Writing about High Quality Companies, Enlightened Capital

Enlightened Capital

Writing about High Quality Companies

I have more than 8 years of investing experience across Equities and Fixed Income (Investment Grade/High Yield). I have largely focused on Financials, Energy, and Utilities professionally, but I am interested in exploring new sectors to find attractive opportunities. Right now, the Payments sector is occupying much of my time.

Equity Bottom-Up

<ul><li>Summary: Resilience and Growth Through Turmoil, Asymmetric Opportunity Today</li><li>Target TGT 4.54%↑ has been a highly controversial retailer for years.</li><li>Recall that in 2007, Bill Ackman’s Pershing Square invested in the business, ultimately building a 10% stake and launching an activist campaign to get on the board and force a sale-leaseback of Target’s extraordinarily valuable real estate.</li></ul>

Summary: Resilience and Growth Through Turmoil, Asymmetric Opportunity TodayTarget TGT 4.54%↑ has been a highly controversial retailer for years.Recall that in 2007, Bill Ackman’s Pershing Square invested in the business, ultimately building a 10% stake and launching an activist campaign to get on the board and force a sale-leaseback of Target’s extraordinarily valuable real estate.

Target Corp

Tarjay: Legendary Retailer on Markdown