AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
Ari Lazar sees value in $KW
Yet Another Value Podcast
The K W E Deals Happened in Two Thousand 17
K w e had been aggressively growing from when they went public inn the wake of oeight until 20 17. They were heavily invested in ca or they still are, but that that way more stowbat. Since 20 17 entered what we call the groth garden, they've been net sellers of real estate because they're selling their california property and investing in the mountain states. And i think you're just starting to see reeds come into the mountain states, which are so pretty fragmented.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode