Todd Sullivan of Rand Strategic Partners presented his in-depth investment thesis on Innovative Industrial Properties (US: IIPR) at Best Ideas 2019.
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About the instructor:
Todd Sullivan is a Massachusetts-based value investor and a General Partner in Rand Strategic Partners. He looks for investments he believes are selling for a discount to their intrinsic value given their current situation and future prospects. He holds them until that value is realized or the fundamentals change in a way that no longer support his thesis.
His blog features his various ideas and commentary and he updates readers on their progress in a timely fashion. His commentary has been seen in the online versions of the Wall St. Journal, New York Times, CNN Money, Business Week, Crain’s NY, Kiplingers and other publications. He has also appeared on Fox Business News & Fox News and CBNC. His commentary on Starbucks during 2008 was quoted by its Founder Howard Schultz in his recent book “Onward”. In 2011 he was asked to present an investment idea at Bill Ackman’s “Harbor Investment Conference”, the idea, Audiovoxx, was the top performing name over the following year. In 2015 he presented before the same conference.
Todd also invests in start-up projects and is an angel investor in @Estimize , @greenchef @dailyworth @aguaenerviva and is a backer of “Follow Friday the Film” and “Money for Nothing: Inside the Federal Reserve””
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