Hidden Gems Investing

Hidden Gems Investing

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Hidden Gems Investing
Hidden Gems Investing
Podcast on Seaport Entertainment (SEG)
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Podcast on Seaport Entertainment (SEG)

With John Mihaljevic at Manual of Ideas

Chris Waller's avatar
Chris Waller
Jan 21, 2025
∙ Paid
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Hidden Gems Investing
Hidden Gems Investing
Podcast on Seaport Entertainment (SEG)
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I recently discussed Seaport Entertainment with John Mihaljevic at Manual of Ideas for an hour. I would recommend MOI’s Latticework for more podcasts and ideas.

The video is available in full and for free above. Paid members additionally have access to:

  1. A cleaned transcript alongside key images and timestamps (below)

  2. A link to download the full presentation (below)

  3. Our 35-page Special Report on Seaport Entertainment

  4. Our follow-up article on changes at the company (next week)

  5. Monthly updates

Become a paid member to receive this and other content. Annual subscriptions are $347 and if you subscribe you will be grandfathered in at this price, meaning you are protected from future price rises. To learn more about what you can expect as a paid member, go to our About page.


The timestamps to the video are:

  • [01:37] Introduction to Seaport Entertainment

  • [08:22] Overview of Key New York Assets

  • [13:30] 250 Water Street

  • [21:15] Fulton Market Building

  • [23:35] Pier 17

  • [33:55] The Tin Building

  • [42:00] Governance and Incentives

  • [43:20] Overall Valuation

  • [46:56] Question on cash

  • [48:25] Question on where value depreciation has occurred mostly

  • [51:41] Question on Jean-Georges relationship at the Tin Building

  • [53:38] Question on valuation upside

  • [56:35] Question on taking on more debt

  • [58:10] Question on key milestones going forward


Download the presentation here:

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