LF Research
LFValue Investing Research
| Platform |  | Pricing | Only paid issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 37 | Subscribers | Read | leefarnam.substack.com |
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Latest Issues
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Q1 Update
Allied Properties, Melcor, Black Diamond, Dexterra
Q1 Update
Melcor, Black Diamond, Allied
Allied REIT is Stupid Cheap
Thinking back to 2021 the most talked about phrase in real estate was the Death of Retail (specifically, the mall).
Short Note on Melcor REIT's Div Cut
Today Melcor REIT (MR.UN), a 55% majority controlled subsidiary of Melcor Developments (MRD) announced a cessation of dividends and a strategic review.
Authors
The writers behind this newsletter.
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