@Rekt_Migos@ericjackson Eh I’d say it’s 50 / 50 management and macro.
When you’re sitting on an asset base of $3.5bn of US single family homes and the liquidity injection comes $open equity will moon even if management isn’t the best but imagine it with solid management
Let’s share our thesis & research for $open here!
I’ve been building up a position in this the last few months and wanted to get a community together!!