Simon Property Group [SPG]

Mid-Year Review [December 2020]

The second half of the year gave me the opportunity to analyze some very high-quality companies, including Arista Networks, United Health Group, Netflix and, most recently, Disney. As I said in my first mid-year write-up, you will find a swath of different types of opportunities here. I talk about deep value companies [Rolls Royce, Simon …

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Mid-Year Review [July 2020]

I hesitated before deciding to write mid-year review of some of the companies I talked about because I do not want this blog to be seen as a place to receive stock tips or buy/sell recommendations. Rather, I consider this blog as a real-time journey into my research process. Sometimes I encounter a really great …

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Mall REITs: Simon is a Financial Fortress

Introduction Mall REITs are modern investors’ kryptonite. No one wants to touch them. In fact, the only real commentary I see on these names is from income/dividend investors. Of course, that just makes me want to analyze them even more. As Charlie Munger says. “Invert. Always invert.” Additionally, this WSJ article interested me. Aside from …

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