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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 December 2021

  • Murray’s Musings
    • Indexing the Healthcare Industry
  • Industry Thoughts
    • Dental Stocks
  • Facts & Figures
    • P/E Ratios of Dental Stocks
    • ETF Bond Flows
    • Pharmaceuticals
  • Featured Companies
    • Kyndryl Holdings, Inc. (KD-W)
    • Envista Holdings Corporation (NVST)
    • Covetrus, Inc. (CVET)
    • Henry Schein, Inc. (HSIC)
  • Post-Musings
    • Pharmaceutical Innovation
  • From the Readers
    • Dental Industry Innovation
    • Tesla
    • Bitcoin ETF
    • Mesabi Trust

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
    • The Technology Giants
  • 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
    • Active Managers ETF 
  • 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).

March 2016 Spin-Off Report Compendium

January 2016 Spin-Off Report Compendium

December 2015 Spin-Off Report Compendium

July 2015 Spin-Off Report Compendium