CompoundCap

[CompoundCap @CompoundCap]

@moseskagan NYC REIT, listing next week

[CompoundCap @CompoundCap]

@RandolphDuke7 JPM AM data consistently says historical RE (core) premium of 200-300bps

[CompoundCap @CompoundCap]

@LSValue and $MAR

[CompoundCap @CompoundCap]

@BluegrassCap 👍

[CompoundCap @CompoundCap]

@lockedupcap Or Altarock.. CHTR+TDG > 50% of portfolio

[CompoundCap @CompoundCap]

@HillfieldCap @BluegrassCap CHD added into Sustainable Equity Fund. Smithson just small/mid cap names.

[CompoundCap @CompoundCap]

“CoStar, a publicly traded company with a market value of more than $21B, will add STR's 30-year trove of confidential hotel information to its dominantly positioned commercial real estate data empire.”

https://t.co/3VqWbB13Ox

[CompoundCap @CompoundCap]

@BluegrassCap @colemanrhawkins And added BF/B in its place

[CompoundCap @CompoundCap]

@BluegrassCap @FullySynergized Forgot to add Wedgewood and Mawer as well

[CompoundCap @CompoundCap]

@BluegrassCap @FullySynergized As did AKO Capital

[CompoundCap @CompoundCap]

@BluegrassCap @wvonm Great list. Note: Colo owned by BLS in their Danish port, so could be 2 (Fundsmith). Also, Simcorp in BLS and Smithson.

[CompoundCap @CompoundCap]

“Given its dominance in search, hotels and online travel agencies are on another planet if they are not feeling wary.”

[Skift @skift]

New Google Flights and Hotels Features Strengthen Its Booking Proposition https://t.co/PGY1QqMJTM

[Bluegrass Capital @BluegrassCap]

Im looking for a job at either a family office or an investment fund. Most interested in team, culture, learning, mentorship; less interested in title, money. Resume pictured. Appreciate your help connecting me with the right group. #retweet

[CompoundCap @CompoundCap]

Moody's Launches CRE Data Network As Potential Competitor To CoStar $MCO $CSGP

https://t.co/atwDzN7CtT

[CompoundCap @CompoundCap]

Interest in orthopedic robotics continues to grow $SYK $ZBH

[CompoundCap @CompoundCap]

Kone SWOT Analysis via MS

[CompoundCap @CompoundCap]

Here Comes Canada: Brookfield Says It's The New No. 1 Office Owner In NYC $BAM

https://t.co/0GBpUOb8gU

[CompoundCap @CompoundCap]

Sources of Growth...

[CompoundCap @CompoundCap]

Fundsmith's small-mid cap watch list (via Smithson Investment Trust)...

[CompoundCap @CompoundCap]

Sources of High Returns...