SL Green: Upside Now Relies On Sustained Execution (Rating Downgrade)

Core Viewpoint - The article presents a buy recommendation for SL Green (NYSE: SLG), highlighting that the stock remains undervalued based on net asset value and historical Price/FFO metrics despite a strong performance year to date [1]. Group 1: Investment Strategy - The investment strategy focuses on identifying companies with high potential for substantial revenue and earnings growth that are not fully reflected in current market prices [1]. - The investor prefers to avoid positions in GAAP unprofitable stocks, and if such positions are taken, they are kept small [1]. - There is a preference for investing in less cyclical and higher growth sectors, with a geographical bias towards the United States [1]. Group 2: Personal Insights - Writing is viewed as a method to clarify thoughts and maintain rigor in the research process, as well as to hold oneself accountable [1]. - The investor encourages all active investors to engage in writing as a beneficial exercise, regardless of whether the writings are intended for publication [1]. - Seeking Alpha is recognized as a valuable resource with a vibrant community, and contributing to it is seen as a natural progression for the investor [1].