Uncovering Value: Equity Commonwealth
In this piece, “Uncovering Value: Equity Commonwealth (NYSE:EQC),” John shares his take on EQC which was front and center in our letter. Q1 2021 hedge fund letters, conferences and more Commonwealth Equity: Ready to SwingWith no called third strikes in investing, value investors are well served to wait patiently for the best pitches to hit. That's what real estate investor Sam Zell is doing with Commonwealth Equity – Chris Pavese suggests joining him. They’ve been around for a long time, but special-purpose acquisition companies are all the rage today. Celebrated (and notso- celebrated) execut...