Nov. 21 at 1:41 PM
$MSTR FRAGMENTS — Deep Value Report (PK).
Park Hotels & Resorts PK is priced like a tired hotel stock… but the balance sheet says “Hawaii + Midtown + coastal hard assets at a strip-mall multiple.” 🏨🌊
This morning 8:00 ET in FRAGMENTS: Deep Value Report (PK) — hidden assets, refi wall, SF exit, replacement cost.
Buffett/Miller/Cundill readers, this one’s for you. 🔍
https://cundilldeepvalue.substack.com/p/deep-value-report-park-hotels-and
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