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I think the premium of 3.5 turns of AFFO is well worth it given the vast difference in quality. So, on a relative basis, EQIX is the clear choice among the data center REITs. Thus, the choice for me is between investing in EQIX or simply not investing in pure-play data center REITs,...
来自Seeking α—-网页链接{名创优品股票:被低估,增长势头强劲 (NYSE:MNSO) |寻求阿尔法 --- Miniso Stock: Undervalued With Strong Momentum For Growth (NYSE:MNSO) | Seeking Alpha} Summary 总结 Miniso operates in the steadily growing branded variety retail market, which shows resiliency against e-c...
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Shell has “hit peak oil, but not peak opportunity,” as its impressive portfolio of assets should drive long-term shareholder returns in the tens of billions of dollars, The Value Portfolio writes in a bullish analysis posted on Seeking Alpha. read more Share this: Facebook Twitter Email Pr...
Yes. I think it's probably going to take some time before this business is large enough for specific financial disclosures. But I'm happy to provide an update on where we stand in the business. So, we're currently at a $300 million annual premium run rate as of the end of last year...
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