CodyyyGardner Categories Trading
Part of "The Plan." Next : real estate prices fall.Citys devalued investors will snap up propertys.The investors buyingb& then flipping real estate will be the mayors of these cities.
— Artist@large (@Donnartforyou) December 30, 2020
2) "Opportunity zones" allow for mass investment moves from billionaire class without paying capital gains taxes.
The mass accumulation of wealth (multinationals) at the upper tier of Big Tech (technocrats) during COVID is approximately +40% since it began.
3) This shift of wealth from Main Street (COVID shutdowns and lock-downs) into the multinationals (tech, banks and massive corporations ie. Amazon etc.) means the extremely wealthy have access to trillion$ of new funds .
4) The billionaire class can move those funds without paying any capital gains if they shift them into "opportunity zones", this is part of the OZ program incitement.
5) The "opportunity zone" areas are (not coincidentally) the same areas where riots and civil unrest was taking place.
The Main Street retail centers that were shut down during the civil unrest then faced the (not coincidental) follow-up financial stress from the COVID impacts.
I asked this question last month and was surprised by the replies. Most of us are using some form of premium service whether that is research tools, stock picking or trading. In my first year, I've used many. /1
My initial💡was to learn quickly even it if didn't make sense in comparison to my investments or returns for a while. Knowing that I was always adding money and would eventually pare back whilst growing my investing account. I ruthlessly cut a service that I no longer use. /2
I believe you can certainly do it all for free. No question. But many people to go down a rabbit hole for a long time and back out the other side with that method. I wanted to circumvent that. I also do not just want to piggyback. I have to be learning the why and how. /3
So here is what I use on a daily or weekly basis both free & premium.
CML Pro 👑 - PAID (Invest)
By @OphirGottlieb. Top picks with brilliant research and CEO/CFO interviews. Provides clarity and perspective for investors. Long term mindset. @CMLviz https://t.co/NZOJ9k1vZG /4
Wallmine 📖 - FREE (Invest)
A fantastic free portfolio tracking tool. It's how I get most of the pie charts etc. I post. It also has a brilliant screener and SEC Filing Search. Premium Version available. I have no need for it. @wallminecom /5
Want to get SBA loans and special loan programs so you can buy real estate investments with only 5-10% down?
One word for you:
Don’t.
Here’s why
👇👇👇
Leverage can be a beautiful thing.
Appreciation takes over and all that value you bought with debt grows and you amplify your returns.
But there is another, darker side of debt.
Everybody I know loves LEVERAGE when it comes to real estate.
— Nick Huber (@sweatystartup) October 18, 2020
It\u2019s a beautiful and scary tool, kicking appreciation, depreciation, and cashflow into overdrive.
It amplifies everything. You can make a lot of money really fast and go broke in months.
Here\u2019s how it works\U0001f447\U0001f447\U0001f447
Values drop 5 or 10% and you’re underwater. You have zero equity or negative equity.
Ask the folks who were over-levered in 2007 what happened on 2011?
Real estate is a frothy space right now. Money flying everywhere and values higher than they’ve ever been.
Debt is cheaper and easier to get than ever.
Will it continue?
Probably.
Money could stay cheap for a long time. There is a ton of negative yielding debt abroad and liquidity ready to flood our market at the drop of a hat.
Rates will likely stay low. Gov will probably keep subsidizing these loans. You’ll probably be okay.
Would love to know about some of yours.
@saxena_puru @BrianFeroldi @GavinSBaker @7Innovator @dhaval_kotecha @Gautam__Baid @richard_chu97 @10kdiver @FromValue @investing_city
Below thread has the references to each of these 10 concepts.
Note : Many of these are my past Tweets related to these topics. Not trying to self promote them. Adding them only because they have the original links, added context and my highlights & fav pts.
Let's dive in. ⬇️⬇️
1⃣ Benjamin Graham's Mr. Market analogy.
An extremely useful concept, especially when
Market is panicking (& throwing out good Co's at bargain prices) & when
Market is too complacent (& awarding high valuations to hype and
Excellent compilation of quotes from Benjamin Graham's "The Intelligent Investor". \U0001f44f
— Ram Bhupatiraju (@RamBhupatiraju) May 25, 2020
cc: @dmuthuk @Gautam__Baidhttps://t.co/LNKNVXVj1b
2⃣ Philip Fisher's hyper-focus on growth stocks (written 60 years ago).
Very useful and mostly still applicable stuff on how to deeply analyze Growth Co's (except Stock based Compensation & Adjusted EBITDA of
Great summary of Philip Fisher's "Common Stocks and Uncommon Profits". It's no secret that this is one of THE BEST books for Individual investors but it's still enlightening to re-read the book or these summaries.\U0001f44d
— Ram Bhupatiraju (@RamBhupatiraju) June 4, 2020
cc:@saxena_puru @Gautam__Baid @dmuthukhttps://t.co/u16X3CKj8V
3⃣ Peter Lynch’s empowering writing on the edge of the individual investor when they invest in what they know (or can
Peter Lynch's "Use Your Edge" essay has some great lessons for individual investors. \U0001f44f
— Ram Bhupatiraju (@RamBhupatiraju) November 25, 2020
Solid advice at the end of the article (my fav points highlighted).\U0001f447https://t.co/nkUVDh0NVA pic.twitter.com/aQ1eFr2SGC