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Land & Buildings vs. Six Flags Entertainment Corp.

Six Flags Entertainment Corp. · SIX

1 deck published between 2022-12-01 and 2022-12-01 — 38 pages, 38 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2022-12-01 initial thesis

    2022 12 LandB Six Flags SIX _ Thrilling Real Estate Value

    38pp · full_deck

    Six Flags' owned real estate is worth more than its entire equity value; spinning it to a REIT buyer like VICI plus fixing the botched 2022 repositioning can double the stock.