$$ BAM Letter to GGP: ValuePlays TV 4/20
- Posted by ToddSullivan
- on April 20th, 2010
Finding it hard to poke holes in the BAM case here. It all boils down to the FTC. Without a significantly better offer from SPG, I am not willing to roll the dice on the FTC. Thinking the GGP board will feel the same way and go with the BAM offer.
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30254093-Brookfield-Letter-to-General-Growth-re-Reorganization-Plan
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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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