Safehold: Deep Discount To NAV, Steady Income, And A Long-Term Land Play

Core Insights - The individual has extensive experience in the oil and gas sector, particularly in the Middle East, which informs their investment strategy [1] - The investment approach has evolved from growth investing to a blend of value and growth, focusing on the underlying economics of businesses and their competitive advantages [1] - There is an emphasis on generating consistent free cash flow and a moderately conservative orientation towards minimizing downside risk while seeking upside [1] Investment Strategy - The investment strategy includes a gradual rebalancing towards income-generating assets such as dividend-paying equities and REITs as retirement approaches [1] - Investing is viewed not just as a pursuit of high returns but also as a means to achieve peace of mind [1] - The individual is interested in ecologically sensitive businesses, indicating a focus on sustainable investing [1]