Topic Archives: Alexander and Baldwin (ALEX)

My experience in digging through these teaser ads over the past dozen years tells me that the super-expensive “premium” newsletters are no more likely to generate long-term returns than the “entry level” newsletters… but we’re conditioned to associate price with value, and $5,000 newsletters are simply out of reach for so many small investors, so […]

Just had an interesting presentation from Mick McGuire of Marcato Capital Management, he called out three different companies who have good operating businesses but also understated values that are hidden by their balance sheets … in this case because they are carrying real estate at purchase prices. The three are Alexander and Baldwin (ALEX), Gencorp […]


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