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Paul Essen
@paul_essen 4 years, 5 months ago 677 views

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21 stocks for 2021: Day 9 - Redfin $RDFN

The Bull Case: Redfin calls itself “A Technology-Powered Real Estate Company” whose mission is to “redefine real estate in the consumer’s favor”.
[1/9]

Bull Case Continued: They invented map-based real estate search and have the most visited brokerage website, which translates to low marketing costs. Redfin has a high net promoter score and better repeat business than their competitors.
[2/9]

Bull Case Continued: They have full time agents who are rewarded based on customer satisfaction instead of commission which means their incentives are better aligned with the customer.
[3/9]

Bull Case Continued: Redfin can claim to save customers money (reduced listing fees) and time (more on-time closings) along with offering a complete solution (brokerage, mortgage, title insurance).
[4/9]

Bull Case Continued: Redfin isn’t just an iBuying play. They are prepared for the future of real estate no matter what form it takes: Brokerage, Concierge, Now, Direct. Impressive leadership from CEO Glenn Kelman (CEO for 15+ years).
[5/9]

Bull Case Continued: Residential real estate is a huge and very fragmented market. They are increasing their market share but still only have roughly 1% of the market.
[6/9]

The Bear Case: Lots of strong competition in the space. $OPEN and $ZG are more committed to iBuying if that is the wave of the future. Redfin had to make some drastic moves earlier in the year in response to the pandemic in terms of raising money...
[7/9]

Bear Case Continued: furloughing workers, and shutting down their iBuying program. How would they weather a larger and longer down market in real estate? How do they increase margins when one of their main selling points is offering discounted commissions?
[8/9]

Bear Case Continued: Glassdoor ratings are mediocre and supposedly good agents can make more money working on commission instead of for Redfin.

What am I missing?
[9/9]

More from Trading

Jig's Patel
@jigspatel1988

Thread on Short straddle with adjustments:

Short straddle is non-directional strategy

Selling same strike price CALL/PUT option same underlying with same expiry.

Nifty Spot at 14353, So you can sell 14350 CE as well 14350 PE of 14 Jan. Expiry.

(1/n)

*RETWEET for max response

Bullish short straddle: Selling 14400 CE and 14400 PE of same expiry.

Bearish short straddle: Selling 14250 CE and 14250 PE of same expiry.

You can sell straddle as per your market view.

If you are natural view sell CE and PE at ATM strike.

(2/n)

Short straddle has limited profit potential (only premium) and unlimited risk without adjustment.

In Example, Short straddle of 14350, Breakeven is (14131.0-14569.0), need 1.7Lac Margin to sell straddle.
Maximum profit: 16k and Loss: Unlimited, Winning probability: 50%

(3/n)

If market staying near at 14350 then win. Probability increase slowly. Rewards also increase slowly.

Volatility(IV) is also play important role in selling straddle, Like If IV increase so straddle premium increase and IV cool off so premium casually comes down.

(4/n)

Short straddle adjustment:
https://t.co/59Lr64kEtK way to limit the overnight risk.
Convert short straddle in Ironfly, its nothing we have to add long strangle in short straddle it become Ironfly. It gives the good Risk Rewards.

(5/n)

Sajal Kapoor
@unseenvalue

On this auspicious day of #GuruPurnima, happy to share an easy to read and an exceptionally worthwhile investment. I plan to make a thread that will hopefully help us invest and live better. Thank you @awealthofcs 🙏🏻

Experience has taught me that less is always more when making investment decisions. Simplicity trumps complexity. Conventional gives you much better odds than exotic. A long-term process is more important than short-term outcomes.

And perspective goes much further than tactics. Tactics are useless to investors in a matter of days—sometimes in a matter of hours. But perspective is something that stays with the investor for a lifetime. It allows you to adapt to the changing market and economic landscape.

While keeping it simple won’t make it any easier to predict the future—no one has a crystal ball—it can give you the necessary capacity to make rational decisions, no matter what happens next.

Perspective is so important because, without it, even the most intelligent of investors can be ruined from a lack of self-awareness in their own abilities. Investors that fail to put the news or market moves into the proper context....[1/2]

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Conservative Trader
@AnandableAnand

How to get rich trading (without getting lucky)

Complete beginner’s guide to wealth of Rs 10 Cr in 10 years

Step 1: start trading live

1/n

Nothing can substitute experience of live trading

No amount of back-test, studies or indicators can substitute training your mind with screen time

As a beginner, In live trading, you will make losses almost everyday

2/n

So here are the conditions which you can’t violate in first year
If you can’t follow these rules, this document is not for you

Start with trading capital of Rs 1 lakhs

Max loss per trade 0.25%, i.e. 250 Rs

Max loss for the day, 1%, i.e. Rs 1000

Max 6 trades in a day

3/n

I know, these conditions will cripple you in terms of what all you can trade and how

But just like any start up, trading is also about making it through initial gruelling constraints of life

You will also learn, how to turn these adverse rules to your advantage

4/n

Btw, you can sell directional banknifty options, obviously you can buy options, can do cash stock trading and much more under these conditions

Think about it, you will be do all kinds of instruments, just that PNL will not be roller coaster ride or exciting like a casino

5/n

$Ray \U0001f981$

Ray 🦁
@RayTL_

10 truths I wish I knew when I started trading:

Trading always was, is, and will always be a game against yourself. Nobody can make it happen for you, and there’s nobody to beat.

Your only chance of winning is to practice being a better version of yourself today than you were yesterday.

/1

Traders waste so much energy lamenting on "I missed this" - if all that energy was spent on fixing a problem they just identified — many of them would be better off than they are today.

Be a good problem solver, not a complainer. That negative energy is no bueno.

/2

Performance is a byproduct of position sizing.

Position Sizing stems from conviction.

Conviction is built by doing deep dives and studying specific setups in the markets, especially ones that tap into its structural tendencies consistently.

/3

Have a few setups you know really really well.

I have hundreds of examples on each, done deep dives & can trade them when I see them instinctively.

You have to know exactly what ur looking for…so u can repeatedly execute those setups & make them sources of income.

/4

Aditya Trivedi
@itsAdityaT

This is the most important concept which made me great money in 2022.

This is the skill which is GUARANTEED to make you a better trader

Banknifty moves in 2 phases.

1: Consolidation
2: Trends

An understanding of both of these phases will take your trading to the next level.

Let's start with consolidation phase

It looks like this when Banknifty is stuck inside a range.

This is phase when you shouldn't be taking directional trades.

As market is mostly choppy and is good for mean reversion scalpers.

An option seller can initiate neutral strategies under such an environment.

Trending phase will look something like this

The price action is quick and furious at this time.

As you can see after a consolidation there is a strong breakdown.

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Maurice Casey
@MauriceJCasey

I am reading through reams of late-1920s communist poetry and easily my favourite title so far is: "To a Lady who Rejected a Poem about Spring as a Petit-Bourgeois Deviation"

The last lines:
"So here's my hat into the air,
Three cheers for your amazing hair,
For coal mines, and for turbines, too,
For steel, the Comintern and you!"

A not exactly graceful (though possibly satirical) title: "Lines Disassociating Myself from Yessenin and Supporting the Otherwise Unfounded Legend that I am a Foremost Proletarian Writer"

An excerpt:
"Goodbye verses of Yessenin
Goodbye literary slop-
You are not the line of Lenin
You are not the line of WAPP

Never shall I moan a
simple lyric from the heart
I'll devote my new corona
to the proletarian art"

The poet was Joseph Freeman, who published much of his revolutionary verse in the New Masses, a stylish journal of the interwar American literary Left.

$Anu Satheesh \U0001f1ee\U0001f1f3$

Anu Satheesh 🇮🇳...
@AnuSatheesh5

Mangottu Bhagavathi Temple
#Palakkad #Kerala
#keralatemples 🚩

Mangottu Bhagavathi Temple is situated in Athipotta near Alathur of palakkad district. Devi is kshipraprasadi here and grants relief to those who worship with full faith.
Mookken Chathen, situated on the Northern 👇

side of the temple, is guarding Devi here.
Story says that, once there lived a weaver named Kuttan who was a Devi Bhaktan. During one festival time Kuttan was so pleased by the Devi Vigraham that he requested her to come along with him. At that time wind blew heavily and Cloths

in Vigraham flew. Kuttan immediately decorated Devi with his cloth which stuck to Vigraham and returned to his village and with his Umbrella. Devi came with him in that Umbrella and stayed in his place. This place is Mangottu Bhagavathi temple now.

Amme Narayana
🙏🕉🙏

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$Kestrel \u2664 lwj kin$

Kestrel ♤ lwj kin
@slutxian

MDZS is laden with buddhist references. As a South Asian person, and history buff, it is so interesting to see how Buddhism, which originated from India, migrated, flourished & changed in the context of China. Here's some research (🙏🏼 @starkjeon for CN insight + citations)

1. LWJ’s sword Bichen ‘is likely an abbreviation for the term 躲避红尘 (duǒ bì hóng chén), which can be translated as such: 躲避: shunning or hiding away from 红尘 (worldly affairs; which is a buddhist teaching.) (https://t.co/zF65W3roJe) (abbrev. TWX)

2. Sandu (三毒), Jiang Cheng’s sword, refers to the three poisons (triviṣa) in Buddhism; desire (kāma-taṇhā), delusion (bhava-taṇhā) and hatred (vibhava-taṇhā).

These 3 poisons represent the roots of craving (tanha) and are the cause of Dukkha (suffering, pain) and thus result in rebirth.

Interesting that MXTX used this name for one of the characters who suffers, arguably, the worst of these three emotions.

3. The Qian kun purse “乾坤袋 (qián kūn dài) – can be called “Heaven and Earth” Pouch. In Buddhism, Maitreya (मैत्रेय) owns this to store items. It was believed that there was a mythical space inside the bag that could absorb the world.” (TWX)

$\u09a8\u09bf\u09ac\u09c7\u09a6\u09bf\u09a4\u09be$

নিবেদিতা...
@NiveditaNarayan

Remembering the Bengali scientist Dr Subhash Mukhopadhyay- the Pioneer of IVF in India, the creator of India's first and world's second child using IVF on his birth anniversary. The Father of IVF in India who was rewarded with suicide was born on 16.01.1931in Hazaribagh.
#Thread

Dr. Subhash was the son of a doctor and studied at the National Medical College in Kolkata after completing his schooling. Fascinated by innovations in gynaecological surgery from his early days as a medical student, he completed his PhD in reproductive physiology +

from the University of Calcutta before going to the Edinburgh University in UK for a PhD in reproductive endocrinology. On his return to India in 1978, he started researching ovulation and spermatogenesis. Soon after, he teamed up with Sunit Mukherji, a cryobiologist +

and Saroj Kanti Bhattacharya, a gynaecologist, to work on a method of in-vitro fertilization for a patient (Bela Agarwal) with damaged fallopian tubes. +

Mukhopadhyay with a double PhDstarted work on IVF techniques in the mid 60s and created history by becoming the first physician in India and second in the world after British physicians Robert Edwards and Patrick Steptoe) to perform the In-vitro fertilisation. +

$k\u0101rthik \u0b95\u0bbe\u0bb0\u0bcd\u0ba4\u0bcd\u0ba4\u0bbf\u0b95\u0bcd \u0915\u093e\u0930\u094d\u0924\u093f\u0915 \U0001f1ee\U0001f1f3\U0001f1ee\U0001f1f3\U0001f1ee\U0001f1f3 | Sanatani$

kārthik கார்த்திக் कार...
@almightykarthik

Hello Dear Tweeples!

It’s Siddhars time of the week! Last week I shared story of Guru (Machamuni or Yogi Matsyendranath), this week I bring you information on his Shishya.

#Thread on Gorakanathar Siddhar.

@LostTemple7

His origin story is interesting, though I couldn’t verify it’s authenticity, so not sharing the story here. He’s shishya of Machamuni Siddhar and also learnt from Agasthiya Siddhar.

@HelloNNewman @RajiIndustani @Kishoreciyer1

Unlike other Siddhars, he is depicted as either with a Tiger or seated & wearing Tiger skin. While I couldn’t find any explanation for this. My interpretation is as follows:

Tiger is a predator that lurks around and attacks unexpectedly.

Our 5 indriyas and 5 vikitis also similar to Tiger, they lurk around and attacks our thoughts when we’re least expecting. Gorakkar is said to have mastered these aspects, thus to denote this, he shown with Tiger.

@Itishree001 @VarierSangitha @jananisampath

Gorakanathar or Gorakshnath (as he’s known in the Nath Sampraday) is celebrated Guru in both Northern and Southern part of India. He’s one of the NavNath in Nath Sampraday and also 18 Siddhars of Tamil tradition. During his life, he’s travelled Indian subcontinent extensively +

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