Prologis: Strong Buy, Tariffs Are Likely Temporary

Group 1 - The article discusses a value investing approach focusing on classical value ratios such as low P/B, P/FCF, and Owner Earnings discounting [1] - It emphasizes the importance of tracking earnings growth versus price appreciation for quality evaluation [1] - The author advocates for self-indexing using the Dow Jones Industrial Average combined with Joel Greenblatt's Magic Formula for tax efficiency [1] Group 2 - The author has a beneficial long position in shares of PLD, O, AMT, and AMZN through various financial instruments [2] - The article expresses the author's personal opinions and is not influenced by compensation from any company mentioned [2] Group 3 - The information provided is for general informational purposes and should not be considered as financial advice [3] - The author is not a licensed financial advisor or CPA, and the content may not be suitable for all financial situations [3]