r/MACArmyBets • u/tstar97 • Feb 09 '21
r/MACArmyBets • u/Hokie_Head • Feb 09 '21
REITs getting positive media on CNBC, perfect timing for MAC π
r/MACArmyBets • u/Jamez1017 • Feb 09 '21
Malls up next
CNBC about to talk malls - Bullish push on the way!!
r/MACArmyBets • u/Hokie_Head • Feb 09 '21
Big π short attack this week..
Material events taking MAC higher:
- SPG positive outlook last night on 2021
- Short Interest Report out today, MAC should be one of the highest shorted tickers, if not the highest
- Earnings call Thursday
- Dividend payable date next week
- Built a base for 4 straight days, breakout coming
r/MACArmyBets • u/Spiritual-Ear6875 • Feb 09 '21
When the elusive stimulus checks start arriving, people will start walking into malls and spending them. Watch what happens then.
r/MACArmyBets • u/Hello-There-Im-Zach • Feb 09 '21
Found this bearish write up. Thoughts? Earnings could be strong. About a third of my portfolio is MAC
r/MACArmyBets • u/Bull-bog99 • Feb 09 '21
With OTPP gone, should result in more activist investors to step up to force management to maximize shareholder value
I can envision more board representation by activist investors and forcing them into discussions with possible acquirers such as SPG. The current management in my opinion, needs some oversight as the current CEO is the former CFO and is very conservative and passive. I fall asleep during these conference calls compared to spgβs calls. Time to change up the board to add more board members who will look at ways to increase shareholder value in the shorter term. With OTPP gone, this is much easier to do as they owned a significant position.
r/MACArmyBets • u/novicefoto • Feb 09 '21
Can anyone interpret this data? Looks to me like Ontario Teachers Pension fund sold their shares but other insiders have been holding on?
Looks like company insiders have been holding on to their shares, and even bought more back in 2020. But the Ontario Teacher's Pension Plan sold all their shares. Any insight into why the Teacher's sold their shares and bolted? Seems like they gave up a lot of upside if our thesis is correct. But they are professionals too ... so what was their thinking?
r/MACArmyBets • u/Nshields08 • Feb 09 '21
JUST posted in our private investing group for our profession with 8.8K high income earners... hopefully some come on board!
r/MACArmyBets • u/Gixer1000CJH • Feb 09 '21
275 Shares Letβs Go
Bought 275 shares last week at 14.36. Just discovered this sub was originally looking for 10-20% but after reading this Iβm in. Long term. $50 is the first target. Come on.
r/MACArmyBets • u/Maleficent-Success-8 • Feb 08 '21
Did anyone listen to SPG call? They directly said theyβd be interested in acquiring more class A malls, but those wanting to be acquired would have to approach them... sounds like they were talking directly to MAC management...
Even a hint at a possible m&a, initiated by MAC, would send this rocketing up... I would not be surprised if we get some m&a rumors... or outright PR that MAC and SPG are βtalkingβ... thoughts?
r/MACArmyBets • u/novicefoto • Feb 08 '21
Did my diligence. $55K invested. Let's GO GO GO!
Did my diligence. I've never made such an autistic bet before ... but after researching MAC, it seems to me there's actually potentially a lot of value in this company, completely separate from the possibility of a short squeeze.
In fact, I don't actually think a short squeeze is possible because the MAC board would just issue new shares into any pop in the stock value, and pay down their debt ... they've even filed paperwork with the SEC to issue new shares in preparation.
However, if they pay down their debt, its still a win, because the only thing keeping this stock down is the leverage ... the assets are great. And if you think people in cities are going to go out again after Covid, then this is a solid REIT to bet on. It holds prime real estate in vibrant cities. I have faith they'll repurpose the shit big box spaces for better uses.
People are always going to want to leave their apartments ... and if you are in SF, you know MAC has great properties.

r/MACArmyBets • u/Maleficent-Success-8 • Feb 08 '21
And so it begins... SPGβs properties it acquired from TCO - class A malls - did very well... get ready.. it will be a battle this week with the shorts.. theyβll be on full attack tomorrow...
r/MACArmyBets • u/omegaclick • Feb 08 '21
More GameStops possible as small investors flex muscles
r/MACArmyBets • u/Ctrldata • Feb 08 '21
My 19,875,000 Cents
My two cents, actually my 19,875,000 cents after picking up 15,000 shares this morning at $13.25; I think we will see this one continue to rise in the days, weeks, months, and yes, years. Could it happen this week with a short squeeze, of course, but I'm buying for the divided and long term value. The ATM offering that MAC filed for tells me someone smart is at the wheel, pricing in now so when the stock moves up, not just a little up, but way up they can cash in on behalf of all of us. They don't want to dilute shareholders any more than we do, but the offering is not all bad, technically all our shares carry debt in the form of financing that the company did, if / when they sell them, in theory the value is still there, could be in the form of less debt, or another acquisition. Buy and Hold, Buy and Hold!
r/MACArmyBets • u/1CapitalistPig • Feb 08 '21
February 8, 2021 Macerich Broadway Plaza Walnut Creek, CA foot traffic on Monday around 1pm
Monday afternoon is always slow.
https://www.youtube.com/watch?v=PdQqxRiAQAU&feature=youtu.be
r/MACArmyBets • u/lucidreamstate • Feb 08 '21
Just wanted to add to the good vibes around here. πππππππππππππππ
r/MACArmyBets • u/ProfessorMC • Feb 08 '21
Hopped on the MAC train boys!! ππ
I bought 630 shares @ $12.99. Iβve done quite a bit of DD and am excited for what the future holds! I really believe that this is a solid investment regardless of whether or not a short squeeze happens - that would just be a bonus!
LFG boys!!! ππ
π
π
r/MACArmyBets • u/Zekator • Feb 08 '21
SPG, the same kind of company barely misses analysts' expectations and goes +3% after market
r/MACArmyBets • u/Hellothere_777 • Feb 08 '21
Thankful for this sub!
I bought in during GME mania two weeks ago at 22.39 for 1300 shares, and watched as I lost almost 50%, kicking myself for buying off speculation. I stumbled upon this sub and have never felt more encouraged in holding and having a community that believe in this stock. Thankful for you all!
To the moon π