EVENT LINK: CLICK HERE (video, dial-in, materials links)
KEY PRESENTATION TOPICS
- Introduction
- Position Monitor review
- Macro & GIP Quads
- Short COLD
- Overall thesis
- Potential downward earnings revisions
- Upside / Downside analysis from here
- IRR analysis
- Long-terms earnings power
- Review of business segmentation
- History of external growth through acquisitions
- USDA commodity data and other macro drivers
- Appendix:
- Earnings model
- Q&A
Please call or e-mail with any questions.
Rob Simone, CFA
Managing Director
Twitter: @HedgeyeREITs
Office: