15min chapter

Yet Another Value Podcast cover image

Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG

Yet Another Value Podcast

CHAPTER

Strategic Moves at Seaport

This chapter explores the strategic decision-making involved in the recent spin-off of Seaport, particularly the implications of a $25 share rights offering. The discussion highlights the impact of Bill Ackman's significant stake, market volatility, and the addition of attractions like Meow Wolf, which aim to boost foot traffic and transform the entertainment landscape of the area. Insights into investment dynamics and potential future acquisitions provide a comprehensive view of Seaport's evolving market presence.

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