This week I am highlighting an interview and a related book for you. I wanted to go ahead and get it out since it is almost 5:00 p.m. on Friday afternoon and I was afraid someone might read this post if I published at any other time. Continue reading “Weekly Media Pin – Double Entendre Edition”
Tag: Special Situations
Mr. Greenblatt Comes to Town
Joel Greenblatt is one of my favorite investors to follow. He recently did a couple of interviews which provided an interesting contrast. In one interview, he threw some shade on the “value factor” in the other interview he recommended a value factor fund as a good investment for retail investors to hold over the long run. Continue reading “Mr. Greenblatt Comes to Town”
Retail REITs: Brookfield’s Acquisition of General Growth Properties
Since my post about retail REITs, Brookfield Asset Management (“BAM”) entered into an agreement to acquire a mall REIT, General Growth Properties (“GGP”), so I thought we should take a quick look at that comparable transaction as a touchstone for sector valuations and also because the terms looked interesting. Continue reading “Retail REITs: Brookfield’s Acquisition of General Growth Properties”
Buying What No One is Selling
I was just looking at the ads on my site and on another couple of finance sites and was inspired to post this. On my site (although I have been proactive about rejecting ads) and others you will see ads for peer-to-peer lending services, privately traded real estate investment trusts, initial coin offerings, tax liens, gold, oil and gas leases, etc…
Most of these have serious fee, tax, or other short comings. This led me to think, “Maybe good investments are the ones that no one is selling?” continue