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Category: Investment Theses (premium)

Premium Post: Macerich (MAC) : a summary

Posted On April 8, 2020
Summarizing the prior investment thesis on MAC (which was extremely long).

Premium Post: Macerich (MAC)

Posted On April 8, 2020
Value of just their trophy assets likely (significantly) exceeds today's share price.

Premium Post: Taubman (TCO) preferred arbitrage

Posted On March 31, 2020
I prefer the preferreds to the common.
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