Talking Landholding Companies with Todd Sullivan for ReutersTV

At the Value Investing Congress, the big media stories involve who the big guys are smacking down – Einhorn talking short $CMG or Buckley short $SPLK.

But some of the smartest themes unfold without the sex appeal, like landholding companies $HHC,  $ALEX and $BPO.

These are great misunderstood stories and I was lucky enough to be able to take a few minutes to discuss the edge on these plays with Todd Sullivan of Rand Strategic Partners for ReutersTV.