Stanley's avatar
$12.5m follower assets
Real Estate Summary for Week ending 6/24/22
Summary of my Real Estate activities for the past week.

M1 Finance - 5 buys this week.


Posted an gain this week on this REIT portfolio as 'Fat Cat Investing' is currently UP 6.26% for the week, but overall is still DOWN marginally 0.34% since inception.

Concreit - received my weekly dividend payment of $0.140366 on deposits of $111.60 (including new deposits and DRIP).

Both are a part of my ongoing "Real Estate Rumble"

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Yegor's avatar
$175.1m follower assets
What is your most controversial long for the next 5+ years?

No $FB or $BABA please
$URNM? As long as nuclear hits the news for the wrong reasons such as foreign policy I believe there will always be unease.
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Stanley's avatar
$12.5m follower assets
Real Estate Summary for Week ending 6/17/22
Summary of my Real Estate activities for the past week.

M1 Finance - 7 buys this week.


Posted an overall loss again this week on this REIT portfolio as 'Fat Cat Investing' is currently DOWN 5.08% for the week, but overall is UP marginally 0.80% since inception.

Concreit - received my weekly dividend payment of $0.1402 on deposits of $111.46 (including new deposits and DRIP).

Both are a part of my ongoing "Real Estate Rumble"

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Stanley's avatar
$12.5m follower assets
Latest addition to "Core Plus Portfolio" at Fundrise
Fundrise has acquired a 185-unit rental home community in North Las Vegas -- about 20 minutes from downtown Las Vegas and 30 minutes for the Las Vegas Strip.


Fundrise is a part of my ongoing "Real Estate Rumble"

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Portfolio update on my 4 largest positions:
  1. Semiconductor basket: Getting obliterated
  2. $GOOGL: Just called the technology hospice
  3. $AMZN: EMTs arrived at 4:30 the moment it stopped trading
  4. $FB: Grim Reaper and Hades have been fighting over the corpse for the past hour
Monthly $FB Alternative Data Post
Instagram CPMs (cost per thousand impressions) continues to rise. CPMs were just under
$12 in May/June which is the highest ever excluding holiday bumps. This is an
impressive feat in light of the macro and IDFA headwinds.

Instagram CPEs (Cost per engagement) remain near their lows over the past year. This suggests Instagram’s higher CPMs are due to increased efficiency. Instagram’s low CPEs also suggest CPMs should increase in the future as it is a leading indicator.

Facebook core CPMs look like they’re recovering, but they are still below 2021 numbers. Facebook investors should feel comforted that Facebook numbers have stabilized in light of the same headwinds Instagram has and the narrative of decreased popularity.

Facebook CPEs are in the ballpark of 2020 levels and are much lower than 2021 levels. This once again suggests that Facebook ads prices will increase as the efficiency is still high for advertisers.

Alternative data is known to be very finicky. I believe this dataset gives a good clue about where $FB CPMs and revenue are going, but it is
far from an exact science.

Link to my write up about the true value of Instagram is linked here.
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Stanley's avatar
$12.5m follower assets
Real Estate Summary for Week ending 6/10/22
Summary of my Real Estate activities for the week.

M1 Finance - 0 buys this week.

Posted a loss again this week on this REIT portfolio as 'Fat Cat Investing' is currently DOWN 3.11% for the week and DOWN 1.74% overall since inception.

Concreit - received my weekly dividend payment of $0.1294 on deposits of $111.32 (including new deposits and DRIP).

Both are a part of my ongoing "Real Estate Rumble"

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$FB will start trading as $META on Thursday.
Aside from the ticker symbol change, Meta is working hard on the transition to the metaverse. It will be interesting to see if it works out. On the plus side, with the Oculus, Meta has the best & most successful VR headset.
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Network Effect - The Desired Moat?
The network effect occurs when the value of a company's service increases as more people use the service. For example, millions of buyers and sellers on Mercado Libre give the company an advantage over other online marketplaces. The more sellers there are on $MELI, the more likely buyers are to find what they're looking for at a decent price. The more buyers there are, the easier it is to sell things.

According to a Morningstar Research, Network Effect is the rarest of the moats, but also companies with this moat have registered higher ROIC, ROE and Net Margin over time

Another companies with this moat could be $ABNB $AMZN $FB $V
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Network effect is what makes $BTC.X such a formidable beast that can't be stopped and one of the primary reasons I am bullish (over a 100 year time horizon LOL)
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