Blogger and analyst Todd Sullivan HHC presentation last week at the Boys and Girls Harbor conference:
http://www.tilsonfunds.com/HHC-2-15.pdf
same file on my Scribd page: https://www.scribd.com/doc/256467619/Presentation-for-HHC-2-15
Todd conservatively estimates the stock worth ~$250 per share
Todd Sullivan was spot-on about GGP in 2009/2010. I would have made even more money in the stock if I had followed his advice. Specifically, Todd made a great call after GGP made the agreement with secured creditors. GGP was ~$4 per share and I sucked my thumb instead of massively increasing my position.
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