Sublime

$HHH announces $250m of sales at Ritz Carlton Woodlands... in just 1 week... Wealthy Americans have $$$ and want high quality housing in red states. Stock getting killed on move in yields. I'm adding here. Deep value for patient capital.

For curiosity's sake, I've decided to start tracking the performance of fintwit favorites (based on my feed experience) Here are 20 darlings that I will equally weigh at 5% and then check their performance over a one and three-year timeframe Feel free to give me some recommendations on how I... See more

ngl, I bought a 1% position in $SPHR at open today ($40.54 avg) Company market cap is half the construction cost, and they still own $300M of $MSGE they are liquidating. Seems like there is "this is crazy cool" upside, plus maybe a good ad/event business.