Orphan Stocks: Why Spin-Offs get Mispriced & where Opportunity Arises could be Good!

When:  Thu, Nov 19, 2026 from 11:30 AM to 01:00 PM (CT)
Associated with  CFA Society San Antonio

Spin-offs are often sold indiscriminately in their first months of trading. Index funds, institutional holders, and shareholders who never chose to own the new company frequently sell regardless of price, leaving these "orphan stocks" under-followed and mispriced. Richard Howe, CFA, Partner and Founder,  Better Way LLC will explain the structural reasons spin-offs create opportunity, share a practical framework for evaluating them (from reading the Form 10 to management incentives and capital structure), and walk through real-world examples, including situations in the current pipeline.

  • Members & Candidates invitations are complimentary
  • Guests are invited at $25

1 Hour of CE (continuing education) will be posted for members

TO REGISTER:  Click on "More Information" below:

Location

The Quarry Golf Course
444 E Basse Road
3622 Paesanos Parkway
San Antonio, TX 78209
Event Image

Contact

Sharon Criswell
4694497584
[email protected]