Sublime
An inspiration engine for ideas
This is a MUST WATCH clip of Barry Sternlicht speaking at a conference yesterday about the state of the real estate market. Here are the key points:
-Thinks "RATES WILL COME DOWN B/C THEY'LL HAVE TO COME DOWN"
-"The Fed is going to have to relent b/c they have no choice... none of the Western democracies... See more
Triple Net Investorx.comWho are the next most likely market segments to adopt? Do they feel the same sense of urgency? What market situations are necessary for them to act?
Martina Lauchengco • Loved: How to Rethink Marketing for Tech Products (Silicon Valley Product Group)
Alex Danco: Funding the Future - David Perell
perell.comThe issue, and opportunity, here is that the cost to build a new building is significantly higher today than it was in 2015. Take apartments – costs are up ~30% since just precovid, and more like ~70% or higher since 2015. Now – prices vary significantly across markets, and the major urban market’s underperformance is pulling these averages down
... See more
Mark Mahaney has covered Internet stocks on Wall Street since 1998.
He is in the top 1% of all professional analysts, w/ an avg annual return of 26.9%.
In his book, Nothing But Net, he shares these 10 tech investment lessons he's learned after 25 years of making calls.... See more
Mark Dziak
@afrod
Margaux
@margaux
Someone remind me to write a pitch for Roche Bobois, not only do I like their designs, but the rich young-ish NYC interior designers suck them up like it is the pinnacle of design. The company is small, agile, and the design trend is catching on. Management knows how to execute. https://t.co/jbC12e6hzq
How do you feel about this. All sides, all opinions welcome.. https://t.co/vmEIllU3uI
Marcus Lemonisx.com