Chandler Lutz

The Long Case for Recent Spin-off A.H. Belo

Great Article!... You mention how much cheaper AH Belo is than its competitors, some people might argue that this firm does not have the competitive advantages that these other firms have. Also, another concern is that the parent company in the spinoff is also a media...where will the extra efficiencies created by the spin off come from?..Also, for me personally to look at a situation like this I would have to see some pretty heavy insider buying to reassure me that this is indeed a true spinoff play...but again, a very good write up..

The Long Case for Recent Spin-off A.H. Belo

Great Article!... You mention how much cheaper AH Belo is than its competitors, some people might argue that this firm does not have the competitive advantages that these other firms have. Also, another concern is that the parent company in the spinoff is also a media...where will the extra efficiencies created by the spin off come from?..Also, for me personally to look at a situation like this I would have to see some pretty heavy insider buying to reassure me that this is indeed a true spinoff play...but again, a very good write up..