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Simon's Crown Jewels Help Me Sleep Well At Night

I agree with Mr. David Simon. I love to see a CEO who has aligned his interests with Average Joe and Jane. It’s ok that Mr. Market does not see the value in Simon shares, I certainly do. Simon certainly has a few crown jewels that help me “sleep well at night”.

Summary

  • “Differentiation is the essence of strategy, the prime source of competitive advantage." - Chris Zook.
  • Simon has returned -8.5% YTD, the worst performer in my “DAVOS” basket.
  • It’s okay that Mr. Market does not see the value in Simon shares, I certainly do.