美国商业地产巨头GGP拒绝148亿美元收购要约 网页链接
抄送:$瑞安房...查看全文
徐繁阳2017-05-13 20:19
今天发现一个很有趣的现象,几句话说完。
看了Reits的3个种类。
住宅,零售,IDC。
住宅类的reits,高端的和地段的都非常好。
高端的比如$艾芙隆海湾社区(AVB)$ 。
低端的比如$MAA房产信托(MAA)$ 回报率都非常好,看不出什么明显的差别。
但是零售业的商业地产Reits就有...查看全文
钱真理2017-03-09 10:35
如何获得5年50倍的收益?
Pershing Square的Bill Ackman就为我们上演了这么一个经典案例,而这一票足足赚了30亿美金。
Bill Ackman给出的答案是:在金融危机时,抄底房地产。
I. 金融危机
2008年的金融危机,大家早已耳熟能详。
2008年,美国次贷危机导致银行破产,引发全球金...查看全文
德内的串子2014-10-07 21:27
这个作者讲的是当年ackman收购$General Growth Properties(GGP)$ 的那种情况,估计只是一厢情愿。(只是好心提醒)。$GT Advanced(GTAT)$查看全文
Ricky2012-10-10 15:51
对@坚信价值 说:对 Value Investing Congress这个投资大会了解吗?貌似是一年一度的对冲基金大佬研讨会,我在看几个演讲人的报告,相当精彩,这个是Bill Ackman对$GGP(GGP)$的投资观点,网页链接 附录下面上百页的PDF,内容相当精查看全文
$General Growth Properties(GGP)$ 8-K - Current report Filed: 2017-01-30 AccNo: 0001496048-17-000014 Size: 4 MBItem 2.02: Results of Operations and Financial ConditionItem 7.01: Regulation FD DisclosureItem 9.01: Financial Statements and Exhibits 网页链接
$General Growth Properties(GGP)$ SC 13G/A [Amend] - Statement of acquisition of beneficial ownership by individuals Filed: 2017-01-24 AccNo: 0000353480-17-000705 Size: 13 KB 网页链接
$General Growth Properties(GGP)$ 美东时间 2017-01-30 盘后 披露财报,预期EPS 0.43 网页链接
$General Growth Properties(GGP)$ 8-K - Current report Filed: 2017-01-18 AccNo: 0001496048-17-000010 Size: 238 KBItem 5.03: Amendments to Articles of Incorporation or Bylaws; Change in Fiscal YearItem 8.01: Other Events 网页链接
$General Growth Properties(GGP)$ 8-K/A [Amend] - Current report Filed: 2017-01-06 AccNo: 0001496048-17-000006 Size: 33 KBItem 8.01: Other Events 网页链接
$General Growth Properties(GGP)$ 8-K - Current report Filed: 2016-12-15 AccNo: 0001496048-16-000095 Size: 272 KBItem 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain OfficersItem 8.0...
$General Growth Properties(GGP)$ 10-Q - Quarterly report [Sections 13 or 15(d)] Filed: 2016-11-03 AccNo: 0001496048-16-000092 Size: 11 MB 网页链接
$General Growth Properties(GGP)$ 8-K - Current report Filed: 2016-10-31 AccNo: 0001496048-16-000089 Size: 4 MBItem 2.02: Results of Operations and Financial ConditionItem 7.01: Regulation FD DisclosureItem 9.01: Financial Statements and Exhibits 网页链接
$General Growth Properties(GGP)$ 美东时间 2016-10-31 16:30 After Market Close:GENL GRWTH PPTY Earning Release . Wall St EPS Est ($):0.35. 网页链接
$General Growth Properties(GGP)$ SC 13D/A [Amend] - General statement of acquisition of beneficial ownership Filed: 2016-08-23 AccNo: 0000903423-16-001233 Size: 46 KB 网页链接