Jan. 30 at 1:20 PM
$TSLA Deep Value Report on Pebblebrook Hotel Trust (NYSE: PEB).
This is a deep value situation: real assets on the ground, a public quote that moves with fear, and a capital stack that decides the timing.
The report walks through the latest quarter, the balance sheet per share, the debt ladder, and what management has actually done recently and not what they say they’ll do.
HERE:HERE:https://cundilldeepvalue.substack.com/p/deep-value-report-pebblebrook-hotel
It ends with a clean Bear / Base / Bull and a short list of the few things that would break the thesis.
$KO $PG $HD
