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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

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Time to Revisit a Post About Panic $$

So General Growth (GGWPQ) at one point today was down over 10% and the emails came flooding in wondering about selling. Let’s go back 6 weeks to this post from 10/28.

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General Growth Adds 5 More Properties to Plan $$

The total is now 129 of 166 mall to emerge from Chapter 11 by 12/31.

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"Cash for Caulkers"……

Who benefits?

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“Cash for Caulkers”……

Who benefits?

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Finding Out Who Has Been Selling RHI $$

Not Seth Klarman……after that just another news story