Project Duart
2 posts
@tradingrust @joinyellowbrick anytime. I'm a big fan of believing we can help each other out to make money.
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If your ideas are above $1B mkt cap and you outperform the S&P, you will make an ungodly amount of money with your blog
x.com/mr_neutral_man…
Mr Neutral Man aka "Howard Marks of REITs”@Mr_Neutral_Man
Nano Caps are great for selling newsletters, not so great if you're managing more than $3 million of AUM If your ideas are consistently above $1 bn of market cap and you can generate greater than 12% net You're probably skilled
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@cbruning2 How are you thinking about the Q2’25 one-time top line beat on go fwd. inc margins? Also, any thoughts on TKTT Q3 commentary here on softening N.A. exit demand?
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Just published my first research report on Substack! If anyone is looking for an under-the-radar play on the corporate office market, take a look at Interface $TILE.
open.substack.com/pub/concentrat…
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