Founder, Stock Spin-Off Investing
3 dated public stances tracked since 2026-05-10, most recently 2026-05-10. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Rich Howe's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Rich Howe is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2026-05-10 | ZD | owns | +29.6% | — | — |
| 2026-05-10 | LBTYK | bullish | -14.8% | — | — |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| LBTYK | 1 | | 1 bullish | 2026-05-10 |
| LGF | 1 | | 1 bullish | 2026-05-10 |
| ZD | 1 | | 1 bullish | 2026-05-10 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-05-10
LBTYK
bullish
Yet Another Value Podcast · video
Sum-of-the-parts story with hard catalyst: $10/share investments plus $5/share holdco cash plus a Ziggo Group spin worth $12–14/share implies ~$25–30 fair value versus a $12 stock price, with the spin-off forcing independent market valuation within 18 months
“stock trades at $12 today. I think it's probably worth 25 to 30”
90d -14.8%
$LBTYK: can Liberty Global finally spin to win? | Stock Spin-Off Investing's Rich Howe
2026-05-10
ZD
owns
Yet Another Value Podcast · video
Post-Accenture connectivity-division sale, Ziff Davis still trades at roughly 2.5x pro forma EBITDA and management has signaled continued asset dispositions, making it a cheap sum-of-the-parts story with a self-reinforcing monetization catalyst already in…
“if our stock stays here, we're going to continue to sell assets”
90d +29.6%
$LBTYK: can Liberty Global finally spin to win? | Stock Spin-Off Investing's Rich Howe
2026-05-10
LGF
owns
Yet Another Value Podcast · video
A strong FY2027 box-office slate (Hunger Games sequel, Michael Jackson biopic) provides near-term earnings visibility while M&A speculation from large-cap tech or private equity buyers creates an asymmetric upside option on the content library
“I own Lionsgate. I like it. I owned it kind of pre-spin”
$LBTYK: can Liberty Global finally spin to win? | Stock Spin-Off Investing's Rich Howe
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