Spin-Off Report Compendium – October 2022
The following topics are discussed in this month’s compendium:
- Murray’s Musings
- The Importance of the Oil Service Industry
- Industry Thoughts
- The Oil Service Industry and Its Metrics
- Facts & Figures
- The Decline in the U.S. Labor Participation Rate: The Inflationary Implication
- Offshore Oil Rigs
- U.S. Strategic Petroleum Reserve
- Featured Companies
- DMC Global Inc. (BOOM)
- U.S. Silica Holdings, Inc. (SLCA)
- Nextier Oilfield Solutions Inc. (NEX)
- Oil States International, Inc. (OIS)
- Post-Musings
- Oil Service Indexes and Diversification
- From the Readers
- Negative Cash Flow Companies
- Appendices
- The Wealth Index (RCH)
- Money Manager Index
- International Money Manager Index
The Spin-Off Report Compendium – May 2022
The following topics are discussed in this month’s compendium:
- Murray’s Musings
- Differences Between the 1970s Inflationary Era and the Current Inflationary Era
- Industry Thoughts
- Bitcoin ETF vs. Bitcoin Mining Company
- Facts & Figures
- Patents Invalidated by the U.S. Patent Office
- Year-End Level of Crude Oil in the U.S. Strategic Petroleum Reserve
- Featured Companies
- Civitas Resources, Inc. (CIVI)
- Weatherford International PLC (WFRD)
- Gulfport Energy Corp. (GPOR)
- Chesapeake Energy Corp. (CHK)
- Post-Musings
- Other Differences Between the Inflation of the 1970s and the Contemporary Era
- From the Readers
- Valuing Crypto Mining Companies
- An Important Patent Law Issue
- Ethereum and Zcash: Proof-of-Stake vs. Proof of Work
- Does the Government Have Any Inflation-Control Policy Tools?
- Other Monetary Policy Tools From the Past?
- Entitlement Programs in an Uncontrolled Deficit World
- The Risk of Running Out of Hydrocarbons
The Spin-Off Report Compendium August 2021
The following topics are discussed in this month’s compendium:
- Murray’s Musings
- Issues in Emerging Market ESG Industry
- Industry Thoughts
- Facts & Figures
- Global Internet Usage
- Total U.S. Patent Grants
- U.S. Retail Drug Prescriptions Filled Annually
- Featured Companies
- Ingredion Inc. (INGR)
- General Electric Co. (GE)
- Affiliated Managers Group Inc. (AMG)
- Federated Hermes Inc. (FHI)
- Post-Musings
- From the Readers
- Lumber Industry
- Maverix Metals Inc. (MMX)
- Trajectory of the Tobacco Industry
- Real Interest Rates
The Spin-Off Report Compendium June 2021
Above, please find The Spin-Off Report Compendium focusing on:
- Coca-Cola Consolidated, Inc. (COKE)
- Altria Group Inc. (MO)
- Schweitzer-Mauduit International, Inc. (SWM)
- Universal Corp. (UVV)
Spin-Off Compendium April 2021
Above, please find The Spin-Off Report Compendium focusing on Trilogy Metals Inc. (TMQ), MP Materials Corp. (MP), Murphy USA Inc. (MUSA) and Centerra Gold Inc. (CG).