Three-minute pitch #2

Asset sales leave behind the company's crown jewel (at a big discount!)

Yesterday, a company in the UK announced that they are selling their main business and retaining their crown jewel software business. This allows investors to buy into a high-quality business at a steep discount to peers.

There is potential for the stock to run once the details of the transaction are fully digested. But, I think there’s enough here for this to be a compelling long-term story. Here’s a quick pitch in the interest of timeliness.