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Latest Comments on Todd Sullivan's Articles

  1. phaeknom on General Growth Properties Short Thesis Lacks Accuracy: No one has yet been able to explain to me what the... more »
  2. FTAX on Why I Am Cautiously Optimistic About 2010: "Forget the 'savings rate'. It is useless. It is essentially the... more »
  3. Tomcat101 on Why I Am Cautiously Optimistic About 2010: In 2010 Obama kills the recovery with tax increases, the health... more »
  4. Papaswamp on Why I Am Cautiously Optimistic About 2010: Caveat: I'm still pessimistic... Continuing claims are only the 4... more »
  5. FreeMkts on General Growth Properties: Two Sides to the Story: GGP is interesting b/c its properties are best in class while its... more »
  6. Pj568 on General Growth Properties: Two Sides to the Story: The inability to turn a profit diminishes the discussion of Cap... more »
  7. User 423635 on General Growth Properties: Two Sides to the Story: The assumption that retail is going to get better when our... more »
  8. Distressed Debt Investing on General Growth Properties: Two Sides to the Story: Todd - As always, great analysis. A few points I would like to... more »
  9. davidbdc on General Growth Properties: Two Sides to the Story: I wish you well on your investment, but I'd strongly consider... more »
  10. loansfortheunemployeds on Unemployment, Retail Numbers Don't Add Up: HI All, I am Declan Dylan from Loans for the Unemployed.If anyone... more »
  11. FreeMkts on General Growth Properties Short Thesis Lacks Accuracy: SPG book value of $15 per share vs $76 per share stock price... more »
  12. davidbdc on General Growth Properties Short Thesis Lacks Accuracy: While I agree that the short position has mixed and matched some... more »
  13. goober1 on General Growth Properties Short Thesis Lacks Accuracy: TS- Great article and analysis. Only problem is your assessment is... more »
  14. Chiropractor Pittsfield on Home Depot & Lowe's: Is Now the Time to Get into Either?: Now is the time to buy and buy big. Later you will tell your... more »
  15. AZ Senior on General Growth Properties Short Thesis Lacks Accuracy: All good comments. Having had the opportunity to actually set... more »