Contrarian Corpus
Kerrisdale Capital vs. The St. Joe Company

The St. Joe Company · JOE

1 deck published between 2018-04-01 and 2018-04-01 — 0 pages, 0 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. 2018-04-01 initial thesis

    2018 04 The St. Joe Company JOE

    —pp · research_note

    St. Joe's Florida Panhandle land bank is worth a fraction of what bulls claim; absent the promised population boom, the stock is materially overvalued and a short.