During their recent episode, Taylor, Carlisle, and Bill Lenehan discussed Why REITs Can’t Compound Like Berkshire. Here’s an excerpt from the episode: Jake: Yeah. Do you have any– Is there any reticence or– I don’t want to say regret, that’s not the right word. But the fact that the REIT … Read More
VALUE: After Hours (S06 E46): Activism, REITs, Capital Allocation and Four Corners Property Trust with Bill Lenehan
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