◆ Contrarian Corpus
Campaigns / Marcato → Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)
Marcato vs. Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)

Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)

1 deck published between 2012-10-01 and 2012-10-01 — 69 pages, 69 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. 2012-10-01 initial thesis

    2012 10 Marcato Real Estate Presentation Oct 2012

    69pp · conference_presentation

    Three stocks — ALEX, GenCorp, Brookfield Residential — hide land assets on their balance sheets at decades-old cost, offering 46-286% upside once marked to market.