Categories Premium Articles Subs: Notes to Seth Klarman's "Margin of Safety" Post author By ToddSullivan Post date September 28, 2009 Tags margin of safety, seth klarman, theory
Categories Premium Articles Subs: Notes to Seth Klarman’s “Margin of Safety” Post author By ToddSullivan Post date September 28, 2009 Tags margin of safety, seth klarman, theory
Categories Premium Articles Subs: Seth Klarman Post author By ToddSullivan Post date September 28, 2009 Tags seth klarman
Categories Premium Articles Subs: Finding Another Chapter 11 Play Post author By ToddSullivan Post date September 25, 2009 Tags TXCOQ
Categories Premium Articles Subs: Pershing Square Q2 Letter…GGP Holders Please Read Post author By ToddSullivan Post date September 24, 2009 Tags ackman, ggp
Categories Premium Articles Subs: A Holding Presents at Investor Conference Post author By ToddSullivan Post date September 23, 2009 Tags jmba
Categories Premium Articles Subs: Owe the Bank $1M? Your Problem. Owe It $27B? Their Problem Post author By ToddSullivan Post date September 22, 2009 Tags CRE, ggp
Categories Premium Articles Subs: The REIT Industry Getting Healthier…. Post author By ToddSullivan Post date September 21, 2009 Tags BPO, CRE, ggp
Categories Premium Articles Subs: A Durable Goods Recovery Play Post author By ToddSullivan Post date September 20, 2009 Tags frd
Categories Premium Articles More Flavor on A Recent Pick Post author By ToddSullivan Post date September 18, 2009 Tags jmba
Categories Premium Articles A Look at CRE From The Front Lines… Post author By ToddSullivan Post date September 18, 2009 1 Comment on A Look at CRE From The Front Lines… Tags CRE, ggp
Categories Premium Articles Subs: A New Buy Post author By ToddSullivan Post date September 17, 2009 Tags ETFC
Categories Premium Articles An Example of A Non-ValuePlay Post author By ToddSullivan Post date September 17, 2009 Tags BBI, CC, NFLX
Categories Premium Articles IRS Approves CMBS Loan Modification Changes…. Post author By ToddSullivan Post date September 17, 2009 1 Comment on IRS Approves CMBS Loan Modification Changes…. Tags CRE, ggp
Categories Articles Premium Articles A Holding Halted, Not Halted, Up 20% Today…..What’s Up? Post author By ToddSullivan Post date September 16, 2009 Tags ggp, spg