Long Pond Capital, every mention
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tap a year for its mentions
every year anyone Ted Seides 10John Khoury 7
Verbatim, from the transcripts: the passages where Long Pond Capital comes up
John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
- ▶ 0:33 Ted Seides My guest on today's show is John Corey, founder and managing partner of Long Pond Capital, a hedge fund that specializes in publicly traded real estate securities. 6 times in the scene
- ▶ 13:34 John Khoury The passives run 10 jillion dollars or whatever the largest number you could imagine is, and the pods have grown four X since Long Pond has existed.
- ▶ 16:02 Ted Seides What led you to forming Long Pond on your own? 4 times in the scene
- ▶ 20:50 John Khoury We discount it back at what we think is the appropriate discount rate, and that gives the long pond warranted value of that individual security today, which is often not where it trades in the market. 3 times in the scene
- ▶ 52:20 John Khoury Every single dollar that you're invested in this actively managed long pond ETF, you can see where that dollar is. 3 times in the scene