IDEA
AUTHOR
PUBLISHED DATE
No ideas
SUBJECT
AUTHOR
POSTED DATE
07/19/2024
I agree with afgtt that historically, volumes were not very important. From 2013 to 2019, volumes declined by an average of 2% per year, while shares delivered a 17% CAGR.  The big difference with today ... Read more
I shorted DWAC through options.  I thought about posting this as an idea but decided against it because the options are illiquid with limited open interest, making the audience too small to legitimately count as ... Read more
2008 was a V bottom. During the 6 months that vacancy went from 95% to 80%, rents dropped from $20 to $5. I was the guy in front dropping rents. Whole process took about 6 months from the ... Read more