This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Wednesday, February 19, 2014
Corvex Capital - Change at CWH
Keith Meister's Corvex Capital is out with their latest presentation at CommonWealth REIT (CWH). They think the NAV today is $35 versus a recent price of $27. They continue to fight to unlock value. The presentation is worth flipping through. Enjoy: