I bought it before the spinoff as the Platform is on negative EV IMO and the media part is undervalued enough. If the RemainCo is not that undervalued and I like the SpinCo better, I'd probably wait for the spinoff take place and buy at the forced sale.
A follow-up question: how is the spin-off progress so far?
Alex, thanks for sharing. One question: to you, buying this stock before or after the spin-off.. which would be a better strategy?
I bought it before the spinoff as the Platform is on negative EV IMO and the media part is undervalued enough. If the RemainCo is not that undervalued and I like the SpinCo better, I'd probably wait for the spinoff take place and buy at the forced sale.