atbed

Haha

Reshoring also seems like a potential positive for many of these places, or at least not a negative any longer. It was positive for the first time in the last 20-30 years. If taxes get cut, maybe this picks up steam. Continued wage inflation in places like China will certainly help Some of my peer group has moved out of NYC. Not everyone is against it. I think migration trends reflect this. If it weren't for births and foreign migration, I believe the population in the tri-state area would be down due to adults leaving it.

ViaSat 2 launched today

If you haven't read the books below already, I think they provide a good primer into the industry: https://www.amazon.com/Real-Estate-Game-Intelligent-Decisionmaking/dp/068485550X https://www.amazon.com/Timing-Real-Estate-Market-Sell/dp/0071421955 If you are interested, I can recommend a good textbook as well. I've heard you want to start small, because projects take longer and everything costs more than expected. GL

http://www.tunawish.com/heinlein-musk.jpg haha, I remember loving books like this friggin ironman

I am dreaming, but if we can pull enough models together, we can challenge Canalyst one day. Here's a partial list of mine: CMG YUMC JMBA FRSH PZZA HTHT WINA PLNT ORBC VSAT DLTR DG FB GOOG AMZN ADBE NFLX MA GM TSLA CPRT LKQ VLRS SAVE SEAS UA SAM HEI OZRK LC IBKR MKTX NICK PYPL RLGY BWLD KONA DTEA SHAK NDLS

Hey all, Most of us can't really call or email the sell-side and just request a financial model, so it is a long slog to build our own. I wanted to find out if there were other members of this board who use them but are in the same situation as me. Since I never introduced myself, this also seems like a good oppty to do so: I'm a former sell-sider who started his own business to manage money for others through SMAs. I invested for 8 years before the sell-side and didn't really on them before, but now consider them an essential tool. Anyway, I built over 50 models in the last 12 months for my own enjoyment. If anyone is interested in using this forum to swap models with each other or has general questions about them, I'm happy to talk.