marginofdanger @marginofdanger
just another investor with an opinion or two Joined November 2022-
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$HHH perhaps this line from the recent proxy filing is what is causing market to move: "Discussions will include ... efforts to significantly reduce the capital intensity of Howard Hughes Communities" sec.gov/Archives/edgar…
@ConorNeu Which airline? United is by far the best given position at T7
@taobanker I have a hard time buying into any business where 1) there is a blurry line between mgmt comp vs what should be given to shareholders and 2) assets of the business walk out the door every night.
$22 billion market cap now @RealJimChanos. Looks super interesting as lock up expires. x.com/RealJimChanos/…
Can someone explain to me why $PS, Pershing Square’s management company at a $12B mkt cap, trades at 50% of fee-paying AUM, 40x revenues and 150x Operating Earnings, when its closed-end funds($PSH.LN and $PSUS) trade at massive 20-30% discounts to NAV…?!
@Ron284Ron In California it can’t go up by more than 2% per year so that’s maybe the only tax benefit of living here…
@jawagner92 The loop is fully understood by market. I think the market is rightly concerned about the underlying NAV, risk of becoming a PFIC, France, etc. I still think it’s good but it’s a real test in patience cc @off_the_run
Fundamental issue with $HHH is there is no return of capital to shareholders and no consistent base of earnings either. I strongly preferred the company as a real estate only situation. He massively overpaid for Vantage too. Will trade cheap to NAV until it’s truly shareholder friendly.
@MurrayHillGuy1 3.92 at Wharton would be summa
I haven't posted very much, and honestly its because I don't have many new ideas, just the same old ones, and there's not really that much to update. Not only that, but I also haven't read a very compelling write-up in a while. I've been building cash through sales, and I guess I'll just keep waiting until something really good comes along.
@Ron284Ron I thought it was a very weak letter from the activist group, sadly. Very odd to write a letter requesting a board seat -- that's not the way to do business. Either negotiate privately for a seat, or exercise shareholder rights to nominate directors.
@aaronjsallen What is the voting threshold to call a special meeting, or nominate a director? Have you been able to track down the articles of incorporation and bylaws?
1/ $JACK is a franchisor of the Jack-in-the-Box ("JITB") and Del Taco ("DT"), collectively ~2,800 restaurants. JITB and DT are ~94% and ~71% franchised, respectively. $JACK closed at $52.45 and mgmt just updated FY24E EPS guidance to $6.25-6.40 (8.3x P/E at the midpoint).
@Adam_Wyden "cheap on our numbers" is a useless comment without a detailed explanation on why consensus has it wrong. I thought the same thing when you pitched on YAVB. Or maybe your numbers match the buyside consensus and its just a low multiple business.
This is the key headline: "The Bank also announced that shareholders approved all proposals presented at its 2026 annual meeting. Key proposals at the annual meeting included ... approval of a proposed amendment to the Bank’s Restated Articles of Incorporation updating the supermajority shareholder vote requirement for certain significant corporate actions to 60% from a legacy 80%."
@leevalueroach Tough business, but things change. Also, they’ve been most aggressive on buyback in years.
@compound248 @Bonhoeffer_KDS Yeah, that’s what I was getting at
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