German capitalist

Graduated in economics/finance📈
Football ⚽️ coach of 45 little devils
$OPEN long term investor 🚀

[German capitalist @HHGF99]

@BifurcationHQ @jasonlewris It's all year between 7% and 7.4%, just looking like normal seasonality.

[German capitalist @HHGF99]

$OPEN this is not good an drags the stock down even more...

[German capitalist @HHGF99]

@LorenzoBolsa Wenn man das die letzten 16 Jahre des Sozialismus zusammenrechnet kommt man ungefähr bei 0 raus. Grauenhaft null Entwicklung zu haben in solch einer langen Zeit.

[German capitalist @HHGF99]

@cem_oezdemir Wenn das Ergebnis andersrum wäre würdest du ganz anders reden du Heuchler.

[German capitalist @HHGF99]

@dew5901 ?

[German capitalist @HHGF99]

$OPEN Q4 rev we can track closely. But what about the margin? This will move the stock. I have a hard time to make a guess as the market got so much worse. We still have Kaz words that Q4 margin will be higher than Q3. But I really doubt it. What do you guys think we can expect?

[German capitalist @HHGF99]

@jeffye888 @Davo0820 @Aubermark @maelan_sdmr @ssj2abid @cubeqube @GMN_watch @MrNeverSell @scottfelsenthal @operdoor2 We can just hope for the weeks around midterms to bring more clarity for that than the $OPEN call itself. I have a feeling that something down there happens soon. Whatever it will be.

[German capitalist @HHGF99]

@jeffye888 @Davo0820 @Aubermark @maelan_sdmr @ssj2abid @cubeqube @GMN_watch @MrNeverSell @scottfelsenthal @operdoor2 Maybe you should return to the company 😝
Let's just hope changes really give a push as we're hovering around between 400-700 contracts for 8 months. This week and the week after it was the time when they started buying much more homes last year. Something to watch.

[German capitalist @HHGF99]

@jeffye888 @Davo0820 @Aubermark @maelan_sdmr @ssj2abid @cubeqube @GMN_watch @MrNeverSell @scottfelsenthal @operdoor2 Thanks Jeffrey. That confirms my expectations. I just hope we can put on the oven to buy much more homes soon as they need 6 months in avg to sell in order to keep the volume necessary for ANI profitability. I think we'd need 800-1000 contracts/week from now on to reach it.

[German capitalist @HHGF99]

@Davo0820 @jeffye888 @Aubermark @maelan_sdmr @ssj2abid @cubeqube @GMN_watch @MrNeverSell @scottfelsenthal @operdoor2 I don't think they wanna talk to us today 😝

[German capitalist @HHGF99]

@Davo0820 @jeffye888 @Aubermark @maelan_sdmr @ssj2abid @cubeqube @GMN_watch @MrNeverSell @scottfelsenthal @operdoor2 I know there's a wide possibility in terms of margin range, that's why I tried to tag the most data driven people in this post to maybe get a smaller range or better sense of what to expect with more opinions.

[German capitalist @HHGF99]

@Davo0820 @jeffye888 @Aubermark @maelan_sdmr @ssj2abid @cubeqube @GMN_watch @MrNeverSell @scottfelsenthal @operdoor2 It would be awesome if that's the case. As remember most of September homes count to Q4 already and both September and October were really awful in terms of macro.

[German capitalist @HHGF99]

If you would ask me I'd expect something around 2.5-3% as contribution margin in Q4. Could be right, could be far off. As we have mortgage drops now instead of price cuts.

[German capitalist @HHGF99]

@feralvro Wanna bet? If margin is 5.0 or higher you win. If it's lower i win.
You're mistaken with your assumptions. September homes are part of Q4 because of accounting. And in Q3 which includes homes from June to August, only the last 2 weeks of August were bad. In Q4 all weeks are bad.

[German capitalist @HHGF99]

@feralvro Of course. But explain me how in a way worse market environment in Q4 than we have over Q3, how should we reach a higher margin in that Quarter? We had price cuts and drops. Also drops drag down margin.

[German capitalist @HHGF99]

@feralvro In this macro environment as we just had a correction of the Q3 margin and have the drops now? Impossible.

[German capitalist @HHGF99]

@CaseySapp Which frequencies would be the most helpful for long covid with Lyme? As the 7.5Mhz were tested on Lyme bit didn't do anything.

[German capitalist @HHGF99]

@maelan_sdmr @pappygist You remember $OPEN fired all people in India? I smell some vendetta if you know what I mean ;)