Atomic Developers

Building things from first principles | Author of "The Art of Deal Structuring":

[Atomic Developers @dr_k2022]

@seandsweeney Now there are AI founders raising millions in minutes. There is so much money sloshing around that each year comes with another flavor of madness.

[Atomic Developers @dr_k2022]

@fortworthchris As a lender I liked this podcast. Borrowers understanding the terms is great for everyone involved. And I also appreciated the discussion of how a borrower can fix the situation. Will do research on Shlomo's work!

[Atomic Developers @dr_k2022]

New article on my Substack this Friday. Subscribe if you don't want to miss it.
https://t.co/L6M8tMu5MP

[Atomic Developers @dr_k2022]

@realEstateTrent What do you think about QSR cap rates? I know it takes longer for them to adjust compared to other CRE, but eventually they should expand, too. Right?

[Atomic Developers @dr_k2022]

@BobKnakal Well said. The last time I had a completed to-do list was in 2010 😆

[Atomic Developers @dr_k2022]

@MrFamilyOffice No mining and no gold... Interesting.

[Atomic Developers @dr_k2022]

@char_Biello @BowTiedBull Why is it good to be a bank?

[Atomic Developers @dr_k2022]

@realEstateTrent Recency bias. I had the same reaction in 2023 when people in the industry told each other the rates will go down by the end of the year.

[Atomic Developers @dr_k2022]

@robbiehendricks My mailbox is flooded with messages like this from one multifamily syndicator, let's call him "Buck". The only reason I'm not unsubscribed is because Buck has led his LPs into a Ponzi scheme and I'm curious about his updates on the civil and criminal cases.

[Atomic Developers @dr_k2022]

@chasedownleads @BoringBiz_ I paid for your course and the only thing you taught me was to change the domain from .com to .ai - this alone changed the multiple from 3x to 7x. Your course is a bargain!

[Atomic Developers @dr_k2022]

@chriszat59 @BoringBiz_ Because by that time AGI will negotiate on your behalf

[Atomic Developers @dr_k2022]

@BoringBiz_ Have you seen real examples of completed flips like these?

[Atomic Developers @dr_k2022]

Passive income is sold as a solution to financial freedom.

But in reality, the set of truly passive assets is pretty narrow, and you need to accumulate a substantial amount of capital before the income becomes meaningful.

I wrote a Substack article to separate the reality from the myth—bringing together my thoughts and experience in an easy-to-understand overview.

Subscribe and share it with anyone interested in the topic.

https://t.co/a55lYZAKBg

[Atomic Developers @dr_k2022]

@AlexHormozi Ironically, big organizations can afford errors in contrast to small companies.

[Atomic Developers @dr_k2022]

@Mulkeen @vrexec Interestingly, it's named after the capital of Abkhazia

[Atomic Developers @dr_k2022]

You may need $1.2M before stock picking makes economic sense.

A $120/hour opportunity cost and a 12% required return push the break-even net worth to $1.2M, regardless of how many positions you own.

Want to see how the math works? Check my Substack article through the link below. It also explores a workaround for smaller portfolios.

https://t.co/HKrqvuMonE

[Atomic Developers @dr_k2022]

@vrexec Khinkali & chakapuli

[Atomic Developers @dr_k2022]

@BuySellBA 😆