HeyJaredStock Spin-off Investing Podcast
In this podcast, Rich Howe discusses all things related to stock spin-offs.
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17. Ron Nussbaum of Maverick Value on Comcast (CMCSA) (opens the original)
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I recently had the opportunity to speak with Ron Nussbaum ofMaverick Value about his high conviction investment thesis on Comcast (CMCSA). Comcast just announced it's breaking up and will spin-off NBC Universal within 12 months. Ron believes this spin-off will crystallize value. I really enjoyed the conversation and hope you do as well. Here's what we discussed: 0:55 Ron's investment banking background 3:35 How Ron manages the Maverick Value portfolio 6:45 How Ron's approach has changed over tim
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