Raging Capital Ventures — I think the $SPG during Covid analogy will prove to be the case for $ARE, but we shall see. Like life sciences today, bears made the same kind of arguments about malls and e-comme…↗
Oct 29
Raging Capital Ventures — Bought a bunch of $ARE today sub $60 after downbeat results on Monday. Investors are tentative ahead of possible 2026 div cut at their December Investor Day.
Life sciences mark…↗
Oct 28
Raging Capital Ventures — $ARE pretty downbeat tonight, sounds like they will cut ‘26 div to help fund remaining capex while writing a bunch of stuff down. Maybe we get a cleanse into their December Inves…↗
Oct 22
Raging Capital Ventures — Two out-of-favor stocks that currently intrigue me: $FDS and $ARE
FactSet is trading at valuation levels it last traded at post-GFC with strong cash flows and balance sheet. Shoul…