Event Driven Insights

In this interview, I talk to Ben Demase about San Juan Basin Royalty Trust and his stock investment thesis for it. Not much of a stock, though. More on that in the video. In this interview we cover what a royalty trust is, how it differs from a regular company, how San Juan was hit hard by cutting its dividend, and potential future earnings due to a strong catalyst. www.netnethunter.com

Is this incredibly rare Japanese stock spin off set to soar? Spin offs are rare in Japan, but what’s even more rare is spin offs that involve a company lead by an incredible entrepreneur with a passion for launching successful businesses in house. Today Evan Bleker talks to Rich Howe about the latest spin off gem he’s found, this one Japanese spin off Hamee. We discuss how uncommon it is to see a spin off in Japan, Hammer’s business, business history, company leadership, balance sheet health, share buybacks, insider buys, insider ownership, and the firm’s history of launching new businesses in house. We discuss the challenges and benefits of investing in Japanese stocks, research methods, and some fun stories about other Japanese stocks. In the end, Rich discloses a second Japanese stock spinoff that he’s monitoring.

Is Abacus Global Management the next great S.T.A.R. business? Richard Koch may like this one. Abacus Global Management is a niche leader in a new, fast-growing market, but surprisingly, it’s not priced for perfection. In this interview, I talk to Stephen Farrington, who lays out the case for Abacus. We discuss the new market for life insurance policy resettlements, the speed at which Abacus is growing, the runway ahead for the business, the market competition that Abacus faces, recent acquisitions and whether this should be seen as “deworsification” or not, the firm’s current valuation and what is should be trading at, plus management competence, insider buys, and recent share buybacks. www.netnethunter.com

Is This Commercial Real Estate Stock Set to Soar? Chris Kanaan thinks so. Today, Evan Bleker sits down with Chris to talk about True North Commercial Real Estate Investment Trust, a Canadian firm making commercial real estate investments throughout Canada. They discuss True North Commercial Real Estate Investment Trust, The difference between commercial real estate stocks and a commercial real estate trust, back to work legislation passed by the federal government, the misconceptions about the commercial real estate market in Canada that investors have, how the commercial real estate market is actually fairing, big Canadian value investors who have been buying commercial real estate stocks, the impact that AI might have on the commercial real estate market, specifically office space, Canada’s growing population, the lack of new supply of office space in the face of increasing demand, True North’s dividend history, share buybacks, and insider ownership. Get free special situation and event driven stock alerts by joining our Morning Brew newsletter. Follow this link here: https://www.eventdrivendaily.com/subscribe/ Event Driven Daily www.eventdrivendaily.com Net Net Hunter www.netnethunter.com

The Next Berkshire Hathaway? Bill Ackman Stock Howard Hughes Is Set For Outsiders Company Status according to Greg Aikens. Well, could be. In this interview, I talk to Event Driven Daily analyst Greg Aiken about Howard Hughes Holdings (NYSE: HHH), a master planned community corporation operating in the South West in the US, and Hawaii. We discuss the history of the Howard Hughes company, how Bill Ackman got involved with the company during the GFC, bringing it out of bankruptcy as a spin off, and how Bill Ackman upped his stake in the business to gain majority control. We cover the difference between Howard Hughes Holdings, Howard Hughes Corporation, whether Bill Ackman is aligned with shareholders, and his plan to acquire an insurance company to form the basis for building the next Berkshire Hathaway. Greg and I discuss whether Bill Ackman will be able to craft a high return business, and how Ackman could use permanent capital and his capital allocation skills to build a true outsiders company like Henry Singleton or John Malone. Get free special situation and event driven stock alerts by joining our Morning Brew newsletter. Follow this link here: https://www.eventdrivendaily.com/subscribe/ Event Driven Daily www.eventdrivendaily.com Net Net Hunter www.netnethunter.com

How can you profit from the fall of the UK economy? In this podcast, I talk to Alberto Alvarez about Manolete Partners, a bankruptcy financing firm trading in the UK, that will benefit from the record number of bankruptcies in the UK. The country is seeing the largest number of bankruptcies since the 2009 Great Financial Crisis, and Manolete Partners is set to profit. In this podcast, we discuss the UK’s economic decline, that the UK is currently experiencing a depression, how local councils are insolvent and had to be bailed out by the British government, how 22% of British companies will have to refinance their debt in 2025. We discuss Manolete’s business, how it makes money off of larger bankruptcies, and the forward line of sight that the company has with respect to earnings. As it turns out Manolete Partners has a near 5x upside, according to Alberto, with very little downside likely, and it’s trading just above NCAV. It’s a tragic situation but you can make money from the UK decline and fall. Get free special situation and event driven stock alerts by joining our Morning Brew newsletter. Follow this link here: https://www.eventdrivendaily.com/subscribe/ Event Driven Daily www.eventdrivendaily.com Net Net Hunter www.netnethunter.com

Innovative Food shares are primed for great returns according to Sebastian Krog. Today I talk Innovative Food Holdings (OTCQB: IVFH) with private investor Sebastian Krog. Innovative has gone through a major restructuring and has well aligned management from a well regarded retailer and a hand picked c-suite which make the investment well worth checking out. We discuss the recent history at Innovative Foods, activist involvement at Innovative Food Holdings, Innovative Food Holding’s new CEO and why it’s such a key factor in this turnaround story, market shares and fragmentation within the food distribution industry in the US, M&A or rollup opportunities within the food distribution industry, and CEO Bill Bennett’s experience and competence when it comes to getting the job done. We also discuss whether Innovative Food Holdings is market leader in a new innovative niche and possible implications for investors. Lastly, will insiders screw outside share holders out of their ownership? Event Driven Daily www.eventdrivendaily.com Net Net Hunter www.netnethunter.com

In this conversation, Lee Roach discusses Alico Ltd (NASDAQ: ALCO), a citrus producer transitioning to real estate development. He outlines the company's strategic shift, the special situation on offer for investors, market potential, and challenges faced due to historical events like hurricanes and citrus greening. Roach emphasizes the management's commitment to shareholder value and the implications of Florida's real estate landscape amidst inflation. He also explores the long-term outlook for Alico, highlighting the risks and potential rewards for investors. Event Driven Daily www.eventdrivendaily.com Net Net Hunter www.netnethunter.com

In this special situation investing conversation, Evan Bleker and Ovidiu Voica discuss the Polish video game stock 11 Bit Studios, exploring its potential for growth, recent challenges, and the gaming industry landscape. They delve into the company's notable titles, including Frostpunk, and the investment opportunities it presents. The conversation also touches on technical difficulties faced during the call, highlighting the importance of reliable technology in communication. Event Driven Daily www.eventdrivendaily.com Net Net Hunter www.netnethunter.com

In this conversation, Dylan Marrello discusses the investment potential of IMAX China, highlighting its unique position in the market, the evolution of its business model, and the impact of local language films on revenue. He emphasizes the company's low valuation, the potential for a buyout by the parent company, and the importance of navigating risks associated with investing in China. The discussion also covers the strategic shift from unit sales to revenue sharing and the role of buybacks in supporting stock performance. Overall, the conversation presents a compelling investment thesis for IMAX China, with a favorable risk-reward profile.