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CompoundCap

@CompoundCap
Joined August 2015
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Replying to @moseskagan
NYC REIT, listing next week
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Replying to @RandolphDuke7
JPM AM data consistently says historical RE (core) premium of 200-300bps
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Replying to @DeepSailCapital @LSValue
and $MAR
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Replying to @BluegrassCap
👍
Replying to @lockedupcap
Or Altarock.. CHTR+TDG > 50% of portfolio
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Replying to @BluegrassCap
CHD added into Sustainable Equity Fund. Smithson just small/mid cap names.
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“CoStar, a publicly traded company with a market value of more than $21B, will add STR's 30-year trove of confidential hotel information to its dominantly positioned commercial real estate data empire.” bisnow.com/national/news/hot…
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Replying to @BluegrassCap @colemanrhawkins
And added BF/B in its place
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Replying to @CompoundCap @BluegrassCap @FullySynergized
Forgot to add Wedgewood and Mawer as well
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Replying to @BluegrassCap @FullySynergized
As did AKO Capital
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Replying to @BluegrassCap @wvonm
Great list. Note: Colo owned by BLS in their Danish port, so could be 2 (Fundsmith). Also, Simcorp in BLS and Smithson.
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“Given its dominance in search, hotels and online travel agencies are on another planet if they are not feeling wary.”
Skift (@skift) profile pictureSkift@skift11 Mar 2019
New Google Flights and Hotels Features Strengthen Its Booking Proposition skift.com/2019/03/11/new-goo…
Google Quietly Releases Its Hotel Booking Destination With Potentially Huge Implications

Google Quietly Releases Its Hotel Booking Destination With Potentially Huge Implications

Google has added a full-fledged destination site for hotels, without any major fanfare, and has potential implications for booking sites, as well as Airbnb.

skift.com
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Im looking for a job at either a family office or an investment fund. Most interested in team, culture, learning, mentorship; less interested in title, money. Resume pictured. Appreciate your help connecting me with the right group. #retweet
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Moody's Launches CRE Data Network As Potential Competitor To CoStar $MCO $CSGP bisnow.com/national/news/tec…

Moody's Launches CRE Data Network As Potential Competitor To CoStar

The network from Moody's Analytics will bring together tools such as Compstak and Rockport VAL into a single portal for users to access property information.

bisnow.com
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Interest in orthopedic robotics continues to grow $SYK $ZBH
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Kone SWOT Analysis via MS
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Here Comes Canada: Brookfield Says It's The New No. 1 Office Owner In NYC $BAM bisnow.com/new-york/news/com…
Here Comes Canada: Brookfield Says It's The New No. 1 Office Owner In NYC

Here Comes Canada: Brookfield Says It's The New No. 1 Office Owner In NYC

In buying Forest City Realty Trust, Brookfield has grown its commercial property footprint in New York City to 26M SF.

bisnow.com
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Sources of Growth...
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Sources of High Returns...
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Fundsmith's small-mid cap watch list (via Smithson Investment Trust)...
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