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. &nbsp;
HHC model: https://t.co/q6lQ69TeXZ&nbsp;
Chapters&nbsp;

 
 
 
 
  
  
  
  
  
  
  
  
  
  
  


Opportunity cost versus other publicly traded real estate&nbsp;

Valuing HHC's Hawaiian assets (Ward Village)&nbsp;

Why is HHC always trading under NAV?&nbsp;

Will non-Ackman shareholders ever realize value from HHC?&nbsp;

HHC's most recent MPC deal versus share buybacks&nbsp;

Samir Patel from Askeladden Capital on MIX Telematics $MIXT

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.com. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas.

Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer