Inside Arbitrage's Asif Suria shares his thesis on insider purchases at Pebblebrook $PEB

Yet Another Value Podcast

Asif Suria, Author of "The Event-Driven Edge in Investing: Six Special Situation Strategies to Outperform the Market" and Founder and CEO at Inside Arbitrage, joins the podcast for the second time to discuss his thesis on Pebblebrook Hotel Trust $PEB, as well as his thoughts on insider activity post-election.

You can buy your copy of Asif's new book, "The Event-Driven Edge in Investing: Six Special Situation Strategies to Outperform the Market" here: https://www.amazon.com/Event-Driven-Edge-Investing-Strategies-Outperform-ebook/dp/B0CN3PF1SW?_encoding=UTF8&dib_tag=se&dib=eyJ2IjoiMSJ9.1zuikMLb5MN1aQVWodj1ww.Nui4P_rilsWES5p1FNmoTnd5v0myqxSeQautyazGgno&qid=1715709920&sr=8-1&linkCode=sl1&tag=andrew613880e-20&linkId=376c305fd243b22988ebba35edf5ecee&language=en_US&ref_=as_li_ss_tl

Chapters:

[0:00] Introduction + Episode sponsor: Fintool

[2:13] What is Pebblebrook Hotel Trust and why are they interesting to Asif

[6:18] Insider purchases at Pebblebrook Hotel Trust

[9:44] What Asif is seeing with Pebblebrook Hotel Trust that the market is missing

[13:56] $PEB portfolio

[18:56] Management claim on 11-14% ROI growth investment / NAV numbers from their November 2024 investor presentation

[23:20] Competitive landscape - why $PEB over other hotel companies / Share buybacks

[28:07] What keeps Asif up at night about his $PEB thesis and investment

[29:50] Management incentives

[36:12] AirBnB risk?

[37:59] Special Situations in general: What have insiders been looking at post-election / sectors Asif is seeing a lot of insider buying currently and elevated insider selling

[44:28] Spin-offs

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