Podcast by Andrew Walker, a PM at Rangeley Capital, Yet Another Value Podcast

Yet Another Value Podcast

Podcast by Andrew Walker, a PM at Rangeley Capital

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer

Equity Bottom-Up

<ul><li>Seaport Entertainment is a collection of loss-making and complicated properties primarily in the Seaport district of New York and Las Vegas, spun out from Howard Hughes in July 2023</li><li>The company has potential for significant upside, with a market cap of $250 million and estimated potential recovery to $50 per share in three years</li><li>The new management team has the right background in entertainment and hospitality to transform the neglected properties into a prime real estate destination.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Seaport Entertainment is a collection of loss-making and complicated properties primarily in the Seaport district of New York and Las Vegas, spun out from Howard Hughes in July 2023The company has potential for significant upside, with a market cap of $250 million and estimated potential recovery to $50 per share in three yearsThe new management team has the right background in entertainment and hospitality to transform the neglected properties into a prime real estate destination.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG

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Event-Driven

<ul><li>Just a quick update: I’ll be selling my position in Howard Hughes (HHH) to fund a purchase of Havas (HAVAS).</li><li>Howard Hughes remains an attractive company that isn’t directly impacted by potential tariffs—aside from broader recession-related risks.</li><li>However, with Pershing Square attempting to take the company private, I don’t feel I have a clear edge in the current situation.</li></ul>

Just a quick update: I’ll be selling my position in Howard Hughes (HHH) to fund a purchase of Havas (HAVAS).Howard Hughes remains an attractive company that isn’t directly impacted by potential tariffs—aside from broader recession-related risks.However, with Pershing Square attempting to take the company private, I don’t feel I have a clear edge in the current situation.

United States

Seaport Entertainment Group, Inc. engages in the provision of restaurant, retail and leisure services. It operates through the following segments: Landlord Operations, Hospitality, and Sponsorships, Events and Entertainment. The Landlord Operations segment refers to the operation of physical real estate assets. The Hospitality segment focuses on food and beverage operating businesses. The Sponsorships, Events and Entertainment segment consists of the Las Vegas Aviators, the Las Vegas Ballpark, the Fashion Show Mall Air Rights, Seaport events and concerts, and sponsorship agreements. Seaport Entertainment Group was founded on January 24, 2024 and is headquartered in New York, NY.

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Seaport Entertainment (SEG US)

Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG

Caesar's exceeded synergy targets, Fin tool enhances research, SeaPort spun out from Howard Hughes with loss-making properties, poised for...

Yet Another Value Podcast

[Alert] Sell Howard Hughes (HHH)

Just a quick update: I’ll be selling my position in Howard Hughes (HHH) to fund a purchase of Havas (HAVAS). Howard Hughes remains an attractive...

Richard Howe

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