Flat Forty Capital

@jasonc_nc Because everyone already moved to Florida during 2014-2024?

Florida had lower net domestic migration in 2025 than neighboring Alabama.

@compound248 @DvdndDiplomats That’s a relief it only 6X’d since I last looked at it

@DvdndDiplomats “Outside of ad revenue…”?

What is the investment thesis for META? Outside of ad revenue, why should we invest in $META over other tech stocks?

@rjimenez_cre How’d you injure it? This is my biggest fear someone else do it recently on here too @chandlerreed

Ruptured Achilles Surgery this past Monday, now back at the home gym Limited on the activities I can do for a while, so this will play a big role on keeping me sane

@fed_speak Need your list sir

Stella Artois is bad beer.

@PerrySolem I have to go to the bathroom just looking at this

we drove by one of these (a rare thing) and my wife really wanted to try it as she's picked up on some of the hype around it she had a few sips and said it's making her kind of sick and she's done

@GritGrowthCap @devahaz

Who could’ve seen it coming

@PerrySolem @SunbeltStrips Go on…

@SunbeltStrips SWFL FTW baby. i love this.

Costco paying $55M for 55 acres in Fort Myers at ~$1M/acre tells you everything you need to know about where institutional retail still sees long term value. Retailers are no longer just following rooftops. They’re pre-buying future trade areas before the next wave of density arrives.

@SpaceCoastCRE When it is <5 and you need to do a little quick walk/run 🥴

It doesn’t make sense but crossing the street is so embarrassing

@FintwitPeaked Happy Birthday!

Nothing better than sharing a birthday with the 🐐

@Eric_Erins Prob spending $28 on lunch also

People paying $2K+ a month on a one bedroom in Uptown. Why? Who are you?

@MaldenDriveCap @averagemoneymd

As time goes on, and perhaps expectations change and utility curve evolves, the more I believe that buying a sick house / home base and getting it fully paid off then doing whatever you want is the key.

@cashrulesNC Feel the same about the green Zelige tile bathrooms and painted under islands

I will never be on this green cabinet trend. Yet to see anything I’m amazed by and will look so dated soon

@SHistorians Reject Big Poly and embrace arnie-mcnair.com/password By @therealmcnair

The state of Florida is officially back to feeling like the surface of the sun. So I ask this question: What clothing brands do I need to wear to feel the most comfortable playing golf in say 95F and 85% humidity? I just bought three pairs of Redvanly shorts last night because they were so lightweight. What works best for you? #thanks

@brokencuffs @charliebilello Builders going crazy in Lakewood Ranch will be interesting to see

@Flat40Capital @charliebilello Near Sarasota

Florida Home Prices, % Below High (via Zillow)... Miami: -3% Orlando: -5% West Palm Beach: -5% Port Saint Lucie: -6% Tampa: -6% Jacksonville: -7% Fort Lauderdale: -7% Key West: -8% St Petersburg: -11% Naples: -12% Sarasota: -14% Fort Myers: -18% Cape Coral: -21%

@brokencuffs @charliebilello What part of Florida?

@charliebilello I caught this falling knife. I think we got a little bit more pain ahead though

@cashrulesNC Selling?! You’re employed.

My stock .portfolio is going crazy. Should sell a few thousand and take a vacay I think

@DadInvest Can’t do it together and work out a split between you and newish guy?

@jasonc_nc Prob too sleepy for recent grads. Seems more like a place you move after awhile.

While I have questions about ADP’s methodology vs other examples below I’ll note that California and North Carolina are the only states with 2 cities in the top 10 and in the latter you can actually buy a home in a few years if you stay. Also - Tampa over Raleigh? C’mon man.

@itswithinme_ Diluting the hell out of shareholders?

Most analysis you see in the finance world is just performative bullshit. You can make any assumption or project any capital stack to make a deal work, but none of that matters. All that matters is what actually ends up happening. More CEOs should take a page out of his book. Chad level capital formation strategy.

@jasonc_nc You joke but the Green man trickster is dangerous

Heading into the Asheville Autonomous Zone (AAZ). Wish me luck.