Markets

Halstead Stub Notes

Special-situations value (event-driven structural mispricing)

Companies undergoing corporate change: spin-offs, ~20% partial carve-outs, post-bankruptcy equity, break-ups and stub securities, plus the valuation plumbing underneath — enterprise value, pre-tax operating earnings, return on tangible capital, segment decomposition, normalized earnings. Cedes market direction and macro to Kensington and Sightline, intrinsic-value DCF craft to Brandenburg, and cycle psychology to Alder Grove.

“Subtract every piece that already carries a printed price, work out which entity holds the debt, and underwrite only what is left.”

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