Value Investigator
value_invest12
I’m on a discount-to-NAV shopping spree. During crises, some listed investments fall way more than their underlying net asset values (NAVs). Value stocks, defined as those with the highest discounts
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New Position - Simon Property Group $SPG:• 73% Discount to NAV• 18% Dividend Yield (LTM)• 26% FFO Yield (70% payout ratio)• 35% LTV• Interest coverage ratio: 5.8 $SPG is a
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