71 documents showing 61–71

Formula 1 is a $2bn 'brand nobody's heard of' — sales economics defy any genuine consumer demand

Herbalife is a pyramid scheme: distributors profit by recruiting, not retail sales

BMC has underperformed every peer and index over 1-, 2-, 3-year and YTD windows

Ron Johnson (Target, Apple Retail) can repeat his retail magic at chronically mismanaged JCP

CP has the worst operating ratio of any Class I railroad while closest peer CN has the best

GGP is worth ~$20/share sum-of-parts ($15 PF GGP + $5 GGO) vs. $14 price — 43% upside by year-end

CXW trades at a 12% cap rate vs ~7% for Health Care REITs with near-identical attributes

Time Warner has underperformed its peer index by 51% under Parsons; splitting into four SpinCos (AOL, Content, Publishing, Cable) plus a $20bn buyback unlocks $30-45bn — a 35-54% premium.

McDonald's real estate is worth ~$46bn, ~94% of enterprise value, but trades like a restaurant stock

Kao, a 'sleeping giant' of premium FMCG brands hamstrung by a management allergic to growth, should refocus globally and rebuild the board, unlocking 76-97% upside.

Hess has underperformed every relevant peer over every time frame of John Hess's 17-year CEO tenure