In addition to being a great guy and brilliant CEO of Howard Hughes Corp. (HHC), David Weinreb is an incredible singer/performer. Long ago, he was a child star – some called him a young Frank Sinatra – with his own band, performing at resorts in the Catskills, doing commercials, etc. In an odd coincidence, he and Vanessa Williams (Grammy-nominated singer, actress, model and, in 1983, the first African-American woman crowned Miss America) were good friends and classmates at Horace Greeley High School in Chappaqua, NY, where they traveled with the school orchestra to perform in places like Venezuela and the Bahamas. They’re still close friends and they haven’t lost their touch as performers, as you can see from this video I took of them at the charity gala at the Plaza to benefit the Boys & Girls Harbor. And in an even more odd coincidence, you’ll never guess who was two years behind them at Horace Greeley: Bill Ackman!
H/T Whitney Tilson
Qualivian Investment Partners Up 30% YTD; Long ORLY Thesis
Qualivian Investment Partners commentary for the second quarter ended July 30, 2020. Q2 2020 hedge fund letters, conferences and more “Short-term investors will accept a 20% gain because they didn’t spend the time to develop the conviction and foresight to see the next 500%.” - Ian Cassell Executive Summary Readers of investment letters fall into Read More