Long time readers here know the respect we have for Baupost Group’s Seth Klarman. That being said, here are some notes from a talk he did in June of this year.
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This is another Chapter 11 play like General Growth Properties (GGWPQ). Typical disclaimer: Unless you are prepared to lose all of your investment in this, stop reading now. Do I think that is likely? Of course not, I would not be writing about if I did. Investing in Chapter 11 companies carries inherent risk. Just be aware of that.
General Growth Properties Holders, this is mandatory reading…
This is from today’s investor conference in Boston…..home of all subscribers beloved Red Sox… 🙂
This goes back to a story about Donald Trump and his 1st bankruptcy…
While many have been skeptical of the rally in REIT shares over the past few months, there are some fundamental reasons for it
If you think the stimulus will work and as predicted it effect will most likely be felt next year, here is a now cheap play that will benefit big from that scenario.
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More Flavor on A Recent Pick
This press release give a nice overview of the strategy going forward and the growth potential of a recent pick.
From a SVP at a Real Estate Investment Banking firm….
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Subs: A New Buy
Adding to a position
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An Example of A Non-ValuePlay
While it may seem cheap on the surface and have recent events one may consider a catalyst, this issue will cause immense pain for those thinking it will turnaround.
The loan extensions are going to start coming fast and furious for the REIT industry. The General Growth case now has its outline.
Been getting a ton of emails/tweets/comments etc. on this so thought best to address in a post
Been getting a ton of emails/tweets/comments etc. on this so thought best to address in a post
A solid and very, very safe dividend is a good thing in any market..