1 deck published between 2017-11-13 and 2017-11-13 — 30 pages, 30 analysed slides total.
Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.
Taubman's dominant Class A malls are still bustling and growing, yet TCO is down 25% YTD — management, not 'dead malls,' is the problem, with 50%+ upside if the board acts.