VALUE: After Hours (S06 E46): Activism, REITs, Capital Allocation and Four Corners Property Trust with Bill Lenehan

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In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Bill Lenehan discuss: Why Simplicity in REITs Wins Capital Allocation Strategies for REIT Success Applying Raymond Loewy’s MAYA Principle to Modern Markets Why REITs Can’t Compound Like Berkshire Why Doing the Work and Thinking Independently … Read More