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A comment on Zynga to Put Headquarters Building in San Francisco on the Market. Parent comment

Re:Zynga to Put Headquarters Building in San Francisco on th... by jonknee on Tuesday February 23, 2016 @07:09PM (#11163460)
Sort of, but another way to look at it is Zynga is not a real estate company and shouldn't be valued based on its real estate. Decoupling the real estate and the Real Business lets investors properly value both (when bankers say this they mean the two parts will be worth more than they are now as one).
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Re:Zynga to Put Headquarters Building in San Francisco on th... by staticautomatic on Wednesday February 24, 2016 @11:20AM (#11167861)
Such thinking would tacitly suggest that no company which is not in the real estate business should own real estate.
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Re:Zynga to Put Headquarters Building in San Francisco on th... by mathattack on Wednesday February 24, 2016 @05:13PM (#11170654)
In a sense it's a question of vertical versus horizontal integration. (Figuratively and literally) Do you want to concentrate just on what you're good at, or the whole stack? There's not a right and wrong answer, but it's best not to have too much value tied up in something that you're not focusing on.
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Re:Zynga to Put Headquarters Building in San Francisco on th... by jonknee on Wednesday February 24, 2016 @06:46PM (#11171193)
That's a common thought on Wall Street. Activist investors frequently push companies to separate from real estate holdings (and frequently succeed).

This particular deal makes a lot of sense, the type of investor who wants real estate is not usually the same type that is interested in a struggling tech company.

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