SPC Premium: Monday Morning Kickoff

A faster-than-expected spinoff ... and your inflation-protection plan ...

Author

Stock Picker's Corner (SPC)
February 10, 2025

When we launched our “Super 10” Special-Situation Portfolio last fall, we did it for a reason: Though we’re long-term Wealth Builders, we saw a chance to bring you some short-term wins — without descending into high-risk trading.

But even we didn’t realize how quick some of those wins would come or how active the other portfolio companies would be.

We chose well: One “Super 10” company just completed a spinoff; another is now looking at a three-way breakup and could also take one of its “hidden-jewel” assets public somewhere down the line.

Also in SPC Premium issue, against that backdrop, inflation appears to be accelerating anew. That could put a crimp in the Federal Reserve’s rate-cut plans. And it could add to uncertainty, which seems to be accelerating by the day.

We’ll have more on that in just a bit — and we’ll help you be prepared.

Let’s jump right into this Monday Morning Kickoff …

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Investing is simple – you're either a Wealth Builder or a Wealth Killer. As Wealth Builders, we find the best storylines – AI Era, Biotech Blockbusters, Private Equity Tidal Wave, Commodity Supply Shortfall, and more – leading us to the best stocks and assets. We “accumulate” wealth – foundational stakes, recurring purchases, and opportunistic buys on pullbacks. We hold stocks for 3 to 10 years. We think for ourselves, stick to our strategy, and play our own game. SPC isn’t for everyone, and that’s okay. Like-minded Wealth Builders understand our value, which is why folks from everyday investors to CFAs to venture capitalists have joined SPC Premium. Per Beehiiv's policies, all sales are final and fully earned upon receipt. No refunds for any purchase under any circumstance.

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