10. My "Dividend as a Catalyst" Playbook

Update: 2025-04-15

Description

In the episode, I cover my "Dividend as a Catalyst" playbook. I review two case studies and then discuss two live ideas.

Here's what I cover:

1:15 - What is the "Dividend as a Catalyst" Playbook

2:30 - Case Study #1 : Kontoor Brands (KTB)

6:20 - Case Study #2: Jackson Financial (JXN)

9:45 - Current Example #1: Sunrise Communications (SNRE)

13:36 - Current Example #2: Havas N.V. (HAVAS)

Comments

In Channel

13. Colin King on NCR Atleos, Aumovio, and Solstice

2025-10-2345:18

12. Dom St. George of Cayucos Capital on Valterra Platinum

2025-07-1441:13

11. Simeon McMillan of Accrued Interest (STRZ, WBD, CMCSA)

2025-07-0201:05:44

10. My "Dividend as a Catalyst" Playbook

2025-04-1517:21

9. Colin King on What Spin-offs Look Compelling TODAY

2025-03-1949:20

8. Kris Rymer of Safe Harbor Stocks on Amentum (AMTM) and Magnera (MAGN)

2025-02-1159:59

7. Peter Smith on International Gaming Technology (IGT)

2025-02-0401:02:17

6. Christian Ryther of Curreen Capital

2025-01-2753:48

5. Ameya of Multiples Capital on MGM and Garrett Motion (GTX)

2024-12-2352:02

4. Colin King of Circle City Capital Discusses Magnera and his approach to spin-offs.

2024-12-0439:15

3. Derek Pilecki of Gator Capital Discusses His Approach to Investing in Financial Spin-offs

2024-11-2544:18

1. Asif Suria Talks Lions Gate and Western Digital

2024-11-1343:53

2. Talking NLOP, CURB, and MAGN with David Bastian of Kingdom Capital

2024-11-1339:29

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#box-pro-ellipsis-176417620097487{-webkit-line-clamp:2;}10. My "Dividend as a Catalyst" Playbook