Americold: The Cold Storage Supply Glut Won't Last Forever

Core Insights - The article discusses the author's extensive experience in investment banking, particularly in equity and real estate markets, highlighting a focus on identifying long-only investment opportunities that provide safe and growing dividends [1] - The author has successfully sourced over $100 million in commercial real estate investments while serving as an Analyst and Acquisitions Director at a private equity real estate investment firm [1] - The author's educational background includes a degree in Economics and a minor in Applied Mathematics from Boise State University, which supports their analytical capabilities in market research [1] Company Insights - The author holds a beneficial long position in the shares of COLD, indicating a positive outlook on the company's stock performance [1] - The article emphasizes the importance of correlation across asset classes and sectors, suggesting a strategic approach to investment that could benefit companies in various industries [1] Industry Insights - The focus on safe and growing dividends reflects a broader trend in the investment industry where investors seek stable returns amidst market volatility [1] - The author's experience in structured credit products and real estate investment positions them to provide valuable insights into market dynamics and investment strategies [1]