Koneko Research
Capital earns a high return when it is scarce
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 67 | Founded | 3 years ago | Last Issue | 13 days ago |
| Active | |||||
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konekoresearch.comLatest Issues
Cresud: Long-Term Value Compounder Faces Near-Term Challenge From High Fertlizer Prices
Shares of Argentine real-estate business Cresud (NASDAQ:CRESY) have recently been weak due to the anticipated impact of soaring prices for imported fertilizer resulting from the Iran War.
Shares of Argentine real-estate business Cresud (NA...
Canadian Real Estate 04/24/26
M&A Perspectives and Some Trade Ideas Updates
Canadian Real Estate has begun 2026 with a +9.1% total return (XRE a/o 4/24). US REITs are +8.3%, and the CAD is +0.4% vs USD.
Dream Unlimited Western Canada Land Deep Dive
Sewage Population Zoning and Valuation
My February commentary on Dream Unlimited (TSX:DRM) examined its corporate structure, governance, and history of value creation.
Canadian Real Estate Data Update 3/27/26
Previous Trade Ideas remain attractive
Canadian Real Estate has begun 2026 with a +0.3% total return (XRE a/o 3/27). US REITs are -1.1%, and the CAD is -1.2% vs USD.
Brandywine Realty: Philadelphia Class A Properties, Class C Balance Sheet
A recent visit to Brandywine Realty’s (BDN) Philadelphia properties reinforces my belief in the value of the core portfolio.
A recent visit to Brandywine Realty’s (BDN) Philadelphia properties reinforces my belief in the value of the core...
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"Advice is a dangerous gift, even from the wise to the wise, and all courses may run ill."
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