d3r3k

God made Earth and Heaven.... China made everything else.

[d3r3k @DD3r3k]

@joecarlsonshow Oh you mean like regular glasses ?

[d3r3k @DD3r3k]

@BillAckman @atelicinvest

[d3r3k @DD3r3k]

@BillAckman It can be at 8-10% but if these companies think they are building god it doesn’t matter!

[d3r3k @DD3r3k]

@BillAckman This!!! And people here trolling me “better check those assumptions again” because last time they check rates impact all things 🤣🤣🤣🤣

[d3r3k @DD3r3k]

@DrewCohenMoney I find the stuff around OTA risk ridiculous quite frankly - imagine you work all year and the one vacation that you book with your family you decide to save 5 minutes to “muse book me a solid vacation with the fam” to take that risk is wild vs just diy

[d3r3k @DD3r3k]

@atelicinvest Very dangerous USA > better

[d3r3k @DD3r3k]

@atelicinvest @awealthofcs Yes boss, that’s why Capex stop when rates were at >5 ….. wait

[d3r3k @DD3r3k]

@atelicinvest @awealthofcs Because they are cash rich and they will spend even at 10% ie coreweave

[d3r3k @DD3r3k]

@borrowed_ideas If it was only this easy IRL! 🤣🤖🤣😬

[d3r3k @DD3r3k]

@borrowed_ideas lol is it bad if you already know which of these companies they are? At least some

[d3r3k @DD3r3k]

@ErnestWongBWM @k3ithmccullough - hasn’t the us always been consolidated? They can all win if travel continues to be decent growth like it has in last decade
- why wouldn’t it justify the rate? What would the hotel have to spend to generate the same incremental bookings independently?

[d3r3k @DD3r3k]

@InvestorMexican High leverage, and you have a market headwind with no construction build outs and higher wage inflation - operating de-leveraging in last 6 months and no activity improvement

[d3r3k @DD3r3k]

@scuttleblurb Great work 👍

[d3r3k @DD3r3k]

@joecarlsonshow @AndrewYang As with everyone - you obviously also have your inherent bias as well.

[d3r3k @DD3r3k]

@varunv_malhotra Interview someone not from CSU, someone say from like a Beacon software or chapters group … so many others trying to do same thing

[d3r3k @DD3r3k]

@varunv_malhotra I plan on holding it until I retire lol maybe 35 yrs. - I sold everything from my savings for it @ 2.5kcad and it’s just dropped

[d3r3k @DD3r3k]

@scuttleblurb Lmao 🤣 dw im a longtermer

[d3r3k @DD3r3k]

@scuttleblurb Awesome 😎

[d3r3k @DD3r3k]

@FundamentEdge At what point does it become none MNPI? I’m always curious about that like if you go interview an employee or customer …