Hello REIT industry investors, mgmt teams, colleagues and analysts! I’m inviting you to the
@SwamiResearch
real estate chat for high quality DD and industry news
@Budgetdog_
Brah, I need to choose my produce and proteins, not have some checked out minimum wage worker select the worst items in the bunch and bruise/spoil 25% of the haul along the way
@TheFigen_
The analogy is flawed, because here the downward slops represent acceleration periods (upswings). From point A to B, there are no above trend line parts of the curve (slowing down, hard times), only steady and faster pacing compared to the ordinary path
@chernobelskiy
Each transaction has 2 sides (buyer and seller brokerage commissions) so this was flipped and definitely some commission churning involved. A decent broker would have never presented the lower offer if the market clearing price was 50% higher
Today I said goodbye to you, Biggie Smalls 💔 you were the best boy! I’m short on words right now but I’ll remember your love, patience, forgiveness and empathetic presence for the rest of my days
Investor Coaching Session
#3
with
@KeithMcCullough
Keith is joined by two top contestants in
#HedgEyeOnThePrize
, Morris Groves and
@jimmyrunsmoney
, to discuss their positioning/strategy, & give FREE coaching to all investors
watch the 45 min video here:
$CURLF, like many $MSOS just grew revenues 70%+ y/y with a flat/negative stock price over the last 12 months. Growth profile undiminished, irrationally low multiples vs. a bubble equity market. Screaming buy more and hold all day for me
@MelanieMusey
💯 I came to America (Long Island) in 1991 when I was five, from the slums of Shanghai chasing the American dream with my family. Your story today is spot on about most immigrants’ real feelings towards these privileged ungrateful kids who don’t have a clue…
@Curiouscandyce
@WomenPostingLs
Harsh reality for most men and women. How many of us truly have careers and other pursuits as meaningful and transcendent over time as having a family and mentoring the next generation? Very very few
This 5 hour masterclass from
@balajis
is mind blowing - on Bitcoin, The Great Awokening, Wolf Warrior Diplomacy, Open-Source Ecology, Reputational Civil War, Creating New Cities, and Options for Becoming a Sane but Sovereign Individual (
#547
)
@TrevorsCrucifix
@KILLTOPARTY
there is a stat that says men lose interest in women if they don't have kids together and they're together for more than like 5 years. evolutionary neurological overdrives
@TripleNetInvest
Paying an institutional cap rate on market rents for an operator which peaked and showing y/y declines is risky… I like the deal if we can redevelop and repurpose the land if needed in 20yrs
$PLBY 1Q22 earnings is out! On the surface, this is a top quartile retail result without any additional details. $69.4M of revs (highest ever as a company), +63% y/y, 71.5% of which is direct to consumer (HIGH margin). DTC growth was 125% y/y, brand is HOT 🔥Tune in tonight!
Happy 8th anniversary to maahh wiiife 😍 it’s been 14yrs since you showed up at the front steps of my frat house…life is funnier, yummier and lovelier with you by my side. We’re still at base camp, so pack your bags and let’s 🧗♂️ this ⛰️! ❤️
$PLBY 3Q21 BEATS on revenues $58.4M vs. 57.6M estimate, 67% y/y despite $5M lost due to COVID related closures and supply chain impacts. Conference call at 5pm ET. I LIKE THIS
Hey top
#Hedgeyeontheprize
contestants, where you at? Let’s get a Twitter spaces event in the near future to make intros and exchange perspectives. I know a lot of people would be interested in hearing this! I’ll help coordinate this event for a weeknight evening soon