Jerry Capital — Andy on Dan Loeb on response to $CSGP
"Investors should carefully consider the source of their advice - Third Point has consistently underperformed relative to the Russell 3000 in…↗
Jan 8
Jerry Capital — $CSGP finally about to give that all clear but they nuked their equity for another year instead.↗
Jan 7
Jerry Capital — $CSGP noted Homes will see significantly reduced net investment-declining from ~$850m in 2025 to over ~$300m in 2026, with additional ~$100+ million annual reductions through 2030.…↗