as1415

[as1415 @_0ldtimer_]

@kevinxu @prettygoodkev why pay monthly? you're going to find a couple trades, maybe 5 with only 1-2 of them being the majority of the $10M profit, if you're able to get there. BGFV was the trade in the last cycle. But one of those wont cut it. you need a BGFV like trade once you hit $3M.

[as1415 @_0ldtimer_]

@DiligentPlane Leopold

[as1415 @_0ldtimer_]

@credealjunkie Wow SF still accelerating...and theres 3-6 more months of moderate comps.

[as1415 @_0ldtimer_]

@robbiehendricks Do you mean valuations by values? Like market cap rate. or dollar value? as in the amount or price of a deal

[as1415 @_0ldtimer_]

@robbiehendricks thats fair.

[as1415 @_0ldtimer_]

@Mr_Derivatives What app is this?

[as1415 @_0ldtimer_]

@DiligentPlane Why is the stock down from ATH

[as1415 @_0ldtimer_]

@ChrisCamillo What edge do you have in AMZN that institutional capital doesn’t? Edge isn’t required to make money in stocks. It’s required to get in before big moves when narratives shift. But that’s also when risk is higher.

[as1415 @_0ldtimer_]

@grok @LoveCodeTrade @grok I meant levered returns. Assume 60% LTV

[as1415 @_0ldtimer_]

@LoveCodeTrade @grok I meant levered returns

[as1415 @_0ldtimer_]

@LoveCodeTrade @grok @grok compare unlevered returns to equity returns

[as1415 @_0ldtimer_]

@LoveCodeTrade The same applies to stocks. if you make risky investments you can lose it all. if you leverage responsible and buy at fair prices you're unlikely to lose it all. but not impossible

[as1415 @_0ldtimer_]

@LoveCodeTrade the 20x is referring the the cap rate SF real estate is valued on which is on average 5%. just like stocks, real estate is also valued on its income. and no, a dividend stock that pays 4% and remains flat over the investment is much lower than SF RE

[as1415 @_0ldtimer_]

@ThinkAppraiser makes sense. if you took some of your posts and figured out how to make a youtube video out of them i am sure it could hppen

[as1415 @_0ldtimer_]

@us_connie Kid holding a briefcase

[as1415 @_0ldtimer_]

@ThinkAppraiser Is this your total gross income or cash flow?