3 Comments

Interesting you mentioned the st Joe company. I hear it’s also kuppy’s (praetorian cap) largest position? Thoughts on it today?

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Post about JOE probably coming next week. Yes, it first got on my radar because of Kuppy. It wouldn't show up on any value screens due to how many years ago they acquired the property.

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if those salespeople have to become fiduciaries there might be issues with the higher commissions. you say jxn has higher quality; how do you measure that?

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