The Value Case for Spin-Offs in 2026

Lucas and Luna explore why corporate spin-offs can be a rich hunting ground for value investors, using the recent separation of a major industrial conglomerate as a case study. They discuss the structural inefficiencies that often depress spin-off valuations, the track record of spin-off outperformance, and how to identify the ones worth owning. With the S&P 500 down 2.8% in the past week and Berkshire Hathaway up 3.8%, the hosts debate whether spin-offs offer a better risk-reward than the broad market. They also touch on the flat Fed funds rate environment and what it means for spin-off financing. A must-listen for investors looking for overlooked value opportunities. #SpinOffs #ValueInvesting #CorporateRestructuring #BerkshireHathaway #BRK-B #S&P500 #FedFundsRate #Inefficiency #Conglomerate #GE #GeneralElectric #2026 #FexingoBusiness #BusinessPodcast #Finance #Investing #StockPicking #LongTerm Keep every episode free: buymeacoffee.com/fexingo