Special Situations 🌐 Newsletter (Jay Singh III)
We talked about homebuilder layoffs in last night's spaces along with 2 last month, and they are now on their way... $tol $hov $phm $dhi $xhb
https://t.co/iXSu4Bxc7P
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We talked about homebuilder layoffs in last night's spaces along with 2 last month, and they are now on their way... $tol $hov $phm $dhi $xhb
https://t.co/iXSu4Bxc7P
June home builder sentiment and survey results are in. Top themes: 1) A lot more new home buyers cancelling. 2) Price cuts becoming fairly common. 3) Drop in demand finally cooling construction cost pressures (builder layoffs also happening). Market commentary to follow… - Rick Palacios Jr.tweet
Twitter
June home builder sentiment and survey results are in. Top themes: 1) A lot more new home buyers cancelling. 2) Price cuts becoming fairly common. 3) Drop in demand finally cooling construction cost pressures (builder layoffs also happening). Market commentary…
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Mostly Borrowed Ideas
Everything is easier than ever to start. But a question I have always introspected lot more is how to not quit. It is longevity, not virality, that should be closely studied by any content creator.
"Why I never quit YouTube (yet)"
https://t.co/dngbv6eqsv
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Everything is easier than ever to start. But a question I have always introspected lot more is how to not quit. It is longevity, not virality, that should be closely studied by any content creator.
"Why I never quit YouTube (yet)"
https://t.co/dngbv6eqsv
tweet
Offshore
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Bread Crumbs Research
RT @YHamiltonBlog: 9th issue of AGB in 2022 is Roper Technologies $ROP
-Serial acquirer of leading businesses in defensible niches
-CRI based acquisitions + decentralized model
-Reinvestment rate is important for growth
Would appreciate a like/retweet. Thanks for reading!
https://t.co/mepVgtT65J
tweet
RT @YHamiltonBlog: 9th issue of AGB in 2022 is Roper Technologies $ROP
-Serial acquirer of leading businesses in defensible niches
-CRI based acquisitions + decentralized model
-Reinvestment rate is important for growth
Would appreciate a like/retweet. Thanks for reading!
https://t.co/mepVgtT65J
tweet
Morning Brew ☕️
RT @MarketingBrew: We hear you: Streaming ads are WAY too loud. 📣
So why isn't there an easy fix? @kelseymsutton explains. 👇 https://t.co/6iZ7odkIRN
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RT @MarketingBrew: We hear you: Streaming ads are WAY too loud. 📣
So why isn't there an easy fix? @kelseymsutton explains. 👇 https://t.co/6iZ7odkIRN
tweet
Twitter
RT @MarketingBrew: We hear you: Streaming ads are WAY too loud. 📣
So why isn't there an easy fix? @kelseymsutton explains. 👇 https://t.co/…
So why isn't there an easy fix? @kelseymsutton explains. 👇 https://t.co/…
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Rihard Jarc
My article on $META and its challenges is out.
- The rise of TikTok and what it means for $META,
- The Apple privacy change problems and monetization
- The Metaverse and its cash burn.
I also talk about the valuation and what is reflected in it.
https://t.co/zCRjJ0Y6FB
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My article on $META and its challenges is out.
- The rise of TikTok and what it means for $META,
- The Apple privacy change problems and monetization
- The Metaverse and its cash burn.
I also talk about the valuation and what is reflected in it.
https://t.co/zCRjJ0Y6FB
tweet
Offshore
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Special Situations 🌐 Newsletter (Jay Singh III)
Small lumber bankruptcy, but J.T. Shannon lumber just filed for bankruptcy in Mississippi #HousingCrisis $XHB $PHM $DHI $TOL $HOV $NVR $MDC $LGIH $LEN $MHO
https://t.co/5P1jZpmUz0
https://t.co/pArHV3t5Ya https://t.co/oVVgqrhwUR
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Small lumber bankruptcy, but J.T. Shannon lumber just filed for bankruptcy in Mississippi #HousingCrisis $XHB $PHM $DHI $TOL $HOV $NVR $MDC $LGIH $LEN $MHO
https://t.co/5P1jZpmUz0
https://t.co/pArHV3t5Ya https://t.co/oVVgqrhwUR
tweet