The Ledger
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Board tenure and company valuation follow a curved, nonlinear relationship
“QMA, our quant business, did some great analysis on what is considered a linear relationship where, you know, very mature boards are considered to be less dynamic than new boards. And in reality, when you explore the valuation relationship between board length…”
Co-working models historically weather economic downturns poorly due to balance sheets
“So we were always skeptical about the ability of some of the co-working models because of their unique personal balance sheet situations to weather a downturn, and there's a rich history of co-working and flexible space providers weathering downturns badly.”
Permanent shift to online grocery will drive cold storage real estate
“Cold storage facilities as groceries go online as well. Nobody wants to touch that cold tomato or squeeze that line before they buy it, but are willing to buy it online. I think that will be a permanent shift in the convenience factor. So cold storage real est…”