6 candidates · ranked by conviction
Comcast cable-network spinoff (completed 1/2/26) — forced-institutional-selling setup
GARP — zero debt, $1.39B cash, 2-for-1 split effective 7/1/26
GARP — trailing P/E ~9.16x, mixed analyst actions
13F cornerstone (not fresh) — now also carries live Hormuz war-risk insurance exposure
Real insider buy, but single 10%-holder not a cluster — mid Serapha merger-arb
S&P Global spinoff completed 7/1/26 — candidate only, day-one whipsaw $18.10-$21.50, no valuation work done yet
"Hypothesis in, proof out."
Passes primary-source verification
Versant Media Group — Comcast cable-network spinoff, forced-selling setup
SEC EDGAR filing history, CIK 0002067876 (Versant Media Group, Inc.) — earliest filings date to the 2026-01-02 spin-off registration. No filing supports characterizing this as pending or upcoming as of mid-2026.
Form 4 (filed 2026-06-29, period 2026-06-26): transaction code "A" — award of Deferred Restricted Stock Units to a director. Not an open-market acquisition; does not qualify under the insider-cluster criteria.
no snapshot yet — fetch to freeze verifiable numbers into the chain
Comcast cable-network spinoff, forced-institutional-selling setup — the one idea that survived tonight's verify gate cleanly