Tuesday, 29 December 2009 05:00
The next step in the GGP saga
Tweet me! Hovde has issued a reply to Ackman's second GGP presentation. These hedge funds put out more analysis than the bank analysts that follow GGP, SERIOUSLY! For those that need a recap: My responses to Ackman's presenations are CRE 2010 Overview and It was bound to happen. Reggie Middleton vs Ackman vs Hovde on GGP!
Here are the Ackman reports: Ackman's CRE presentation and 
ackman_ggp122209_0 29/12/2009,14:58 1.18 Mb
This is the most recent one by Hovde: General Growth Properties - 2.pdf.
I also noted that Hovde is short Macerich. See my opinion on that company: A Granular Look Into a $6 Billion REIT: Is This the Next GGP?
Image Gallery
You need Flash player 8+ and JavaScript enabled to view this video.
Live Spreadsheet Content
Latest comments
- The World's First Phenomenally...
"the valuations were simply stuff of fairy tails and dot.com implosion...
03.02.12 05:01
By Camille - Anecdotal Observations On Appl...
Karl Denninger has suggested taht Google buy RIMM for its QNX technolo...
01.02.12 14:32
By Maria dos Santos - The Mechanics Behind Setting U...
Dear Reggie, I've just recently discovered your blog and am impressed ...
01.02.12 13:29
By Damian - Anecdotal Observations On Appl...
Some of these guys border on a sickening fanatacism. I applaud Apple's...
01.02.12 10:58
By ReggieMiddleton - Anecdotal Observations On Appl...
I don't see how this shows where Steve Jobs had more of an effect on t...
01.02.12 10:56
By ReggieMiddleton
