Jon Treon

Real estate broker & investor.

[Jon Treon @jontreon]

@kurtblast Over 2 billion in SBC last 12 months. Why buy?

[Jon Treon @jontreon]

@realroseceline @jboutelle @grok If this does't do it for you you're hopeless:

[Jon Treon @jontreon]

@realroseceline @jboutelle This is incorrect. If free cash flow per shares grows at 10% and the multiple stays constant your expected return is 10%.

[Jon Treon @jontreon]

@calvinfroedge As attractive as some of these yields and valuations are it's hard to wrap my head around the debt levels.

[Jon Treon @jontreon]

@jcvolt @pelositracker @JamesOKeefeIII "Trump has stated that the plane will be transferred to his presidential library after he leaves office in 2029."

[Jon Treon @jontreon]

@leevalueroach Constellation Software’s common shares. These shares are held in escrow for four years so that executives’ wealth is also inextricably tied to shareholders.

[Jon Treon @jontreon]

@leevalueroach "Constellation Software (TSE: CSU) has a great compensation structure for executives that avoids this conflict. It does not provide traditional stock-based compensation. But to align leaders with shareholders, executives need to invest 75% of their bonus into

[Jon Treon @jontreon]

@leevalueroach @hillsidecptl Excellent balance sheet, Zero SBC

[Jon Treon @jontreon]

@leevalueroach Office REIT's can and probably will get a lot lower.

[Jon Treon @jontreon]

@leevalueroach Quite a bit of SBC with Veeva though.

[Jon Treon @jontreon]

@SenMarkey https://t.co/6dPBjcJ4d4

[Jon Treon @jontreon]

@PaulKel79325304 I have owned since Dec. 1 and have seen nothing yet.

[Jon Treon @jontreon]

@fiscal_ai Stock based comp has risen dramatically the past 4 years.

[Jon Treon @jontreon]

@SpeakerJohnson

[Jon Treon @jontreon]

@Greenbackd But the negative free cashflow for Oracle is attractive.

[Jon Treon @jontreon]

@marketplunger1 $UNTC, $EC, $PBRA

[Jon Treon @jontreon]

@realDonaldTrump 25th Amendment awaits you.

[Jon Treon @jontreon]

@IBuyCheapNPray I always find it easier to decide when to buy then when to sell..

[Jon Treon @jontreon]

@IBuyCheapNPray Great post! What is your sell approach?