Passive Rent Seeking AH

Ppl treating $TSLA like it’s still an EV company are the same ones who thought Apple was an iPod company the first few yrs after it was introduced. Eventually humanoids (iPhone), energy (iPad), and robotaxis (services) are what the current stock is pricing in.

@LA_Multi_Fam Cap rates in the 5’s in this high rate high inflation environment while being handcuffed by regulation is LOL

$278 per foot 12 blocks to the beach 🤯

@scottndricks @SaraEisen Get back to us after finding out how “free” Chinese markets are

@SaraEisen come on Sara i thought we were capitalists! i thought we cheered free markets in this country guess not 😂

Canada is playing with fire. Canada’s auto sector is deeply integrated with the U.S. market and supply chain through the USMCA trade agreement. Cheaper Chinese EVs undercut American and Canadian production and product. This will no doubt create (more) friction and tension in US/Canada trade relationship, just as the USMCA is up for review starting July 1. Not to mention the cyber and security risks here for Canada

@CharleyXRP @SaraEisen Makes sense since Chinese usurped the Australian government and you’re as well. Good luck being a vassal of China

@SaraEisen This is our nice, polite way of telling Americans. We don't need you. We don't need Chevy. We don't need Ford and we don't need Chrysler. Keep your cars. Keep your shit. We can do it on our own. Australia did it We can do it too

@todd_ramos @bluedoor626 @Macsaucedoggo Yes but they’re not the single layer sheets which is the holy grail of grapheme usage

@bluedoor626 @carrymonkey @Macsaucedoggo Single layer, 99.8% carbon, 100% Sp2 bonded, Crystalline, turbostratic and fractal graphene

Kjirsten Breure at the Needham Investors conference: "It was made abundantly clear to us that we must make this a US company to participate in the Federal support we are anticipating" Apart from multiple confirmations from her that they have been working with the US Army & US Navy for 2 years this is pretty clear cut that they will be getting Federal grants from the US government, therefore all but confirming they are the company in mind for DARPAs recent RFI on graphene. This is the most important point in the entire presentation to me, and in my mind is as concrete as you can be without releasing an official news release. This alone, when confirmed officially by a news release will drive share price, i think by a factor of 10x. You can get no bigger validation than that of the US Government & US Army. $HG $HGAF

@JackMac Feel bad for the pitcher’s failing eyesight. Gonna really impact his career

Talking about dating online is whatever, but mentioning the guys name is lame. Guy went on a date, wanted to go home with her, she said no, and he went on with his life.

@TheStockHacker @AnythingArs_ Does Harlaand play defense? Who the eff cares about his defense he’d be a nightmare for opposing teams.

@AnythingArs_ No thank you! Just look at PSG flourishing without him. Aretat has a plan and structure of people who play for the team. KM plays for himself and has an ego. He won’t press and work hard. Only cares about offense and scoring goals. We can’t have passengers. He will ruin us…

Thierry Henry and Micah Richards on what would happen if Kylian Mbappé went to Arsenal: 🗣️ Micah Richards: Titi, I'm looking at the board, I'm looking at the team. and I'm telling you, there's one piece missing to make this unstoppable. Kylian Mbappé. He's the best in the world for me! Why haven't you picked up the phone, mate? He's your compatriot! You're the king of North London, tell him to come home to the Emirates!" 🗣️ Thierry Henry: Micah! do you think it's just one phone call? Like I just call him up and say: 'Bonjour Kylian, come to London, the weather's great'? 🗣️ Micah: But Thierry, imagine it! Gabriel Martinelli on the left, Ødegaard threading those killer passes, and Mbappé just. whoosh! Gone! He'd score fifty. You know it'd be perfect for the way Mikel plays. He's made for Arsenal! 🗣️ Thierry Henry: Listen, I've said it before and I'll say it again. When you have a player of that caliber, you don't even talk about "fitting in." He “is”the fit. The way he moves between the lines, that devastating pace at Arsenal, with the way we hold the ball now? It'd be chaotic for the defenders. 🗣️ Micah Richards: So you're agreeing? He's the chosen one? 🗣️ Thierry Henry: I'm agreeing. If you want to take that final step, if you want to dominate Europe... you need a player who can decide a match out of nothing. And Kylian? He doesn't just decide matches, Micah. He decides seasons.

@AnythingArs_ Oh please please please for the love of god can we get him?

@PriteshSMB Can you sell me $100 bills? I’ll give you $98 in cash for them today. Your size is my size.

You can walk into any Hilton in America, book $50,000 in suites on 0% business credit cards, and resell every single reservation for 85 to 95% of retail on Airbnb, Trivago, and Craigslist the same day. Cash in your bank account by Friday. This is how people convert 0% credit limits into liquid cash without Plastiq, without Melio, and without paying a 2.85% processing fee. The hotel accepts credit cards for bookings up to $50,000. No questions. You walk in, book 8 Presidential Suites at $2,499 each, and walk out with $19,992 on your Chase Ink Business Unlimited at 0% APR. List them on Airbnb as "Iconic Downtown Penthouse" at $2,199 each. They sell in 24 to 48 hours because unused Hilton rooms have the highest resale velocity of any travel product on earth. People buy them because they're getting a $300 discount on an experience that never goes on sale. $2,199 x 8 = $17,592 in Airbnb revenue Airbnb + Host fees (13%): -$2,287 Your net cash received: $15,305 You spent $19,992 on a credit card. You got $15,305 in cash. You "lost" $4,687" That's a terrible deal" No. You converted $19,992 in credit into $15,305 in LIQUID CASH at a cost of $4,687. That's a 23.5% conversion fee Plastiq charges 2.85% but has a $100K annual limit and many payees are restricted. Melio charges 2.85% but some payments take 5 to 7 days and large amounts trigger manual review. The hotel resale method has: No annual limit (book as much as they'll sell you) No payment restrictions (it's a walk-in booking) No manual review (it's a credit card transaction at the hotel) Cash in your bank within 3 to 5 days (Airbnb payouts are fast) And you can improve the conversion rate dramatically: Standard King rooms resell at 92 to 96% of retail (better than suites). A $1,199 luxury king room sells for $1,050 to $1,100 on Craiglist within 48 hours. That's only a 5 to 8% loss after fees Junior suites resell at 88 to 93% of retail Ocean view rooms resell at 85 to 90% 2nd Flr Walkups resell at 82 to 88% The optimal mix for maximum cash extraction: $30,000 in luxury king room units (25 rooms at $1,199): resell at $1,080 avg = $27,000 - 13% fees = $23,490 net. Loss: $6,510 (21.7%) $20,000 in Presidential Suite units (10 suites at $1,999): resell at $1,799 avg = $17,990 - 13% fees = $15,651 net. Loss: $4,349 (21.7%) Total credit card spend: $50,000 Total cash received: $39,141 Conversion rate: 78.3% Effective "fee": 21.7% "21.7% is way worse than Plastiq's 2.85%" Yes. If Plastiq works for your use case, use Plastiq. The hotel method is for when you need: More than $100K liquidated (Plastiq has limits) Cash in 3 days not 7 No paper trail linking credit cards to bank deposits through a payment processor (the cash appears as Airbnb revenue, not as a Plastiq transfer) Amounts above $25K per transaction (Melio flags large single payments) The people doing this at scale aren't converting $50K. They're converting $200K to $500K across multiple luxury hotels, OTAs, and traditional travel agents. At that volume they attain Airbnb Superhost status, which pushes the conversion rate to 82 to 85%. There's also the Sonder Retail Arbitrage version: book hotel stays at retail, sell on Sonder as a third-party seller, Sonder pays out every 2 weeks. The conversion rate is similar but Sonder's customer base is willing to pay closer to retail for the professional mgmt and peace of mind. An Indian uncle I know converts $80K to $100K per month from credit cards to cash using this exact method across luxury hotels, resorts, and major chains. His blended conversion rate after Airbnb fees and marketplace fees: 81%. He converts $100K in credit into $81K in cash every month $81K in cash from $100K in 0% credit. His "cost" of $19K per cycle is his equivalent of a processing fee. He treats it as a cost of capital. $19K to access $81K in free cash for 15 months = effective annualized cost of 18.6% "18.6% is expensive" Compared to what? An MCA (merchant cash advance) charges 40 to 150% effective APR A hard money loan charges 12 to 18% + 2 to 3 points A personal loan at 680 score charges 15 to 24% APR A credit card balance at standard APR: 24.99% 18.6% annualized for UNSECURED CASH with NO APPLICATION PROCESS, NO UNDERWRITING, and NO REPAYMENT SCHEDULE beyond minimums at 0% for 15 months is cheaper than almost every alternative source of liquid capital for someone without assets to collateralize And the credit card rewards on $100K in hotel bookings: roughly $2,000 to $3,000 in points. That drops the effective cost to 15.6 to 16.6% btw the IRS doesn't track retail bookings on credit cards. The purchase shows up as "AIRBNB UHD8ZQ" on your credit card statement. The Airbnb revenue shows up as income from your Airbnb host account. If your LLC is the Airbnb host, the booking is a "business travel expense" and the revenue is "product sales." The accounting is clean this is the emergency version of the liquidation play. when you need cash in 72 hours, can't wait for Plastiq, and need more than $25K. you walk into the hotel, book everything they'll sell you, walk out, list it on Airbnb, and have cash in your bank by Friday. the most liquid asset in America isn't gold or bitcoin. it's a fresh Hilton reservation lmfaooo (we get 700+ score business owners $100K-$250K in 0% business funding. how you liquidate is your business. we build the capital stack. link in bio)

@SpaceCoastCRE @ThinkAppraiser Which asset class in CRE?

My CRE market projections: Survived '25 Fix it in '26 '27 is heaven Can't wait for '28 Feeling fine in '29 30, flirty and thriving

@bluedoor626 @Macsaucedoggo Have they solved the single layer graphene manufacturing problem? If so that’s the company I want to be limit long in

@Macsaucedoggo RFI is for continuous graphene sheets not the Hydrograph powder. $HGRAF might be the ingredient provider but I’d be surprised to see them be the primary responder.

@ThinkAppraiser Send some our way!

“He just tied all his money up in a 4plex development deal, send him 5 of the fattest margin flips he’s ever seen in his life”

@hochalicious The 2 worst overpaid “superstars” to build a championship team around. Honestly

I want to cheer for Machado and Tatis badly but honestly way they both have started the season, as a die hard fan, starting to resent them for their big contracts. Keep thinking they'll snap out of it but not happening. Have to wonder what the fuck is going on behind the scenes.

@HighyieldHarry The guy that comes in 30mins before last call to flex and pay for everyone’s tab

I like how Bill Ackman's whole thing now is just buying Mag 7 names that have traded off.

@Polymarket Lol gigantic grifting boondoggle. Some “consultant” somewhere related to a govt official is getting millions to “explore”this

JUST IN: California is reportedly exploring high-speed buses capable of traveling up to 140 mph on freeways.

@TalkinBaseball_ Honestly baffling they keep him out there. Slow ass molasses

JUNG HOO LEE INSIDE THE PARK HOME RUN TO TIE THE GAME

@4TheArsenal_ Henry

You get to bring one of these back for the final… Who you picking?

@NotoriousAirbnb Been closed for years.

China Cafe appears to have closed in 2024. It's 2000ft from the beach in Del Mar, CA. A derelict property on some of the most valuable real estate in the world. Maybe property taxes aren't HIGH ENOUGH?

@FromValue Rklb

This is my best stock ever.😀 Really, no irony. Can you guess which one it is?

@FromValue Asts

@SaraEisen You mean the 41yr high inflation he caused?

Jay Powell’s last day as Chair is tomorrow, wrapping up 8 years of leading the Federal Reserve. His legacy: a champion for Fed independence, saving the world economy from a deep depression during the COVID shutdown, and fighting 41-year high inflation without wrecking the economy or jobs, achieving the rare soft landing.