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@ChrisMMillas It's a great report and thesis. But revenue growth is single digits, with uncertainty whether that will change any time soon. Might be worth just waiting for a massive green candle up 30% one day, to make sure this story is actually happening. Looks like dead money until then.

@StockStock____ They’re a complete vertically integrated, infrastructure-agnostic automation and orchestration platform with vertical depth, horizontal reach and over 20 years of trust.

@ChrisMMillas Give me the TLDR version and I’ll read the whole thing

@StockStock____ I disagree. $PATH is uniquely positioned. I invite you to read this. x.com/chrismmillas/s…

@Urban_Immerser @clintonmead @Emilie_Dye @SydneyYIMBY It’s at this point that I must ask you… how many houses have you built? I think I know the answer. I think your theories come from academia and urbanist propaganda.

@StockStock____ @clintonmead @Emilie_Dye @SydneyYIMBY Just because no-one pays the asking price doesn't mean you are correct. Apartments without a car park are cheaper than apartments with. I can't believe there is any debate about this.

Check out my latest video for @SydneyYIMBY on parking minimums.

@Urban_Immerser @clintonmead @Emilie_Dye @SydneyYIMBY Not true The land price is the part of the equation that’s flexible. It can change. Nobody pays the asking price.

@StockStock____ @clintonmead @Emilie_Dye @SydneyYIMBY Yet the price of land won't rise to meet the margins of developers if there is sufficient supply. Also, developers base their calculations starting with the land price. The land price is not what's left over.

@michaelfrazis When your positions hit their profit targets, why do you not set a stop order or trailing stop order instead of selling immediately?

Pod up with Ellianna! We cover wartime markets, the winning and losing plays this year, why agents are making CPUs relevant again, data centre economics that don't add up, the custom chip threat to $NVDA, and Australia's obsession with real estate portals. Link below!

@Urban_Immerser @clintonmead @Emilie_Dye @SydneyYIMBY You’re not getting it. It’s all factored in before developers even buy the land. The price of land that developers pay will just rise to whatever price keeps their margins constant.

@StockStock____ @clintonmead @Emilie_Dye @SydneyYIMBY Nope. Substantially less materials required, shorter build time etc. etc

@clintonmead @Emilie_Dye @Urban_Immerser @SydneyYIMBY I could never be a libertarian housecat if it leads to absurdities like people being wealthy enough to own a house but still being enslaved to the state’s transportation systems. Sometimes you really do need to force markets to produce good things. Man’s natural state is entropy.

@StockStock____ @Emilie_Dye @Urban_Immerser @SydneyYIMBY If you're not a libertarian (which you clearly not) maybe stay away the Wizard of Oz strawmanning. I'd like everyone not to rely on the police for self defence, but I'm not going to propose forcing everyone to buy a gun.

@Urban_Immerser @clintonmead @Emilie_Dye @SydneyYIMBY Nope. The surplus will accrue to the landowner. The market will compete profit margin down to an acceptable level, ie the same as it is now. One input cost decreases, but the other increases. Nothing is gained but the opportunity for private assets is lost.

@StockStock____ @clintonmead @Emilie_Dye @SydneyYIMBY Except they will. Because apartments without car parks are already cheaper than those with.

@Urban_Immerser @clintonmead @Emilie_Dye @SydneyYIMBY Obviously there is less reliance on the state on the roads. The vehicle at least is privately owned.

@StockStock____ @clintonmead @Emilie_Dye @SydneyYIMBY As a Libertarian, surely they promote choice and not being forced to buy something. You are relying on the state for transportation, even if it's just the roads you drive on

@clintonmead @Emilie_Dye @Urban_Immerser @SydneyYIMBY Also, as a libertarian, you should not be supporting a policy that gives people the choice to rely upon the state for their transportation. Opportunities for dependency should be eliminated. You should support the promulgation of private vehicles and parking spaces.

WTF?! If you allow developers to build building without parking, you’ll have both buildings available with and without parking. If you force developers to provide parking, you’ll ONLY have buildings with parking. The latter axiomatically provides less choice for renters and buyers. You could make the dumb argument that every home should have 10 bedrooms because then people have the choice to use between 1 and 10, but that’s a idiotic choice because choices are about cost-benefit decisions and there’s no choice if the cost is forced. So if you’re forcing car spaces you’re denying choice not enabling it because you’re forcing the cost. Forcing the cost one way is effectively denying the choice.

@Emilie_Dye @Urban_Immerser @SydneyYIMBY Trying to change everyone’s minds on the issue and essentially repeal the “Medicare of parking” will stall the yimby cause’s hard earned momentum. Very few people want what you’re selling here.

@Emilie_Dye @Urban_Immerser @SydneyYIMBY The point is that I have no choice whether or not to pay in, because a critical mass of people have agreed that it is a social good worth forcing everyone to pay for. Clearly a critical mass of people also believes the same thing about car parking.

@Urban_Immerser @Bugs @Emilie_Dye @SydneyYIMBY What should be subsidised is good things like family formation, not nonsense like public transit

@StockStock____ @Bugs @Emilie_Dye @SydneyYIMBY Ah, so you are for pissing money up against the wall for your own desires and fantasies. Again, if there is demand, they will get built.

@Urban_Immerser @Emilie_Dye @SydneyYIMBY Nope I want Medicare repealed and public transport defunded. Doesn’t get much less socialist than that.

@StockStock____ @Emilie_Dye @SydneyYIMBY So you really are the socialist/communist in the room. Got it.

@Urban_Immerser @Emilie_Dye @SydneyYIMBY You like Medicare. I don’t. I like parking. You don’t. Not sure what point you’re making here.

@StockStock____ @Emilie_Dye @SydneyYIMBY You've got a bad memory. x.com/i/status/20453…

@Urban_Immerser @Bugs @Emilie_Dye @SydneyYIMBY Actually, YES, well, almost. I think at least 90% of new homes should have to have three or more bedrooms, and 80% four bedrooms. My vision of the future is nuclear families, not singles and childless couples. Small families are not good for anyone.

@StockStock____ @Bugs @Emilie_Dye @SydneyYIMBY Lol. Let's flip it. Are you suggesting every unit needs to have a minimum of 3 bedrooms because a family that needs 3 bedrooms may end up in the unit? Or is this different because you have a car so you demand everyone's house needs to accommodate your needs, not theirs.

@Urban_Immerser @Emilie_Dye @SydneyYIMBY You’re the one arguing for Medicare pal.

@StockStock____ @Emilie_Dye @SydneyYIMBY Also, still laughing at the person arguing for free stuff calling other people socialist/communist. 😂

@Bugs @Emilie_Dye @Urban_Immerser @SydneyYIMBY Over time, a certain type of person will move out and a certain type of person will move in. In other words, Radical social change. That goes well beyond yimby…. It’s just not a winning issue for you guys!!! Stick to the let’s build more houses and you will win!!!

@StockStock____ @Emilie_Dye @Urban_Immerser @SydneyYIMBY My Sydney neighbourhood has the solution: 1. No mandatory parking minimums for new buildings 2. On-street parking is metered/time-restricted 3. Residents of old buildings are eligible for parking permits 4. Residents of new buildings are not eligible for on-street parking permits