Matthew Young @mdy4
Joined January 2011-
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@JasonStrom84409 Do you have any thoguhts on what legal hurdles could be thrown up during the 10 day period? Could they get any traction and cause delay? Thanks
@Mr_Neutral_Man Thanks. Love your work btw. Out of interest, do you spend much time on factor analysis with REITs at all to explain moves or idea gen? Or not worth the time when you're bottom up and in REITs. Thanks
@JaredKubin Curious about how you do this. Are the constituents custom? And change over time? thanks
@chasesfish @Mr_Neutral_Man I think mixing dividend yield with implied cap rate?
@Mr_Neutral_Man @EllliotttB Multi-family getting killed. Still like the supply fall off and think demand should be just fine.
@Mr_Neutral_Man Love your work so looking forward to it! Thanks
@100xCompounding Would love to be on your distribution list please. Please DM so the bots don't have my email 😂
@ShanuMathew93 But I guess greater renewables required better grid planning etc so in a way renewables was a factor? i.e. status quo grid management wasn't enough because of renewables?
@JasonStrom84409 Thanks Jason for all the updates. How do you view the worst-case scenario here?
@BambroughKevin Hi Kevin, keen to keep getting articles please. Thanks
@JonLitt Don't you think this will weigh on the stock? i.e. sell-side lowering. Curious why you still own? Thanks
@JasonStrom84409 Eq raise looks dilutionary if you're a bull?
@JasonStrom84409 Thanks JS. Why would the CCC shoot themselves in the foot? Terrible legal advice? This seems like a low-odds outcome, so I'm just wondering if there is any other angle.
@JasonStrom84409 @JasonStrom84409 Feels like check mate? Any notable risks out there to impede a restart? Best guess on timeline? Thanks for all the awesome work!
@ShanuMathew93 Sounds v interesting. I google'd it but couldn't find it. Will this be available online please?
@JasonStrom84409 It doesn’t sound like a company ready to start pumping in Q1 either
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