Category: BPY

Some things and ideas: January 2020

Posted On January 31, 2020
Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later […]

The Theft of GGP: Special Situations Analysis

Posted On July 23, 2018
In my previous post (The Death of Malls and the Theft of GGP), I talked about the death of Class A malls and how I thought BPY was stealing GGP. I also mentioned that there was a serious special situations angle to the deal, which I’ll cover in this post. BPY (which is controlled by […]

The Death of Malls and the Theft of GGP

Posted On July 23, 2018
At the end of last week’s post (Plagiarism and Adding Value), I mentioned I wanted to discuss an idea from this podcast from Modest Proposal. The idea I wanted to expand on is the “death of malls” thesis. The basic thought here is simple: there’s no doubt a lot of malls are in trouble (class […]