Triple Net Investor

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Triple Net Investor

Triple Net Investor

@TripleNetInvest

Breaking down markets, stocks & real estate. Conversations w/ top investors & business leaders. Equity investor | RE entrepreneur | ex–IB

USA Katılım Aralık 2020
802 Takip Edilen119.1K Takipçiler
Triple Net Investor
Triple Net Investor@TripleNetInvest·
@amitisinvesting We have all kinds of data and warning signs out there but it’s human nature to ignore them when things are going up “Only when the tide goes out do you discover who's been swimming naked”
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amit
amit@amitisinvesting·
You know what I’ve started to really think about… In 2008, those that called the housing crisis had something that the entire stock market did not have: data around the housing crisis. Now, the data was available to the entire market, but only a few people chose to deeply study it and interpret what could happen. In today’s AI driven stock market, the only way for there to be a 2008 like crash is if there is something underneath the surface that the market is completely ignoring. That would have to be the smoking gun that someone finds out about and can then use to determine what would crash the entire rally. But…isn’t everyone already looking for that?! Like, aren’t people obsessed with trying to find out how the bubble pops? We have people daily dedicating every bit of their research to find out how this breaks. Every argument, whether it’s circular funding or capex slows down or higher inflation etc is theorized about daily. It’s almost like we have so many people afraid of the dot com bubble happening again that there is an OVER emphasis on all the things that can go wrong (which is healthy) and as a result, every massive bear case is already out there…already discovered…already priced in. Which means that if every market participant is analyzing every single thing that could go wrong, there is going to need to be a REALLY good and original bear argument for things to go bad. Everytime you hear a bear case, it should be more original and something you haven’t thought of because if not, it might have already been discovered and not actually be a bear case.
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Alyse Clark
Alyse Clark@Alyse__Clark·
Sometimes having a FA is just a flex, much like having the latest, most expensive iPhone. Some don't need it, but feel fancy if they have it. Some, though, would make terrible mistakes if they didn't have one. Just heard about a guy's multi-million dollar estate going to his ex-wife instead of his current wife of 25 years because he didn't understand how a will works.
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Wall St Engine
Wall St Engine@wallstengine·
Robinhood $HOOD says states and public-sector groups have approached the company about creating their own versions of “Trump accounts” for newborns. CFO Shiv Verma says the Treasury partnership has shown Robinhood can handle government-scale programs, and that existing child wealth-building initiatives often lack a strong product layer.
Wall St Engine tweet media
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Bobby
Bobby@stocksandbjj·
@TripleNetInvest What do you mean? $rddt is a Fintwit darling. Ur negative on stocks in general, if market crashes, this will dip huge
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amit
amit@amitisinvesting·
Put on your hoodies folks. Robinhood has been traded with $BTC all year. Today, the market is pricing in agentic finance + Trump Accounts + new PDT rules along with various other catalysts to begin the divergence from Bitcoin. First time seeing $90s in 4 months! $HOOD +7%
amit tweet media
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Louis
Louis@LouisOrigny·
@TripleNetInvest This is why you pay him. To stop you or him from doing anything.
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Triple Net Investor
Triple Net Investor@TripleNetInvest·
@AFMBlog Fair point but this portfolio has been working for the longest time. I suppose don’t fix what’s not broken 🤷‍♂️
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JLP
JLP@AFMBlog·
@TripleNetInvest $VOO is already heavily weighted in those stocks. They better hope those beloved names never go down.
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Triple Net Investor
Triple Net Investor@TripleNetInvest·
@ZukoWick the bulk of his personal day to day work is finding/making investments
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Zuko Wick
Zuko Wick@ZukoWick·
@TripleNetInvest You know managing a family office is more than managing the stock portfolio right?
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Ryan Haggerty
Ryan Haggerty@RHMultifamily·
@TripleNetInvest Even when you've seen bubbles play out in history over and over and over, the idea of missing out if it's NOT a bubble is so terrifying that investors can't help but dabble (or gamble), I'd bet
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Chris Camillo
Chris Camillo@ChrisCamillo·
For Robinhood, Trump Accounts are less about near-term economics and more about company DNA. They race ahead, own the moment, and become the default platform before competitors even react. You’ll see this same playbook again. That’s why $HOOD will remain one of my largest longs.
Vlad Tenev@vladtenev

The official @TrumpAccounts app is available for download today, with a full rollout coming in the weeks ahead for everyone eligible who completes IRS Form 4547. The app is simple, intuitive, and educational, and was designed under the direction of the @USTreasury in close partnership with @ndstudio, @RobinhoodApp and @BNYglobal.

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Long Investor but not Bag Holder
Long Investor but not Bag Holder@PolyluminaMed·
@TripleNetInvest Ok… you and Buffett can sit on the sidelines in cash… I will be getting rich… we are in the 4th inning of a bull market that will run till 2032-2035… lol
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Triple Net Investor
Triple Net Investor@TripleNetInvest·
Signs we’re near the top: -US stocks ATH -Home prices cracking -Consumer spending/confidence = low -Inflation back in play -Mega cap companies & indices (Kospi) moving like meme stocks -Long pipeline of mega IPOs (SpaceX, OpenAI, Anthropic) -Record margin debt What am I missing?
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Max
Max@mxschumacher·
@TripleNetInvest - trouble in private equity land (borrowing money to buy levered companies at high valuations) - record call options volumes - circular deals in the AI complex - global shock of Hormuz closure being shrugged off
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Triple Net Investor
Triple Net Investor@TripleNetInvest·
@americanconsev People that shouldn’t be talking about stocks are giving me financial advice. It’s a telltale sign
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