SPECIAL: Mario Cibelli on the New Reality for Public

SPECIAL: Mario Cibelli on the New Reality for Public Small-/Mid-Cap Growth Companies

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In this special episode, Mario Cibelli joins us to talk about the ”rapidly forming new reality for public small/mid growth companies,” the steps companies can take to adapt to this new normal, and how portfolio managers should think about diversification and turnover.

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Bill Chen on Public Equity Investing in Real Estate (Part 2)

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome back special guest Bill Chen, founder and managing partner of Rhizome Partners, to discuss public equity investing in real estate. This conversation is part two of a multi-part series.

Published 06/01/24

Bill Chen on Public Equity Investing in Real Estate (Part 1)

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome special guest Bill Chen, founder and managing partner of Rhizome Partners, to discuss public equity investing in real estate. Bill lays out the investment case for REITs from a long-term investor’s perspective.

Published 05/20/24

This Week in Intelligent Investing

Published 05/20/24