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Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Currently trading well below Net Asset Value. Pershing Square (Bill...
— Tim McElvaine
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Other investors who've written on Howard Hughes Holdings Inc.
We made substantial progress during the quarter toward our goal of transforming HHH into a high-returning, diversified holding company. Shortly after the...
LVS Advisory exited Howard Hughes after Bill Ackman proposed a series of unfavorable restructuring offers, including taking control of management and charging his hedge fund a 1.5% management fee. Fearing Ackman would...
LVS acquired Howard Hughes due to its high-quality master planned communities trading at a steep discount to net asset value, particularly after divesting its cash-burning Seaport project. However, they liquidated...