PERSON DIRECTORY
James Elbaor
James Elbaor appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Why $PSUS deserves a premium to NAV and $PS deserves a premium multiple | Marlton's James Elbaor
PSUS’s roughly 17% discount could narrow toward the 9% U.S. equity CEF average, or potentially Gabelli’s 4%, as reporting improves.PS’s $550–590M adjusted FRE model implies roughly 30x FRE on $17B market cap, supported by $34.1B fee-paying AUM and permanent capital.Marlton models 80% payout and 20% retained for SPARC and PSUS; growth and S&P-like returns remain tests.