Sitemap - 2022 - Old Rope
Market thoughts 4Q22- multiples, bills, 1966
Irenic's News Corp activist deck
Dividends, a new idea (857.HK), and updates (EQH, SRG)
Brief notes from the Grant's conference
Horsefed valuations in investor relations materials
Long idea: SRG- Liquidating a troubled CRE asset
Unsound play & the value of speed
Making money in real estate- dissecting two investment verticals
Long idea: EQH- buying a 160-year old business at less than 4x earnings
Case studies in valuing balance sheet assets
Evaluating subjective probabilities in merger arbitrage