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Subs: Morning Miscellaneous

Some info….

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“Davidson” on Time Horizon $$

“Davidson” submits:

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"Davidson" on Time Horizon $$

“Davidson” submits:

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Pershing Square Responds to Hovde… $$

Ackman and Pershing respond…

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Orion Energy Systems…..Why We Bought $$

This is an October subscriber pick, now a freebie. Subs are up >40%…

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General Growth Adds More Properties to Emerge $$

Filed yesterday, the more the merrier…

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I, Pencil…… $$

Never get tired of reading this….

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General Growth Declares Dividend Payable 1/28 $$

It’s official..

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Another Negative Piece on GGP Equity…. My Rebuttal $$

There is another post out this morning that pegs the value of General Growth (GGWPQ) equity in the $5 range. Let’s look at it and talk about what I see as its errors.

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E*Trade Files Monthly Operating Report

Improvements still happening in both the brokerage and loan portfolios.

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12/8 StockTwits TV

Think I have been neglecting to post these…Watch more tonight at 8:30

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Bruce Flatt: “We are at or past bottom in asset prices” $$

Hard to argue with a guy like Flatt given his track record

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Bruce Flatt: "We are at or past bottom in asset prices" $$

Hard to argue with a guy like Flatt given his track record

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Certain GGP Debtors Opt Out of Hearing Today

This is a very interesting development

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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