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20	member 10/24/23 6:43AM distressed debt 19
This is pretty much "F*** You, Pay Me" debt. I get they can buy back converts at 65c, but those converts had no interest, this is running 11%. Helps deal with the 2025 maturity though... login to read the rest 1 view available tags
19	member 9/24/23 8:15AM Re: Re: Re: Re: marketshare losses 18
Vincent ill admit my work on redfin is not the deepest, I used it as a macro short to my compass long, and thank god because that has been a disaster too. In term of... login to read the rest view available tags
17	member 9/09/23 6:45AM Re: Re: marketshare losses 16
Vincent, website traffic for July continues to indicate marketshare loss. I guess we'll see when they report but id be surprised if share was flat yoy. Maybe he means flat from Q2 to Q3, which... login to read the rest view available tags
15	member 8/04/23 7:41AM marketshare losses
This is not surprising. The main omission in your writeup in my view was the fact that you effectively hold transactions totals flat despite the removal of a buyer credit. Clearly, if buyers do not... login to read the rest 1 view available tags
13	member 6/29/23 9:46AM $14
Basically doubled. -13 view available tags
11	member 5/05/23 3:54PM Re: Re: Re: Re: Re: Re: +31% on earnings today. 10
It’s your loss then, literally and figuratively. Not mine :) -8 view available tags
10	member 5/05/23 3:51PM Re: Re: Re: Re: Re: +31% on earnings today. 9
The idea, and especially your attitude, don’t merit reactivation imo 7 view available tags
9	member 5/05/23 2:45PM Re: Re: Re: Re: +31% on earnings today. 8
You realize you are calling a guy who published an inflations and rates bottom by analyzing global data going back to 1790 a “blind squirrel” that finds a nut :) I’ll answer and elaborate on your... login to read the rest -10 view available tags
8	member 5/05/23 2:36PM Re: Re: Re: +31% on earnings today. 7
Isn't it selective bias / cherry picking by pointing to 1 day / 1 month? Good for you, you caught a nice short squeeze - which wasn't part of your thesis I believe. So your process was... login to read the rest 5 view available tags
7	member 5/05/23 2:14PM Re: Re: +31% on earnings today. 6
That’s some selective bias! Warren Buffett once said, “The first rule of an investment is don't lose money. And the second rule of an investment is don't forget the first rule. And that's all the rules... login to read the rest -8 view available tags
6	member 5/05/23 1:32PM Re: +31% on earnings today. 4
didnt realize your entire thesis was "short squeeze" 4 view available tags
4	member 5/05/23 10:17AM +31% on earnings today.
just 45 mins after open. -6 view available tags

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			2023	2024
Price:	7.49	EPS	0	0
Shares Out. (in M):	109	P/E	0	0
Market Cap (in $M):	822	P/FCF	0	0
Net Debt (in $M):	986	EBIT	0	0
TEV (in $M):	1,808	TEV/EBIT	0	0

Description

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