Nagao
other on 1 show · 3 statements across 1 episodes · said 18 times in 1 episodes since 2021
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Capital Allocators 18
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3 statements about Nagao, every show
Baran: Symphony has held Nagao for roughly a decade, returning 10x
“We've owned this company for probably close to 10 years now, and it's up 10 times.”
Baran: Nagao generated a 24% return on leasing temporary shelters
“And so effectively, it's a leasing business. They make these things, they lease them. And the return on the lease was 24%.”
Baran: Nagao's inventory resale value was 8x its market cap
“The interesting thing about this company was when we found it, they were trading at a discount to the value of the units that they owned. If the company at the time said we're going to sell all the units, And take the cash and dividend it out. It would have be…”