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Ensemble Capital
RT @mikesimonsen: Inventory growth sure looks to be slowing
Still a lot of homes hitting the market for July, but 3% more per week down from 6-8% in June
525,000 single family homes on the market
All the details in this week's @AltosResearch real estate market video
📽️🧵👇
1/6 https://t.co/3e3f9i3g9U
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RT @mikesimonsen: Inventory growth sure looks to be slowing
Still a lot of homes hitting the market for July, but 3% more per week down from 6-8% in June
525,000 single family homes on the market
All the details in this week's @AltosResearch real estate market video
📽️🧵👇
1/6 https://t.co/3e3f9i3g9U
tweet
Offshore
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Mostly Borrowed Ideas
1/8 Today, I am migrating from WordPress to Ghost platform: https://t.co/4CPG6ily1P
On WordPress, I was managing disparate systems (MemberPress, MailerLite etc.) to manage my content. Every once in a while, something broke.
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1/8 Today, I am migrating from WordPress to Ghost platform: https://t.co/4CPG6ily1P
On WordPress, I was managing disparate systems (MemberPress, MailerLite etc.) to manage my content. Every once in a while, something broke.
tweet
Offshore
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Special Situations 🌐 Research Newsletter (Jay)
While majority of $INSAX Catalyst Insider Buying Fund is tech, is has underperformed every index. It shows you how good insider buying is to use overall as a catalyst
"Fund only invests in cos where corp insiders (CEO, CFO, directors, etc.) are purchasing their own co stock" https://t.co/8INQjMJ9eQ
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While majority of $INSAX Catalyst Insider Buying Fund is tech, is has underperformed every index. It shows you how good insider buying is to use overall as a catalyst
"Fund only invests in cos where corp insiders (CEO, CFO, directors, etc.) are purchasing their own co stock" https://t.co/8INQjMJ9eQ
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Special Situations 🌐 Research Newsletter (Jay)
RT @BlakeZweifel: @MrBlonde_macro @rhemrajani9 @notabigdeal111 @CameronDawson @JLinWins @trendwhizo @stocktalkweekly @TommyThornton @ProblemSniper @SpecialSitsNews @mansourtarek_ Yes exactly. Need two or more officers, and need big purchases vs their income, that’s when it becomes accurate in backtesting. And have to check the filings to make sure they were awards or exercises. Was not always right away though, 3-6months iirc
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RT @BlakeZweifel: @MrBlonde_macro @rhemrajani9 @notabigdeal111 @CameronDawson @JLinWins @trendwhizo @stocktalkweekly @TommyThornton @ProblemSniper @SpecialSitsNews @mansourtarek_ Yes exactly. Need two or more officers, and need big purchases vs their income, that’s when it becomes accurate in backtesting. And have to check the filings to make sure they were awards or exercises. Was not always right away though, 3-6months iirc
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Offshore
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Special Situations 🌐 Research Newsletter (Jay)
$SHOP Shopify earnings are on 7/27; a lot of priced in, but these are a few graphs to provide some context: https://t.co/fxzUqeGUCT
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$SHOP Shopify earnings are on 7/27; a lot of priced in, but these are a few graphs to provide some context: https://t.co/fxzUqeGUCT
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Offshore
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Taylor Pearson
First read it many years ago but think about this Dunbar Number "rule of three" frequently.
I try to do a fractal thing see (or at least talk to) everyone in group of 5 weekly, group of 15 monthly, group of 50 yearly. https://t.co/WVYzFfvyQt
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First read it many years ago but think about this Dunbar Number "rule of three" frequently.
I try to do a fractal thing see (or at least talk to) everyone in group of 5 weekly, group of 15 monthly, group of 50 yearly. https://t.co/WVYzFfvyQt
tweet