Archive for September, 2009
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Free Post: Goldman Sachs’, Cap Rates and General Growth Properties
ToddSullivan, September 30th, 2009 at 9:30 pm, Comments: 0Goldman 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: 0After 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: 0A 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: 0Some 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: 0Notes 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: 0Dow 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: 0Today 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 -
Subs: Notes to Seth Klarman’s “Margin of Safety”
ToddSullivan, September 28th, 2009 at 10:55 am, Comments: 0Here 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: 0Long 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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Todd's investing strategy is essentially long with the rare short. He seeks to buy undervalued issues with an upcoming catalyst that will help them realized.... More »
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