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What the podcasts are saying about
ALX
In-depth coverage
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Episodes
Latest attributed ideas · most recent first
5 FEB5 FEBYET ANOTHER VALUE PODCAST · 10:30
Alexander's debt restructuring unlocks value
“The bull case for Alexander's (ALX) centers on a complex debt restructuring that significantly reduces interest expense and gives the company control over a key retail asset at a favorable price.”
Core thesis · 5/5Verify in source →
5 FEB5 FEBYET ANOTHER VALUE PODCAST · 02:00
Alexander's management aligned via equity ownership
“The guest argued that Alexander's management (particularly CEO Steven Roth) is highly equity-aligned with shareholders due to massive personal stock ownership, which dwarfs his compensation and incentivizes value maximization.”
In depth · 4/5Verify in source →
5 FEB5 FEBYET ANOTHER VALUE PODCAST · 20:00
Sum-of-the-parts implies 60%+ upside
“A sum-of-the-parts valuation of Alexander's (ALX) suggests the stock is deeply undervalued, with the market price essentially paying for just the core Bloomberg office tower and cash, while getting other assets for free.”
In depth · 4/5Verify in source →
5 FEB5 FEBYET ANOTHER VALUE PODCAST · 22:00
Bloomberg lease provides embedded NOI growth
“The thesis presented is that Alexander's key Bloomberg Tower asset has a lease with automatic rent escalators, providing guaranteed, significant NOI growth starting in 2030 with substantial upside potential.”
Substantive discussion · 3/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION