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Subs $$: And Yet More Earnings

When a $97B company grows EPS 21% and Cash flow 40%, I’m impressed.

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Subs $$: More Earnings

These are about as expected.

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Subs: Another 8% Bought

I like when 15% of the outstanding shares are bought in a few weeks…

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Subs: Miscellaneous

Odd and ends…

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Subs $$: Revised Plan & Proposed Board Members

News coming fast and furious…

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Subs $$: Revised Plan & Proposed Board Members

News coming fast and furious…

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Subs $$: Earnings…

The progress continues…

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Subs $$: A Milestone Hit

This is very significant….

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$$ BAM Letter to GGP: ValuePlays TV 4/20

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Subs $$: Brookfield Speaks

Now the other side is posturing….

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Subs $$: Berkowitz: “It Doesn’t Compute”

Commenting on the offer from Simon (SPG)

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Subs $$: Berkowitz: "It Doesn't Compute"

Commenting on the offer from Simon (SPG)

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Subs $$: Paulson Invests in Yet Another Holding

I like having company after I have already invested….

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Subs $$: Miscellaneous

Odd and ends…

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Subs $$: Better BAM Offer Coming?

IMO…yes