Charlie S Profile Banner
Charlie S Profile
Charlie S

@2buckchucky

1,393
Followers
562
Following
129
Media
4,193
Statuses

Looking for liquidity + opportunities in CRE, Silicon Valley and SF Pen, OpCo rescue capital, BJJ student, interested in transcendent meaning

Silicon Valley
Joined December 2007
Don't wanna be here? Send us removal request.
Pinned Tweet
@2buckchucky
Charlie S
6 months
Newly released footage of two capital markets brokers fighting over a tiny bank owned deal that will almost certainly trade in 2024.
1
2
22
@2buckchucky
Charlie S
3 months
I know people who make seven figures and no longer feel like they can afford to eat out. Last night the cheapest glass of wine at the restaurant was $45.
429
9
458
@2buckchucky
Charlie S
4 months
@liz_churchill10 @ReturnOfKappy Not knowing the Oscars are on right now, makes me feel like part of the solution
4
6
235
@2buckchucky
Charlie S
6 months
@jordanbpeterson I sat with a very influential man once who fully funded one of the most prestigious real estate schools (within a business school) in the world. Years after finding it and helping it become what it was he said the extensions schools were so much better, his prestigious school
4
12
230
@2buckchucky
Charlie S
7 months
@RonBrownstein @carlquintanilla @elonmusk You should stop spreading false information.
6
1
158
@2buckchucky
Charlie S
7 months
@TripleNetInvest Theo is stepping up his guest game!! Love that dude. Great share too!!
1
0
148
@2buckchucky
Charlie S
8 months
@TripleNetInvest I’ll be shocked if there isn’t an excellent explanation for this.
21
0
142
@2buckchucky
Charlie S
2 months
@WallStreetSilv While totally wrong, what did stores think would happen when they removed the cashier? They had to factor this into their math.
14
0
137
@2buckchucky
Charlie S
6 months
I’ve been interacting over the last few days with DEI supporters on X. Aside from some of the accusations of bigotry and stupidity, most have been pretty decent to engage with, and I’m learning some stuff from and about them. The biggest revelation is that they appear to
34
10
134
@2buckchucky
Charlie S
1 year
@crystalandqueue @Travis_in_Flint I’m so sorry Courtney. What these kids and parents go through is awful.
2
4
115
@2buckchucky
Charlie S
3 months
@texasrunnerDFW The 30year mortgage rate in 1985 was 13%. That’ll distort a chart like this pretty dramatically.
21
1
111
@2buckchucky
Charlie S
6 months
@RobertMSterling @BillAckman Me: watching what happens to jackals when they mess with Mufasa.
4
0
110
@2buckchucky
Charlie S
8 months
@TripleNetInvest The whole market is getting an education on residual value mathematics. Stabilized value - market upside to investor - stabilization/project costs = value. Sometimes it’s a negative number.
7
3
110
@2buckchucky
Charlie S
6 months
@DavidSacks If you can’t win, just redefine victory.
2
1
93
@2buckchucky
Charlie S
5 months
@TheRabbitHole84 @mcuban He (Cuban) is trying force you into a no win situation. The reframing forces you to solve his ideological problem. When you can’t solve the unsolvable, he “wins”. This debate is over the racism of DEI. Don’t let him reframe it.
2
3
96
@2buckchucky
Charlie S
7 months
@KevinKileyCA Amazing post. I moved the family to Idaho in 2020 because of much of this. I wouldn’t want to see the country run this way.
1
2
98
@2buckchucky
Charlie S
1 month
@eyeslasho Corporations are so desperate to prove they are anti-racist, they end up proving their view is race based.
@2buckchucky
Charlie S
2 months
Gap: Gemini, please generate a diverse group of models for in-store display. Gemini: absolutely, here you go. Gap: Perfect!
3
0
13
1
9
93
@2buckchucky
Charlie S
3 months
@TripleNetInvest It’s incredible to me that Oakland‘s office vacancy rate is better than San Francisco’s. I think there’s a lot of shadow space which is still invisible and coming to market in future waves.
8
4
89
@2buckchucky
Charlie S
1 month
@shawngorham If you aren’t gonna go with the La Marzocco or something extravagant, this is my pick. It’s about $700. One boiler which isn’t optimal but works perfectly for me every time. Get some organic beans like blue bottle, but even Costco has them, figure out the proper grind for them,
Tweet media one
20
0
83
@2buckchucky
Charlie S
5 months
@friedberg Most of the teachers would probably create assignments like “explain why everything he said is wrong.”
2
2
77
@2buckchucky
Charlie S
9 months
@chamath It’s so hard not to be a conspiracy theorist these days. Not sure if I’m just cynical but within 30min of reading about the situation all I could think about were the national and special interests who would benefit from this rather than the suffering on the ground.
3
2
78
@2buckchucky
Charlie S
7 months
@TripleNetInvest We’ve already seen Silicon Valley MF go from roughly a 20GRM to roughly a 10GRM. I’m told you can buy brand new leased product in Oakland and San Jose for 60% of “replacement cost”. Replacement cost in quotes because they are always adding in some land that’s marked up.
6
7
80
@2buckchucky
Charlie S
7 months
@KobeissiLetter New homes aren’t in good infill locations or on large land parcels. They are generally in planned developments, non-walkable, and overbuilt. In most lower cost expanding markets they aren’t built with high quality products. They are inferior.
7
2
78
@2buckchucky
Charlie S
7 months
@KobeissiLetter Prices are out of control so I welcome this a bit. Not to the point of collapse or anything like that. But five guys charging $16 for a burger isn’t in the realm of reasonable.
8
1
73
@2buckchucky
Charlie S
5 months
@eyeslasho I usually really appreciate your posts. I think you’re insightful and bold with your speech. But the situation with Israel and Gaza is just too nuanced to have an opinion this strong, IMO.
16
1
63
@2buckchucky
Charlie S
5 months
@jordanbpeterson It’s not even that the left moved. An entire religious tumor grew. We call it “woke”.
0
1
61
@2buckchucky
Charlie S
1 month
@WallStreetSilv They are a mismatch on multiple levels but the negative response will be viewed as racism. It’s a ploy.
1
0
63
@2buckchucky
Charlie S
5 months
@rogerfields120 Boots on the ground (Silicon Valley) perspective: Tech workers out of a job can’t find one, no one hiring except in select situations. Top notch tech workers getting paid even more. Construction companies are hanging on for dear life. A buddy just this morning told me some
10
3
58
@2buckchucky
Charlie S
2 months
@StealthQE4 @Greensheet6 We absolutely have to elect Trump. I’ve never voted for him in the past, but he is the only way forward.
5
1
58
@2buckchucky
Charlie S
8 months
@KobeissiLetter SF has 88mil feet of office and NYC has about 464mil feet. So a few mil feet matter but it’s not like a regional bank collapsing. I really like your posts but please don’t become clickbaity. You are better than that.
7
2
56
@2buckchucky
Charlie S
6 months
@HumbleFlow @TheRabbitHole84 @elonmusk Better chance to be mayor of SF, except he doesn’t meet their DEI standards.
1
0
53
@2buckchucky
Charlie S
5 months
@jordanbpeterson @CPOntario Can’t believe how kind Woke Jordan was to that oppressor with the beard. Back to camp you go!!
0
0
56
@2buckchucky
Charlie S
8 months
@chamath “The summit is expected to bring in $53mil”. What a joke. How much is the city’s economy losing every day by not cleaning it up and making it safe?!!!
1
0
53
@2buckchucky
Charlie S
6 months
@sweatystartup I recommend figuring it out prior to wedding day.
0
1
53
@2buckchucky
Charlie S
6 months
@BrixCity17 @mcuban @X You don’t get both. DEI isn’t an expansion of the talent pool it’s preference for a group identity. DEI makes runners wear different weighted vest based on skin color. Meritocracies take the weights off entirely, allow everyone to run freely, and award runners by speed. The
30
0
53
@2buckchucky
Charlie S
7 months
@KobeissiLetter This is going to be the norm not the exception for a while. The faster these banks write it all down, the faster we can move on. Some financial institutions don’t want to face the music but need to get over it.
2
2
49
@2buckchucky
Charlie S
7 months
@BenjySarlin @RonBrownstein One thing we can agree on is just how totally broken the medical system is in this country. We have the worst of all worlds. Insanely high cost, an administrative state that’s captured by it, fewer choices due to the capture, and care that’s designed to create income streams
6
9
51
@2buckchucky
Charlie S
7 months
@KevinKileyCA I was one of the people who left. I also came back one e the Covid insanity was over. Not necessarily staying. We should be careful to place blame exactly where it should be. Newsom was a major problem, so were the health officials. Now it’s crime, water, power, and jobs.
11
3
50
@2buckchucky
Charlie S
5 months
@WallStreetSilv I suggest EVERYONE move along.
2
0
50
@2buckchucky
Charlie S
8 months
@KobeissiLetter Meth lab offers excellent debt coverage! Sign me up!!!
1
1
47
@2buckchucky
Charlie S
5 months
@BillAckman @Harvard Does Harvard check ID for this vote? I mean, it’d be pretty racist of them if they did. How else could each of my 22 VAs in the Philippines vote with all their aliases.
2
2
49
@2buckchucky
Charlie S
7 months
@sweatystartup Fiat currency does?
2
0
47
@2buckchucky
Charlie S
7 months
@RobertMSterling The left and the right generally agree on the problems, but have massive disagreement on solutions.
5
2
47
@2buckchucky
Charlie S
8 months
@constantraise I work right in downtown Palo Alto where so much of their ecosystem operates and I can attest that the reputations are mixed for sure. However, listening doesn’t make you a fool. These guys have teams of analysts working for them and see more pitch decks than most. They have a
4
0
46
@2buckchucky
Charlie S
3 months
@sweatystartup This one looks different. None of the other tools you mentioned are smarter than the user.
3
1
44
@2buckchucky
Charlie S
7 months
@TripleNetInvest I agree. I take some heat too but my allegiance is to truth not industry promotion/loyalty.
3
0
45
@2buckchucky
Charlie S
7 months
@FinPhilosopher How I imagine #retwit started.
2
4
41
@2buckchucky
Charlie S
5 months
@micsolana No eyes to see nor ears to hear.
0
0
39
@2buckchucky
Charlie S
3 months
@projectethos5 @reddit_lies I remember them screaming and terror when my unmasked child rode her bike too close to them in our cul-de-sac. Wouldn’t want to meet those fearsome predators in a dark alley
0
0
41
@2buckchucky
Charlie S
4 months
@TripleNetInvest It’s just starting. I’m tracking dozens of deals in locations no one thought would see contagion early on.
3
1
38
@2buckchucky
Charlie S
2 months
@eyeslasho Postmodernism has finally objectively gone too far.
0
0
35
@2buckchucky
Charlie S
7 months
@KobeissiLetter If they can’t control the memes they want to control the one who controls the memes. He who controls the memes controls the universe.
1
0
34
@2buckchucky
Charlie S
3 months
@CityNobu @texasrunnerDFW Divide each of those payments into the incomes provided and you’ll find they are each 4%. Oddly perfect.
3
0
32
@2buckchucky
Charlie S
7 months
@mu2myoc It’s like, “way to live a meaningless existence while contributing to the population collapse”
4
0
29
@2buckchucky
Charlie S
8 months
@TripleNetInvest @DavidSacks And Miami maybe performing best. A good test of this hypothesis would be Austin vs Dallas.
8
1
32
@2buckchucky
Charlie S
2 months
@AuronMacintyre @EndWokeness “It’s something our parents did and they got it wrong.” They certainly got something wrong.
0
0
32
@2buckchucky
Charlie S
5 months
@3YearLetterman @tkelce @CommunistTerror The apostle Paul wrote about this is Revelation 19.
1
0
33
@2buckchucky
Charlie S
9 months
@RobertMSterling Dude, this would have taken me a week to write. Bravo! You are contributing to overall human flourishing!! Keep it up.
2
0
28
@2buckchucky
Charlie S
5 months
@KobeissiLetter New investment strategy: short woke companies. If they’ll go woke like PayPal did, they’ll make more terrible decisions. It’s only a matter of time.
10
2
31
@2buckchucky
Charlie S
6 months
@3YearLetterman @elonmusk You just got yourself a new follower
8
0
32
@2buckchucky
Charlie S
9 months
@TrumpDailyQuote @ramshaofficial Western leftism is just religion by another name.
3
0
30
@2buckchucky
Charlie S
2 months
@3YearLetterman This is the best pro-SEC argument I’ve seen yet.
1
0
30
@2buckchucky
Charlie S
2 months
@EndWokeness Even liberal countries know mail in ballots are all about corruption
@2buckchucky
Charlie S
6 months
When you hear Trump fans complain about mail in ballots and election tampering, just remember, France doesn’t allow mail in ballots except in very rare circumstances because of voter fraud concerns. France = very liberal. It’s not about access or equity, it’s about fraud.
Tweet media one
0
1
4
1
12
31
@2buckchucky
Charlie S
4 months
@KobeissiLetter Significant job losses. That’s really what it always takes. I live in Silicon Valley and based on what I’m hearing, prices may be up 10% in the last couple months. That’s not a hard thing to imagine when you see big tech add market cap the way it has lately. A lot goes to
4
0
28
@2buckchucky
Charlie S
2 months
@TripleNetInvest Dude, the Restoration Hardware model is unbelievable! Designers bring their clients into these $20 million palaces, hand them a glass of wine, and spend a quarter of a mil in two hours by wandering around. I’m not saying that’s how it works at your local furniture store, but
3
1
28
@2buckchucky
Charlie S
6 months
@VinnyLingham @elonmusk @mcuban I don’t see the professional white guy flight association on there. Weird.
3
0
27
@2buckchucky
Charlie S
7 months
@KevinKileyCA What a joke. The state is self sabotaging in order to “lead” the world toward an impractical agenda.
6
1
28
@2buckchucky
Charlie S
2 months
@GRomePow This needs a modification. The top five in each sex can have whatever they want. If that’s banging 10 or 20 people at a time, or searching for something up greater depth, they can have it. However, because they can have whatever they want, the opposite sex becomes
3
1
28
@2buckchucky
Charlie S
9 months
@BillAckman Why does he have a New Jersey accent?
1
0
24
@2buckchucky
Charlie S
8 months
@TripleNetInvest Always look at go-dark value. Don’t overpay for income.
0
0
25
@2buckchucky
Charlie S
9 months
@meghaverma_art The inverse may be even more prevalent.
1
0
25
@2buckchucky
Charlie S
2 months
@Molson_Hart This is precisely what Peter Zehan says.
Tweet media one
8
1
26
@2buckchucky
Charlie S
8 months
@cspan Where is the dislike button @elonmusk ?
6
0
26
@2buckchucky
Charlie S
3 months
@leighleigh21 Oh, I’m going to kill him. But it made for a good post.
9
0
26
@2buckchucky
Charlie S
3 months
@financemose Dating five chicks at the same time is definitely hard
4
0
22
@2buckchucky
Charlie S
9 months
@zakhers @BretWeinstein Are you unbiased? That seems to be the sin you claim he’s committing. So is bias the problem or bias you don’t share the problem?
0
0
25
@2buckchucky
Charlie S
4 months
@WallStreetSilv @elonmusk @MarioNawfal They’d end up paying both, Elon’s bonus and the attorneys.
2
2
25
@2buckchucky
Charlie S
3 months
@eyeslasho Order is the difference between a wilderness and a garden. It’s required for human flourishing.
1
2
25
@2buckchucky
Charlie S
1 month
@eyeslasho This survey shows how over estimated intelligence’s impact is. If you are above average in intelligence when choosing from the other categories, it should be the least desirable.
3
1
24
@2buckchucky
Charlie S
7 months
Dallas office trading to Costco at $71/foot. The office problem isn’t just San Francisco. The 198,374-square-foot office building, known as North Central Plaza I at 12655 N. Central Expressway, is being auctioned off by Hartman SPE, a real estate firm working its way through
Tweet media one
@CoStarNews
CoStar News
7 months
The 198,374-square-foot #office building, for which #Costco is the highest bidder, is being auctioned by Hartman SPE. The company has asked the U.S. Bankruptcy Court for the District of Delaware to approve the $14.25 million sale to Costco.
0
0
6
5
1
23
@2buckchucky
Charlie S
7 months
@TheRabbitHole84 69 is always the right answer.
3
0
24
@2buckchucky
Charlie S
9 months
@TripleNetInvest So, I’m pretty close to this deal and I can tell you what’s going on here. You can see it in a recent post I made about the market. The audience for this building is VC/PE…the 2&20 crowd. They are flush with cash and operating totally different than the austerity mode of
2
0
23
@2buckchucky
Charlie S
3 months
@TripleNetInvest 70% off 2014 value may be an 85% discount from 2019.
0
0
24
@2buckchucky
Charlie S
3 months
@themgmtconsult Unfortunately not.
9
0
23
@2buckchucky
Charlie S
8 months
Tweet media one
0
0
23
@2buckchucky
Charlie S
3 months
@KevinKileyCA Newsome has no regard for truth.
2
3
23
@2buckchucky
Charlie S
5 months
@heyalexfriedman This is a great post. Men tend to chase status. Women tend to chase men who have it. Men get very little status for being well rounded, walking the middle path, being excellent but not world class multi-dimensionally. But it makes for the best kind of man.
1
0
21
@2buckchucky
Charlie S
6 months
@2buckchucky
Charlie S
6 months
@BillAckman @MIT The influence of @jordanbpeterson is all over this. I’m grateful to both of you.
1
0
4
0
0
23
@2buckchucky
Charlie S
5 months
@jordanbpeterson Davosheviks, Jordan, it’s my new fun word. Spread it!
0
0
23
@2buckchucky
Charlie S
5 months
@TripleNetInvest It looks supportable based on what I’m seeing at ground level. I just don’t understand the GDP numbers and the jobs numbers may be misleading.
@2buckchucky
Charlie S
5 months
@rogerfields120 Boots on the ground (Silicon Valley) perspective: Tech workers out of a job can’t find one, no one hiring except in select situations. Top notch tech workers getting paid even more. Construction companies are hanging on for dear life. A buddy just this morning told me some
10
3
58
8
2
22
@2buckchucky
Charlie S
5 months
@TripleNetInvest It’s really hard to tell, but it looks inappropriate on the surface. If he thoroughly marketed the property and pushed hard to find a buyer, particularly at the lower price, then he may not have done anything wrong, even though it looks like he did. I’ve been in the position at
3
0
21
@2buckchucky
Charlie S
8 months
@robkhenderson Thomas Sowell makes the point that Chinese and Jews tend to excel within any culture they parachute into. Within a few generations they rise to the top. My theory is that it relates to the ancientness of their deeply educational cultures. My thought is not fully formed.
4
2
19
@2buckchucky
Charlie S
1 month
@eyeslasho @TechRobot4K The fact that Jordan sells more shoes than any current player supports the relevance of your question.
0
0
21
@2buckchucky
Charlie S
5 months
@DrMiriam @Steelrubber1 @jordanbpeterson @CPOntario You are a gangster. I mean that in the absolute best way imaginable.
1
0
21
@2buckchucky
Charlie S
2 years
@BretWeinstein The media is utterly terrified by the naming of this phenomenon, particularly as they are losing their grip on the majority of minds. People who once bought in to the BS are now seeing the absurdity of the Covid media messaging.
0
1
21
@2buckchucky
Charlie S
3 months
@StealthQE4 The 30 year mortgage rate in 1985 was 13%. Couple that with the increased sizes of our homes now, and this chart is pretty distorted.
8
1
21
@2buckchucky
Charlie S
7 months
@KobeissiLetter It’s not high rates. It’s high rates + time.
0
0
20
@2buckchucky
Charlie S
8 months
@DavidSacks @bennyjohnson “Don’t…don’t, don’t, don’t” should be the dems advice to Biden on running again.
1
0
20
@2buckchucky
Charlie S
8 months
@VivekGRamaswamy I wonder who these ex-FBI employees will offer their services to once they are unemployed.
4
0
20
@2buckchucky
Charlie S
8 months
@heyalexfriedman There’s billions in the over reaction! Only millions in the reasonable solution.
1
1
18