Archive for September, 2009

• Free Post: Goldman Sachs’, Cap Rates and General Growth Properties
  ToddSullivan, September 30th, 2009 at 9:30 pm, Comments: 0

  Goldman Sachs did a REIT presentation the other day and the slides are all over the place. There was one in particular that matters to those of us holding General Growth (GGWPQ) shares.

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  Subs: A Sale..
  ToddSullivan, September 30th, 2009 at 3:24 pm, Comments: 0

  After watching my show last night on StockTwits TV this morning, I thought to myself, WTF are you thinking?

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  Subs: New REMIC Rules & Their Effect on GGP Chapter 11
  ToddSullivan, September 30th, 2009 at 11:24 am, Comments: 0

  A very interesting interpretation if the recent IRS ruling has a profound effect on General Growth Properties (GGWPQ)

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• Subs: An Etrade Update
  ToddSullivan, September 30th, 2009 at 9:36 am, Comments: 0

  Some news over the last day or so means we need to make some adjustments.

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  Subs: “Margin of Safety” Notes From Chapter 2
  ToddSullivan, September 30th, 2009 at 9:04 am, Comments: 0

  Notes from chapter 2, “The Nature of Wall St. Works Against Investors”…

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• Free Post: Dow Gets FTC Clearance for Morton Sale, To Pay Of Loan Early
  ToddSullivan, September 29th, 2009 at 8:43 am, Comments: 0

  Dow Chemical (DOW) said at the time the Rohm & Haas deal was completed they intended to pay off the bridge loan used to finance it before the end of the year. They have done that

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  Subs: “Margin of Safety”, Notes to Chapter 1
  ToddSullivan, September 29th, 2009 at 8:06 am, Comments: 0

  Today we look at Chapter 1, “Investing vs  Speculation”

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• Free Post: Morgan Stanley Files 13G in General Growth Properties
  ToddSullivan, September 28th, 2009 at 11:40 pm, Comments: 0

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  Subs: Notes to Seth Klarman’s “Margin of Safety”
  ToddSullivan, September 28th, 2009 at 10:55 am, Comments: 0

  Here is where you can pay for membership. We are going to look at Seth Klarman’s classic “Margin of Safety”. All of these posts will be tagged the same for easy future reference. Rather than paying $1800 for the book new ($900 used), I will post notes from my copy, Chapter by Chapter. Today, the [...]

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  Subs: Seth Klarman
  ToddSullivan, September 28th, 2009 at 9:54 am, Comments: 0

  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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