Posts Tagged ‘ackman’

• 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 [...]

• 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. [...]

• 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 [...]

• 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 [...]

• A CRE Deal and Implications for General Growth
  ToddSullivan, July 20th, 2009 at 5:56 am, Comments: 0

  Hat tip to reader Mark for finding this for me: From the WSJ: -Macquarie CountryWide Trust (MCW.AU) said Friday that it has agreed to sell [...]

• Target Wakes Up To Join Wal-Mart on Health Care?
  ToddSullivan, July 15th, 2009 at 3:07 pm, Comments: 0

  Two things on this: 1- Target (TGT) management has proven once again to be a step behind that of Wal-Mart (WMT)2- There are no altruistic [...]

• Pershing Square General Growth Swap Details
  ToddSullivan, June 16th, 2009 at 6:45 am, Comments: 0

  Have been getting a bunch of questions regarding General Growth (GGWPQ). The majority tend to be of the “is it too late to buy?” vein. [...]

• Pershing Square Q1 Partner Letter
  ToddSullivan, June 9th, 2009 at 7:55 pm, Comments: 0

  Pershing Square’s Q1 Letter to Investors Publish at Scribd or explore others: Finance Business & Law target pershing square capi Disclosure (“none” means no position): [...]

• General Growth’s Director Letter to Ackman
  ToddSullivan, June 9th, 2009 at 10:07 am, Comments: 0

  Here is the the letter from General Growth Properties (GGWPQ) to Bill Ackman inviting him to join the Board of Directors. GGP Letter to Ackman [...]

• Goldman Takes A Closer Look at Borders
  ToddSullivan, June 8th, 2009 at 6:10 am, Comments: 0

  Goldman Sachs (GS) last week released the following note on Borders Group (BGP). Not sure many of you have notice but Borders has jumped from [...]