Weekend reading

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).

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