Calvin Value

if you try to buy a dollar for less than a dollar, you better be sure it’s not a fake

[Calvin Value @CalvinValue]

@CapitalShipyard Did you end up doing this?

[Calvin Value @CalvinValue]

This is the way. “Lindy” books. The classics are the classics for a reason.

Like you, I love reading business books, but it’s so nice to switch gears and read fiction sometimes. A few I’ve enjoyed recently:

The Count of Monte Cristo
The Red and The Black
War & Peace

Old biographies / autobiographies are awesome too. Benjamin Franklin’s autobiography is phenomenal

[Calvin Value @CalvinValue]

@CaptCorsario $1010

[Calvin Value @CalvinValue]

@Aella_Girl You would enjoy the book The Basic Laws of Human Stupidity by Carlo Cipolla

[Calvin Value @CalvinValue]

@Bkclaims Can you share the link to the interview pls?

[Calvin Value @CalvinValue]

Here are my notes after reading Crime and Punishment:

Painful and depressing. Traps the reader in the distressed, meandering mind of a young man in abject poverty, with nothing and no one in the world, driven by his wretched nature to kill an old woman. (Written at Chapter 5). Finished the book: it was a painful read, but not painful to read. A miserable masterpiece. Really takes you into the conscience of a troubled man who commits a murder. The man is punished by his own mind well before he is punished by the law - and indeed his self imposed punishment was far worse than the latter. In the end, though, he reaches salvation.

[Calvin Value @CalvinValue]

@TylerHardt @hkuppy @orrdavid thoughts?

[Calvin Value @CalvinValue]

From a friend who can’t reply to your post:

Been a leasing agent for 6 years. Rented for a 5,000+ door developer.
These guys spend millions on marketing to generate leads. Know where those leads end up? A shared inbox. Half the time nobody even answers.
40% of leads go unanswered or get fumbled. Units sit vacant. It's not a demand problem — demand is there. Leasing agents just don't have the bandwidth to follow up properly.
So I'm building the tool I wished I had. AI-powered leasing agent that handles lead response, follow-up, booking — the entire top of funnel — so nothing falls through the cracks. And because it touches every conversation, it feeds back real intelligence to landlords. What are leads asking for? What's turning them off? What price points are they pushing back on? Stuff that used to live in a leasing agent's head and never made it into a report.
But here's where it gets interesting. You get enough landlords on the platform, now you're sitting on real inventory-level data. Unit pricing, availability, absorption rates — stuff nobody has at scale right now.
That data becomes the moat. You can build a market pricing tool off it. Or better yet — a full rental marketplace. Think MLS but for purpose-built rentals.
Start with the CRM. Win with the data.

[Calvin Value @CalvinValue]

@catehall Unrelated, but I am excited to read your book. Your “How to be more agentic” article was inspiring

[Calvin Value @CalvinValue]

@hkuppy Wishful thinking?

[PEoperator⚡️ @PEoperator]

Imagine in the next 90 days:
- Iran conflict ends
- CLARITY act passes
- Peptides legalized
- DHS funded
- Ukraine/Russia conflict ends
- Fed cuts rates

What do the markets look like after that?

[Calvin Value @CalvinValue]

@alexbossert @KCapMngmnt He assumes 5% cap rate. I don’t know enough to feel confident in that assumption. Do you? Is it directionally right, or could it be 7-8-9-10%? Do we have comps? (Forgive my ignorance)

[Calvin Value @CalvinValue]

@eshear Can you please elaborate?

[Calvin Value @CalvinValue]

@GSRevelator @vanckzhu @InvestSpecial How about $2.30? :)

[Calvin Value @CalvinValue]

@PEoperator Nice thread. Henry Mintzberg on the same point:

[Calvin Value @CalvinValue]

@TihoBrkan Value has underperformed? You’ve got to consider a longer time series…

[Calvin Value @CalvinValue]

@compoundpapi @DiversityCopOut What about numerator? Net income? EBIT?

[Calvin Value @CalvinValue]

@CapitalShipyard Reckon you can very easily build a tool that does this for you reliably on Claude code

[Calvin Value @CalvinValue]

@Ashwinreads Apologies for being late to the party, but have you written about this specific idea in detail somewhere? Can you point me to where if so?

[Calvin Value @CalvinValue]

@PEoperator Can you tell us how you’re using it and what you’re doing with it?

[Calvin Value @CalvinValue]

@InvestSpecial .@alexbossert thoughts?