LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
Jan. 11, 2025, 2:08 a.m.
ASML's Strategy to Extend Moore's Law
Jan. 7, 2025, 9:50 a.m.
OpenAI says it knows how to make superintelligence now
Jan. 7, 2025, 1:32 a.m.
Comparing the Financials of Databricks and Snowflake
Dec. 30, 2024, 11:35 p.m.
The Future of TV or Just Another Netflix Hit?
Dec. 19, 2024, 12:10 a.m.
Canadian REIT Valuations and Opportunities - 2024 Year-End Update
Jan. 6, 2025, 1:03 p.m.
The Cat Club Will Soon Be Members Only
Jan. 3, 2025, 8:19 p.m.
Quick Updates on Past Ideas
Dec. 23, 2024, 2:37 p.m.
Dream Impact Trust: Watch Out For That Puck!
Dec. 16, 2024, 7:31 p.m.
Canadian Solar: 87% NAV Discount, But Is There Any Upside?
Dec. 11, 2024, 3:13 p.m.
Canadian REIT Valuations And 2024 Opportunities - December Update
Dec. 9, 2024, 4:09 p.m.
Dream Office Bay Street Collection Property Visits
Nov. 5, 2024, 1:23 p.m.
Star Holdings: Sugarman, Won't You Hurry?
Oct. 28, 2024, 11:51 a.m.
Canadian REIT Valuations And 2024 Opportunities - October Update
Oct. 16, 2024, 1:15 p.m.
Melcor Developments: Is It Worth Investing In This Alberta Land Business That May Always Be Undervalued?
Sept. 16, 2024, 12:55 p.m.
Canadian REIT Valuations And 2024 Opportunities - July Update
July 19, 2024, 11:46 a.m.
Noah Holdings: China's Largest Private Wealth Management Company
July 2, 2024, 12:03 p.m.
Hong Kong Landlords Equity Implied Cap Rates
June 19, 2024, 2:11 p.m.
See Koneko Research Substack for new content
June 18, 2024, 7:26 p.m.
Great Ajax: Darkness, Take Me To Dwell In You
June 10, 2024, 1:40 p.m.
Artis REIT Selling Park8Ninety for C$320mm
April 10, 2024, 4:10 p.m.
Canadian REIT Valuations And 2024 Opportunities - March Update
March 25, 2024, 2:32 p.m.
Allied to Acquire Ownership Interest in 400 West Georgia and Increase Ownership Interest in 19 Duncan
March 12, 2024, 11:45 a.m.
DREAM Unlimited & DREAM REITs: A Fresh Look At Opportunities To Maximize Shareholder Value
Feb. 20, 2024, 2:31 p.m.
Morguard REIT: Will This Value Trap Spring Open After Large Insider Buying?
Jan. 24, 2024, 1:09 p.m.
Canadian REIT Valuations And 2024 Opportunities
Jan. 8, 2024, 1:30 p.m.
Brookfield Office Properties Reset Preferred Shares
Dec. 29, 2023, 5:01 p.m.
Far East Consortium’s International Real Estate At 83% NAV Discount Will Benefit From China Re-Opening
Dec. 16, 2022, 3:07 p.m.
Excellent Returns For Long-Term Investors After a 25% S&P500 Index Decline
Nov. 9, 2022, 1:49 p.m.
Segal and Degel Fight for First Capital REIT
Oct. 12, 2022, 3:20 p.m.