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Ari Lazar sees value in $KW
Yet Another Value Podcast
Kenny Wilson Real Estate
Kenny wilson checks all through those boxes. The thing that makes us most excited is that we think it's an incredibly high quality real estate business with a high qualty asset, really well managed. They've got a birgeny nasa manager. And om it's really run in by mc morrow, the whole team, in such a value in vaster way. We saw the we saw that turnint, that they were rturning to growth. Got us excited, and is part of the reason we, i wrote it up ong in our last letter,. In that why i'm here talking about it.
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