Doug Morrison

[Doug Morrison @dlxlmorrison1]

@baroninvestment Still in this? Seems like divestment news coming in ~Oct

[Doug Morrison @dlxlmorrison1]

@Taintslapp12283 Hmmmm

[Doug Morrison @dlxlmorrison1]

@TansuYegen @dangcody

[Doug Morrison @dlxlmorrison1]

@TheSun @dangcody

[Doug Morrison @dlxlmorrison1]

@LogicalThesis would be interested to know your % time split between covering existing names (35), new idea generation, and general market upkeep

[Doug Morrison @dlxlmorrison1]

@KylePorterNS @dangcody @Roryarsenal @zestyproduce

[Doug Morrison @dlxlmorrison1]

@Riley_Gaines_ @AnonFIR @jvtentertains @Outkick @dangcody @Roryarsenal

[Doug Morrison @dlxlmorrison1]

@SW_Help Are there no trains running between Waterloo and Winchester tomorrow?

[Doug Morrison @dlxlmorrison1]

@INVESTMENTSHULK @dangcody @Roryarsenal @zestyproduce

[Doug Morrison @dlxlmorrison1]

Selling 2 tickets to Man U v Dortmund in Las Vegas

[Doug Morrison @dlxlmorrison1]

@JayaBajpai17 Is there not an argument that with Freeport back online and exports ramping, the current surplus looks ok. Not sure the market thinks like that though

[Doug Morrison @dlxlmorrison1]

@JayaBajpai17 How do you feel about that level?

[Doug Morrison @dlxlmorrison1]

@CornellNFL @dangcody @Roryarsenal this guy will never retire

[Doug Morrison @dlxlmorrison1]

@thoughtfulbae @dangcody

[Doug Morrison @dlxlmorrison1]

@Benjami76085510 @ppgosavi @ManiPalaniappa1 @mallik70 @shankarh1020 @DatadoorIO @BahamaBen9 Let's wait for Q3 guidance. Will go round in circles till then. I believe they behaved conservatively at the right time (and over-benefitted from HPA), but we need H2 to really see how their pricing holds up

[Doug Morrison @dlxlmorrison1]

@Benjami76085510 @ppgosavi @ManiPalaniappa1 @mallik70 @shankarh1020 @DatadoorIO @BahamaBen9 They've been lowering offers since last year with no impact to conversion, but agree the tone has shifted. If I was looking to move home in a weak market I would value a speedy sell at a slightly reduced price

[Doug Morrison @dlxlmorrison1]

@ppgosavi @ManiPalaniappa1 @mallik70 @shankarh1020 @DatadoorIO @BahamaBen9 @Opendoor Look at historical seller conversion. Has remained relatively stable at 35%. Obviously not every Opendoor offer will convert but I'd expect that number to rise as sellers increasingly value certainty in this market

[Doug Morrison @dlxlmorrison1]

@profgalloway Average food for high prices and suspect crowd - don’t get this place at all

[Doug Morrison @dlxlmorrison1]

@EmmanuelAcho @KojoFF

[Doug Morrison @dlxlmorrison1]

@WelBeast @KojoFF