Total Ideas
1
Bullish Ideas
0 (0%)
Bearish Ideas
1 (100%)
Recent Activity
"Welltower announces transformative new era to maximize long-term shareholder returns. Well tower announces 23 billion of transactions. Then I look at well tower and they have been growing till 215. Then they have stagnated. Then I look total shares. Total shares have been a 10x issued. So they are just issuing shares for capital."
The speaker criticizes Welltower by highlighting its aggressive share issuance and stagnant growth following a period of strong performance. This dilution strategy undermines shareholder value and contributes to an unattractive investment environment within the REIT sector.
Sentiment
