Pershing Square Investor Letter
Lots of discussion on GGP's bankruptcy (a favorite of distressed debt investors) in the letter.
Enjoy:
Pershing Square Third Quarter Investor Letter 
This blog will try to dissect distressed debt investing, up and down the capital structure. We will look at current distressed debt situations, try to explain the ins and outs of how decisions are made in the distressed debt world, probably rant a few times about positions that are working against me, and hopefully enlighten some readers.
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hunter [at] distressed-debt-investing [dot] com
About Me
I have spent the majority of my career as a value investor. For the past 8 years, I have worked on the buy side as a distressed debt and high yield investor.
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2 comments:
Hunter,
Any thoughts on this one as it continues to unfold?
...GGP that is.
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