s pretty common large business spin off is not properly priced. Unsure then just basket them, and sell and buy together. Wall street voodoo, different industry has different multiple… Dow and Industry fund will sell, and medical fund will buy in. Debt allocation make things more complicated. Say profit is 9:1, but Debt could allocated 18: 1, or 5: 1, or even 3:1, apparently different price. Recall UTX spin off. RTX was bad at that...
April 2024 has been a remarkable month for my portfolio, characterized by a surge that edge out the$Hang Seng Index (800000.HK)$by a hair's breadth, but outpaced major benchmarks like$SPDR S&P 500 ETF (SPY.US)$and$FTSE Singapore Straits Time Index (.STI.SG)$. One of the main reasons behind this performance was long awaited rally in the Chinese market. After weathering 3 years of turbulent crashes, it was like seeing a phoenix r...
Guess the market thinks the spin-off of Solventum$ソルベンタム (SOLV.US)$and its $8B+ revenue stream wasn't such a hot idea. 3M$スリーエム (MMM.US)$down 13.3% on the day.
$Solventum (SOLV.US)$ Solventum, has the virus killing coatings. so how long will it take to paint the world? How often will they be repainted. This will be a growth monster that I'm guessing the governments on all levels will implement plans to not only coatings in emergency rooms but stadiums,public transit, restaurants ect. it's going to be a long long runway of growth that should be ...
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Wall street voodoo, different industry has different multiple… Dow and Industry fund will sell, and medical fund will buy in. Debt allocation make things more complicated. Say profit is 9:1, but Debt could allocated 18: 1, or 5: 1, or even 3:1, apparently different price.
Recall UTX spin off. RTX was bad at that...
One of the main reasons behind this performance was long awaited rally in the Chinese market. After weathering 3 years of turbulent crashes, it was like seeing a phoenix r...
this tax effect from the accounting assures smart investors that don't want a tax burden will need to hold for long term gains. imo
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