Subject: Re: SPG - recession watchlist target


again - the thought here is likely no shot at a good entry price outside of some sort of economic catalyst such as a recession. David Simon not Buffett-old or anything, but has been at it a long time and his retirement could also be a shock. Not sure I like jumping in on an unknown CEO. But if a recession occurs, this is one of the top of my watchlist to try and catch at a lower price (again).

I was going to link to my TMF threads but since I sold in late 2021, those posts have since vanished when TMF moved to their new format. Que sera sera.

Dreamer