Saturday, February 21, 2015

Howard Hughes Presentation by Todd Sullivan

Blogger and analyst Todd Sullivan HHC presentation last week at the Boys and Girls Harbor conference:

same file on my Scribd page:

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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