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$CIGI

Colliers International
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Colliers International is a publicly listed company tracked for investment-relevant business developments.

sentiment mix
bull 100%bear 0%neu 0%

signal summary

latest high-conviction thesis
Colliers misunderstood as cyclical broker; actually strong asset manager (Harrison Street) and consulting platform▾

Jay Hennick (Act 2 entrepreneur, founded FirstService) builds durable businesses via decentralized incentives, sharp capital allocation, and partnership model. Harrison Street (real estate asset management) and emerging consulting platform provide recurring, non-cyclical earnings. Bought aggressively on 2023 selloff driven by short-cycle macro fears.

henry ellenbogenT1Invest Like The Best2025-12-16
confidence 88 / 100impact High
key themes
  • AI Applications100%
  • Robotics & Physical AI100%
  • Public Markets & Valuation100%
  • AI Economics & Business Models100%
  • Venture Capital100%

bull thesis · 1

95 / 100
  • •Colliers misunderstood as cyclical broker; actually strong asset manager (Harrison Street) and consulting platform

bear thesis · 0

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mentions · 1

Invest Like The BestFinding The 1% of Stocks That Matter | Henry Ellenbogen Interview1 mentions · 1▲ 0▼ 0○ · 9 months ago
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