All the people hating at one point were wishing they could do what Brandon was doing four years ago. It takes courage and guts to go big and put it all on the line. And the risk is losing it all.
Every syndicator in the space has the same issue or will in the next 6 months.
Agreed with Cole on Brandon, if anything, is too nice and generous to a fault.
Berkshire Hathaway just agreed to buy AZ-based Taylor Morrison (#6 U.S. builder) for $8.5B
Acquisition includes control of ~76k lots, ~36.7k owned
When the worldโs most famous value investor is effectively buying tens of thousands of lots (+๐ biz)โฆ tough to be bearish on land.
@coleruudjohnson We're in the process of training our acquisition manager now. It's challenging. I'm going to train Claude at the same time.
Did you use Chat? or Code?
@coleruudjohnson I'm gonna join this with my answer and get everything set up. We've been really impressed with what Ai can do as well. If we could get these hot leads and then have Easy Button dial them for us, that would be awesome.
Let's unpack this..
What if the White House has no intention of reopening the Strait of Hormuz?
What if this war is really about ships & tariffs?
I had a long discussion with senior DOE official yesterday on background. I canโt share any details but itโs clear everyoneโs Strait of Hormuz calculus is wrong.
We need to go back to the drawing boards.
That's it. That's the tweet. Now a hypothetical ๐งต with my personal thoughts.
Why are you selling is more important than anything. Youโre getting divorced and court ordered you to sell the house. Your accepted a new job out of state and moving by wifeโs family. She is pregnant and wants to buy a new house but you need to sell this one.
Why trumps everything. Good questions get you what you need.
Listed and sold over 1,000 houses.