Where Quiet Breakups Make Loud Money

The system offers operational clarity and multiple expansion options. A pure-play business exposes unit economics that were hidden inside conglomerate complexity. Once investors see predictable margins and cash generation, multiple expansions follow. Investor action: model unit economics conservatively and size when the margin path is credible.Management and incentive resets. Spinoffs bring simpler boards and fresher incentive schemes. Management suddenly runs a pure play rather than a corporate segment, wh ...