Lewis Enterprises

I started Lewis Enterprises in June of 2022 as an investment journal and “living anthology” of great investment writing. The name is a reference to Richard Gere’s character and firm in the movie Pretty Woman.

Concurrent with the romantic storyline, Gere’s character (Ed Lewis) is pursuing Morse Industries, a struggling ship builder. Lewis’ firm is not interested in the ship building business as much as the acres and acres of coastal Los Angeles real estate that Morse owns. It is a minor subplot but exemplifies the blind spot the market still has for asset-heavy companies and what famed investor Marty Whitman identified as a myopic focus on the income statement over the balance sheet.

In addition to my normal writing on investment philosophy, paid subscribers will also get access to frequent research-driven pieces focusing on listed REIT and real asset opportunities.