Published: April 13, 2023
If you missed our discussion with Mohnish in early February '23, we're sharing it again here. In this wide ranging discussion, we hear about the investments Mohnish has made in Reysas, Brookfield, his thoughts on position sizing and concentration as well as Big Tech and how ChatGPT (and others) ...
Published: September 12, 2014
Student housing is a relatively new, niche-oriented real estate asset class with tremendous demand-driven growth opportunities and a highly fragmented landscape with few firms having any true market concentration. With such a large, fragmented market, there lies an opportunity to become a market ...
Published: October 10, 2013
Tale of the taper. Amidst a Fed-tapering, rising interest/ mortgage rate backdrop, Trulia (the "Company") also finds its growth rates tapering. Copycat risk is extremely high given the lack of a defensible, sustainable competitive advantage and a marginal competitive position as the #2 player in ...
Published: May 31, 2013
At the Ira Sohn Conference earlier this month, Jonathon Jacobson of Highfields Capital Management outlined a short case against Digital Realty Trust (DLR) that was one of the best we had ever heard. Since then (and at the time of this writing), the stock has declined about 9%. DLR is heavily shor...
Published: August 21, 2012
This claim of $89.3M (based on Judge Gropper’s ruling) grows at ~$12,850 daily (5.2% current yield), providing a cushion if settlement and recovery takes longer than estimated. While the absolute return on this investment is not heroic, this investment is uncorrelated with the market and presents...
Published: July 19, 2012
Terex (TEX) is a leading global equipment manufacturer that is highly levered to construction and infrastructure activity. These markets are experiencing close-to-trough levels of demand and Terex ’s revenue and performance will improve dramatically as they recover.
Published: June 11, 2012
Brookfield Properties is profitable and trading at a depressed valuation to current and future profitability. At today’s price, you can pay less than fair value for the profitable Canadian operations and retain a free option for the recovery in the depressed US operations.
Published: September 11, 2012
<em>(This is an edited and highly-abbreviated quick pitch pulled from the SumZero community)</em>
Analyst: Rohit Dewan
Firm: Olm Capital Management
Industry: Hedge Fund
Location: New York, NY
Recent Price: $29.23
Target Price: $40.00
Zillow (NYSE: Z) belongs in a highly diverse categ...