Articles by Spin-Off Insights SA

  • Posted on 7/22/19

    V.F. Corp.: Well Managed, But Investors Should Proceed With Caution

    SummaryVF Corp. has a stellar history of actively managing their portfolio of brands.The Jeans spin-off leaves VF Corp. as a more focused, faster-growing company.While investors are . . .

  • Posted on 10/16/18

    PPG: Trian's Potential Investment Thesis

    Summary Trian Partners, the “highly engaged shareholder” firm run by Nelson Peltz, recently revealed a new investment in PPG Industries. PPG does not appear to fit . . .

  • Posted on 10/16/18

    PPG: Trian's Potential Investment Thesis

    SummaryTrian Partners, the “highly engaged shareholder” firm run by Nelson Peltz, recently revealed a new investment in PPG Industries.PPG does not appear to fit into an . . .