Things to pay attention to Stahl spends ~$14,000 each day the market is open buying more shares of TPL (he is the largest shareholders Acklmnan spends ~$2,200,000 every week buying HHC shares (he...
Ackman continues to purchase HHH and is actually accelerating the purchases now that the price has fallen. He had added 9% 1MM shares) to his holdings since the end of September and show no signs...
https://www.valueplays.net/2023/11/04/subs-pershing-accelerating-purchases/
Here is an exchange on the HHC (now HHH) earnings call: Alexander David Goldfarb Piper Sandler & Co., Research Division – MD & Senior Research Analyst Okay. And then just finally, on the reorg,...
Stuff like this is fascinating… Gradually and unassumingly increasing their stakes in the companies. No big mega purchase that everyone will babble about and increase interest in the stock. �...
https://www.valueplays.net/2023/08/24/subs-ackman-stahl-buffett/
I noted earlier that Ackman seems to have decided that below $75, he is buying HHC, now HHH. Well, just last week he was at it again:
The transition to a holding company takes effect today, new ticker HHH. I’m going to bet that they now finally separate the REIT and MPC land segments under the Hold Co structure. Then they s...
https://www.valueplays.net/2023/08/14/subs-guidance-raised-2/
This is part of a much bigger plan. By not being a REIT, the Hold co may retain earnings and invest in other unrelated areas. The REIT will flow earnings up to the Hold Co which will then have ...