Mr Neutral Man aka "Howard Marks of REITs” @Mr_Neutral_Man
Value investing and leg day are both about your capacity to suffer. NYC Area Joined September 2017-
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No offense to the $NLOP bulls out there, but holy crap is the debt expensive 10.4% for the Mortgage Loan and 14.5% for the mezz loan
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What is the AI agnostic play in your portfolio? Long term followers know mine is.
What is the AI agnostic play in your portfolio? Long term followers know mine is.
K-Mart - goes from serving value investors to serving God
K-Mart - goes from serving value investors to serving God
Update: We are at $DBRG partnering with a 38% shareholder trying to lowball acquire $WOW for 4.9x TTM EBITDA phase of the investment cycle for cable/telco @AndrewRangeley Podcast episode for this? VIC write up on $CABO going to $0 and this deal = bottom in cable/telco??
Update: We are at $DBRG partnering with a 38% shareholder trying to lowball acquire $WOW for 4.9x TTM EBITDA phase of the investment cycle for cable/telco @AndrewRangeley Podcast episode for this? VIC write up on $CABO going to $0 and this deal = bottom in cable/telco??
Interviewer: Why did you fly all the way from NYC to Omaha? Me: You need to speak to Warren about that, no comment.
Interviewer: Why did you fly all the way from NYC to Omaha? Me: You need to speak to Warren about that, no comment.
Been thinking about what sectors I do well and what sectors I don’t Chemicals- great results, especially distribution and specialty Cable/Telco - decent Packaging - not treat Bob Real Estate - my bead and butter Tech - average Just my overall hit rate and reflective of…
What will $PM trade at if ZYN is banned? Please provide your reasoning
ReTwit, pay attention to this idea
ReTwit, pay attention to this idea
Is this actually happening at HS in the US?
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@rhunterh Will not allow this pro office propaganda to be spread
If only someone had been talking about this... @Mr_Neutral_Man @philbak1
Apartment REITs are starting to act better -- by the fall I don't think we'll be talking about a soft rental market anymore, particularly with any kind of future-oriented perspective.
@Mr_Neutral_Man Serving value shoppers…..killing value investors.
Over 40 former Kmarts have been repurposed into churches And one of the earliest of these #adaptivereuse church conversions is a #Kmart in the city of Detroit The Kmart at the intersection of Plymouth Rd and M-39 was one of the first 18 Kmart stores when it opened in 1962…
Estimated 1RMs are pretty BS, here's a more apples to apples charting of my deadlift progress. For the same number of reps, I've increased weight, and vice versa. (Would be good to color-code by year but I'm not that geeky) For eg. 140kg x6 reps in 2019, 140x10 in 2023.
@Mr_Neutral_Man @liensofnewyork Italic. Have found really great quality for everyday clothes on the cheap
Extraspace ceo after hitting a pathological hoarder with a 50,000% rent increase 32 days after they move in
@EllliotttB Welcome to the basics of the storage industry for the past couple years, it's super secret
An egg company is up 80% over the past year. Friends don't let friends pay 50x earnings for eggs. $VITL
Me and the boys, ready to absolutely blow out our C3-C5 vertebrae, riding Lime scooters on Omaha roads all weekend:
@SideHustle_LP If the minimum is $5k, i'd bet 100% that the GP would take $2500 but my god, red flags galore all around in this situation... 🚩🚩🚩 Half is usually my rule of thumb... but literally never hurts to ask, and if it's a sizable fund, many times there will be non-scammy feeders to…
Today, I had an okay year. Wild times. That's what makes this such an addicting game.
@Mr_Neutral_Man @AndrewRangeley @BillBrewsterTBB $JBGS: What is this, a REIT buybacks for ANTS?!
Glass half full: One more day like today and I get to write up $XPEL for @MicroCapClub. 😄
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