Mr Neutral Man aka "Howard Marks of REITs”

As value investors, we're really bad at identifying what could potentially work as a compounder. The market clearly likes $CURB as a growth concept This is a meaningful 20% outperformance since the spinoff and we all think it's fairly priced at $22 or so We own 1% to 1.5% in https://t.co/qK6LMwdPDC

If you are a young investor or a seasoned pro, it doesn't matter. But this especially applies if you are a young investor, listen to this at 1PM today. Alix is a treasurer and one of the most fascinating thinker. Clear your schedule and listen.