Triple Net Investor

Warren Buffett thoughtfully explains why investing in stocks/equities is better than real estate, during Berkshire's latest annual meeting: "In respect to real estate, it's so much harder than stocks in terms of negotiation of deals, time spent, the involvement of multiple…

Teledoc $TDOC might be positioned for a big Carvana $CVNA style turnaround -$1.5B market cap -Px near all time low -Low 0.5x P/S (8-9x median) -Former retail darling -FCF + in 24 -Overlooked AI play -Heavily shorted -Andrew Left/Citron is bullish Asymmetric risk/reward here

European 'luxury' cars are massively overrated: -Big premium paid $ -Rapid depreciation -Crazy maintenance costs -Expensive insurance -Starts falling apart at 60k mi Brands like Lexus, Toyota and Honda deliver comfort, quality & reliability - for way less What am I missing?

What is one stock or asset that you genuinely think could 5-10x over the next 2-3 years? Lets hear it.

The cringiest and most unnecessary flexes: - Bragging about their kids... to random strangers - “I went to [elite university]” in every convo - “My ex was a [high status job]" - Driving a supercar / revving in traffic - Giant luxury branded logos - Sharing biz/1st class pics w/…

What's one book/novel you think everyone should read? One that truly had a big impact on your life or career.

An In-N-Out leased property in the SF Bay Area just hit the market Asking: $6.15 million Cap Rate: 3.25% 20 yr NNN ground lease (no landlord responsibilities) 10% escalations every 5 yrs 10Y treasury yield: ~4.3% Thoughts?

Carvana stock is now up ~10,000% since hitting its all time low of $3.55 in Dec 2022 It's 100x'd in ~2.5 yrs They sell used cars from vending machines... This is one of quickest and most insane turnaround stories in market history

You get to choose the next President of the USA - who are you picking and why? Can be anyone - politician, business person, athlete, celebrity. Anyone.