Posts Tagged ‘ackman’

• Fairholme and Pershing Term Sheet to General Growth $$
  ToddSullivan, March 9th, 2010 at 8:32 am, Comments: 0

  For those not sure this still values GGP at $15…

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  Subs: Thoughts on Ackman’s Letter to Brookfield $$
  ToddSullivan, February 26th, 2010 at 9:39 am, Comments: 0

  Some thoughts on the meaning of this in the grander scheme of things at the end…….

• Ackman’s REIT Presentation from 12/7 $$
  ToddSullivan, December 9th, 2009 at 9:18 am, Comments: 0

  The future looks bright for REIT’s.

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  Subs: @VIC: Ackman Talks GGP, CCA, TGT, MCD and the “Greater Fools” in Gold
  ToddSullivan, October 22nd, 2009 at 1:46 pm, Comments: 0

  Here is the Q&A with Bill Ackman…..

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  Subs: Ackman’s Realty Income Short Presentation
  ToddSullivan, October 16th, 2009 at 3:41 pm, Comments: 0

  Here is the case for short Realty Income (O)…

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  Subs: Pershing Square Q2 Letter…GGP Holders Please Read
  ToddSullivan, September 24th, 2009 at 2:29 pm, Comments: 0

  General Growth Properties Holders, this is mandatory reading……

• Deep Breath Everyone, Ackman Did Not Sell General Growth Shares
  ToddSullivan, August 15th, 2009 at 7:20 am, Comments: 0

  So I am sitting there at the kids hockey practice Friday afternoon having a blast watching son #1 score some pretty goals and son #2 go “Abu Ghraibe” on a few kids when my blackberry starts going nuts. “Ackman sold GGP shares” were the emails and a few twitter DM’s said the same. Buzz kill…..
  You [...]

• More on Ackman/Target….Since When Is 3.5% < 3.3%??
  ToddSullivan, August 13th, 2009 at 11:08 am, Comments: 0

  Am I missing something here? After reading the headlines yesterday one would believe Bill Ackman reduced his ownership stake in Target. I don’t see it. Let’s look…
  Here is the applicable portion of his SEC filing:
  Item 4 of the Schedule 13D is hereby supplemented as follows:As of May 26, 2009, the date of the last amendment [...]

• Ackman Sells Options, Buys Target Shares
  ToddSullivan, August 11th, 2009 at 9:31 am, Comments: 0

  True to his word it appears Ackman is going for the long haul in Target (TGT). My guess is his TIP REIT idea is not dead and rather have a large option position that management used against him in the proxy fight, he is going to own shares.
  It is a good idea. Rather than allow [...]

• Pershing Q1 Letter
  ToddSullivan, July 27th, 2009 at 1:32 pm, Comments: 0

  Anyone want to take a guess at what the two new investments are?
  “Large US based multinationals”…are what Ackman says they bought, one of which has had rapid price appreciation.
  Pershing- Square- Q2- Letter –
  For more analysis on this you should visit Market Folly
  Disclosure (“none” means no position):

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