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Subs: Thoughts on Ackman's Letter to Brookfield $$

Some thoughts on the meaning of this in the grander scheme of things at the end….

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Subs: Thoughts on Ackman’s Letter to Brookfield $$

Some thoughts on the meaning of this in the grander scheme of things at the end….

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Subs: REIT Conversion to Happen $$

That didn’t take very long…

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ValuePlays TV (02/23/10) $$

Pre BAM offer for GGP..

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Subs: Miscellaneous… $$

From the ‘net…

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GGP's Nolan on CNBC…… What a Waste… $$

This is just so bad on so many levels…..

GGP's COO Tom Nolan was on CNBC yesterday after the BAM deal was announced:

What a waste of time and this is the very reason to ignore 99% of what is on CNBC. It is painfully clear neither of the three CNBC talking heads have no idea WTF is gong on with this situation. They have no value added whatsoever and cut Nolan off at the end when he is trying to make the most important point, embedded institutional demand for shares. If you listen, they were trying to interrupt him while he was making that point....

Dennis Kneale came in at the end with the "if they (Simon) double their offer will you still tell them to go away" mindless utterance. Yes, Dennis, an offer 20% higher than the one you just accepted will be rejected out of hand.....jerk off. What was the point of that question??!!??

They had their questions to ask before Nolan got on and got them in. Nolan could have sat there and did the alphabet in a Donald Duck voice and he would have got the same questions.....

Too bad, they had a great chance to inform people...

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GGP’s Nolan on CNBC…… What a Waste… $$

This is just so bad on so many levels…..

GGP's COO Tom Nolan was on CNBC yesterday after the BAM deal was announced:

What a waste of time and this is the very reason to ignore 99% of what is on CNBC. It is painfully clear neither of the three CNBC talking heads have no idea WTF is gong on with this situation. They have no value added whatsoever and cut Nolan off at the end when he is trying to make the most important point, embedded institutional demand for shares. If you listen, they were trying to interrupt him while he was making that point....

Dennis Kneale came in at the end with the "if they (Simon) double their offer will you still tell them to go away" mindless utterance. Yes, Dennis, an offer 20% higher than the one you just accepted will be rejected out of hand.....jerk off. What was the point of that question??!!??

They had their questions to ask before Nolan got on and got them in. Nolan could have sat there and did the alphabet in a Donald Duck voice and he would have got the same questions.....

Too bad, they had a great chance to inform people...

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Subs: More Franchising News $$

Steady, consistent progress on the plan…

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Subs: Miscellaneous…

Some good stuff here…

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Subs: As Expected, David Simon Has A Tantrum… $$

If I am being honest, I thought this would not come out until tomorrow..

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Subs: More Nondisclosure Agreements, A New Bidder and GGO? $$

The news is coming fast and furious

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Subs: A Blowout Quarter $$

A PE of just over 4 now……..still cheap…

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Subs: Thoughts on the BAM/GGP Deal $$

Let’s walk through this

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General Growth / Brookfield Asset Term Sheet $$

Here are the details. $15 a share for the common as value is firm.

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Subs: Some Interesting Developments at Brookfield $$

Continuing to add liquidity …