Yet Another Value Podcast

Bill Chen on HHC's value and Ackman's pending tender

Listen Later

Bill Chen, a real estate investor, returns to the podcast to discuss HHC's value and why Bill Ackman's current tender for the company might undervalue HHC.  

HHC model: https://t.co/q6lQ69TeXZ 

Chapters 

  • 0:00 Intro
  • 2:50 HHC overview 
  • 7:15 How HHC can create value over time 
  • 9:15 Valuing HHC's operating assets 
  • 11:35 Opportunity cost versus other publicly traded real estate 
  • 17:35 Valuing HHC's unstabilized assets 
  • 19:30 Valuing HHC's Hawaiian assets (Ward Village) 
  • 29:55 Valuing HHC's "other" assets 
  • 31:40 Valuing HHC's MPC 
  • 45:20 Valuing HHC's Seaport asset 
  • 50:55 Why is HHC always trading under NAV? 
  • 54:00 Will non-Ackman shareholders ever realize value from HHC? 
  • 56:25 HHC's OXY deal 
  • 1:05:35 HHC's most recent MPC deal versus share buybacks 
  • 1:13:00 Ackman's long term HHC plan
    • ...more
    View all episodesView all episodes
    Download on the App Store
    Yet Another Value PodcastBy Andrew Walker
    • 4.6
    • 4.6
    • 4.6
    • 4.6
    • 4.6

    4.6

    103 ratings

    More shows like Yet Another Value Podcast

    View all
    We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

    We Study Billionaires - The Investor’s Podcast Network

    3,347 Listeners

    The Meb Faber Show - Better Investing by The Idea Farm

    The Meb Faber Show - Better Investing

    943 Listeners

    Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

    Capital Allocators – Inside the Institutional Investment Industry

    797 Listeners

    Focused Compounding by Andrew Kuhn and Geoff Gannon

    Focused Compounding

    271 Listeners

    Chit Chat Stocks by Chit Chat Stocks

    Chit Chat Stocks

    196 Listeners

    The Market Huddle by Patrick Ceresna & Kevin Muir

    The Market Huddle

    361 Listeners

    The Acquirers Podcast by Tobias Carlisle

    The Acquirers Podcast

    298 Listeners

    Value Investing with Legends by Columbia Business School

    Value Investing with Legends

    208 Listeners

    Excess Returns by Excess Returns

    Excess Returns

    84 Listeners

    Value Hive Podcast by Brandon Beylo

    Value Hive Podcast

    95 Listeners

    The Business Brew by Bill Brewster

    The Business Brew

    248 Listeners

    Business Breakdowns by Colossus | Investing & Business Podcasts

    Business Breakdowns

    355 Listeners

    Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

    Behind the Balance Sheet

    51 Listeners

    Joys of Compounding by Colossus | Investing & Business Podcasts

    Joys of Compounding

    97 Listeners

    Monetary Matters with Jack Farley by Jack Farley

    Monetary Matters with Jack Farley

    155 Listeners