Talking Landholding Companies with Todd Sullivan for ReutersTV

At the Value Investing Congress, the big media stories involve who the big guys are smacking down – Einhorn talking short $CMG or Buckley short $SPLK.

But some of the smartest themes unfold without the sex appeal, like landholding companies $HHC,  $ALEX and $BPO.

These are great misunderstood stories and I was lucky enough to be able to take a few minutes to discuss the edge on these plays with Todd Sullivan of Rand Strategic Partners for ReutersTV.

 

The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.

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