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

    95 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

    3,365 Listeners

    Odd Lots by Bloomberg

    Odd Lots

    1,782 Listeners

    The Meb Faber Show - Better Investing by The Idea Farm

    The Meb Faber Show - Better Investing

    935 Listeners

    Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

    Invest Like the Best with Patrick O'Shaughnessy

    2,298 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

    Chit Chat Stocks by Chit Chat Stocks

    Chit Chat Stocks

    190 Listeners

    The Market Huddle by Patrick Ceresna & Kevin Muir

    The Market Huddle

    362 Listeners

    The Acquirers Podcast by Tobias Carlisle

    The Acquirers Podcast

    302 Listeners

    Excess Returns by Excess Returns

    Excess Returns

    65 Listeners

    Value Hive Podcast by Brandon Beylo

    Value Hive Podcast

    90 Listeners

    The Memo by Howard Marks by Oaktree Capital Management

    The Memo by Howard Marks

    392 Listeners

    The Business Brew by Bill Brewster

    The Business Brew

    246 Listeners

    Business Breakdowns by Colossus | Investing & Business Podcasts

    Business Breakdowns

    344 Listeners

    Behind the Balance Sheet by Stephen Clapham, Behind the Balance Sheet

    Behind the Balance Sheet

    47 Listeners

    Forward Guidance by Blockworks

    Forward Guidance

    271 Listeners