Whitney Tilson’s email to investors discussing Howard Hughes presentations; Bitcoin/crypo crash; Bondholders paid in ham and the world’s toughest mudder.
1) Housing-related stocks have gotten whacked due to concerns of a slowdown, which this article captures: Housing Market Slows, as Rising Prices Outpace Wages. Excerpt:
Massif Capital’s Top Short Bets In The Real Asset Space [Exclisuve]
