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Articles

Simon: "Not in Active Negotiations" With GGP $$

From the Simon (SPG) earnings call…

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Articles

Simon: “Not in Active Negotiations” With GGP $$

From the Simon (SPG) earnings call…

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Articles

Bruce Berkowitz & Fairholme Invests in General Growth $$

This is an interesting move for Fairholme (FAIRX). Hat tip reader Shaun.

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Articles

Bruce Berkowitz & Fairholme Invests in General Growth $$

This is an interesting move for Fairholme (FAIRX). Hat tip reader Shaun.

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Articles

General Growth Retains UBS

This ought to get the rumor mill flowing at full speed…

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Articles

The Folly of “Upgrades/Downgrades”

Just the latest example..

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Articles

The Folly of "Upgrades/Downgrades"

Just the latest example..

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Articles

Hovde Takes Another Shot…..Airball $$

Key point, Hovde is still short (and getting killed on it).

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Articles

Another Negative Piece on GGP Equity…. My Rebuttal $$

There is another post out this morning that pegs the value of General Growth (GGWPQ) equity in the $5 range. Let’s look at it and talk about what I see as its errors.

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Video

StockTwits TV 12/15

Here is the show on the Hovde “research piece” on General Growth (GGWPQ). Sorry for the screen brightness, I think I have it foxed for the next show.

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Articles Video

12/8 StockTwits TV

Think I have been neglecting to post these…Watch more tonight at 8:30

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Articles

The General Growth Short Thesis Lacking, Uses Questionable Data $$

Sorry this is so late, was up until 2am last night working on draft #1 and one click, gone. Would be safer using driveway chalk in the rain than this stupid wordpress for blog posts. Anyway, here it is ….again…….

The shorts have published their “short General Growth” piece. Let’s look