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Subs: Holdings

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Subs: Rail Traffic Throwing a Curve

The reality isn’t what the topline numbers suggest……

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Subs: Deal Closed

There was doubt on the last call from analysts this would close……..management was positive it would…

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Subs: Presentation

What is interesting about this is TopGolf, which normally garners only brief mention in earnings reports finally gets some space here….

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Subs: Cut

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Subs: Landmark Redevelopment

It’s been a while and the approval process was excessively burdensome considering the current site is a blight but it will all be worth it as demand for this will be off the charts…….

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Subs: Life Up For Sale?

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Subs: Elliott Signs Confidentiality Agreement with ACAS

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Subs: Tuesday’s Links

Condo sales, big insider buy, golf, 

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Subs: Early But Patient….

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Subs: AIG Playing Defense vs Icahn……It Isn’t Working

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Subs: Some Thoughts on Oil (updated 11/20)

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Subs: Calloway Doubles Guidance, Continues to Take Market Share (updated 10Q)

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Subs: Board Member Added

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Subs: AIG Meetings Update

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