Topic: Bruce Greenwald
3 posts tagged “Bruce Greenwald”.
REIT Spinoffs: Real Value or Financial Trick?
Splitting a company's property into a separate listed landlord can look like instant value creation. One question separates the genuine cases from the financial engineering: could the property company survive if its tenant left?
Earnings Power Value: A Reality Check on Rosy Forecasts
Bruce Greenwald's Earnings Power Value strips out growth assumptions and asks a blunt question: based only on today's sustainable profit, is this business worth more than its assets — or less?
Why Growth Only Creates Value When There Is a Moat
Bruce Greenwald's uncomfortable truth: growth is only worth paying for when a business has a durable competitive advantage. Without one, growth can quietly destroy value.