– Beware of the Greeks bearing Bonds: A recent article from Michael Lewis on behind-the-scene look at the Greek tragedy
– Todd Sullivan’s ValuePlays TV show: A great presentation on the valuation of GGP. For current shareholders, there is tremendous value to be unlocked.
– Credit Suisse’s Research on GGP: Great research report for GGP holders. A very good look at what the Spinco assets could be worth down the line (I’m big on Spinco if you have a 5-10 yrs timeframe).