Skip to content
By using Twitter’s services you agree to our Cookies Use. We and our partners operate globally and use cookies, including for analytics, personalisation, and ads.
  • Home Home Home, current page.
  • About

Saved searches

  • Remove
  • In this conversation
    Verified accountProtected Tweets @
Suggested users
  • Verified accountProtected Tweets @
  • Verified accountProtected Tweets @
  • Language: English
    • Bahasa Indonesia
    • Bahasa Melayu
    • Català
    • Čeština
    • Dansk
    • Deutsch
    • English UK
    • Español
    • Filipino
    • Français
    • Hrvatski
    • Italiano
    • Magyar
    • Nederlands
    • Norsk
    • Polski
    • Português
    • Română
    • Slovenčina
    • Suomi
    • Svenska
    • Tiếng Việt
    • Türkçe
    • Ελληνικά
    • Български език
    • Русский
    • Српски
    • Українська мова
    • עִבְרִית
    • العربية
    • فارسی
    • मराठी
    • हिन्दी
    • বাংলা
    • ગુજરાતી
    • தமிழ்
    • ಕನ್ನಡ
    • ภาษาไทย
    • 한국어
    • 日本語
    • 简体中文
    • 繁體中文
  • Have an account? Log in
    Have an account?
    · Forgot password?

    New to Twitter?
    Sign up
HideNotSlide's profile
Hide Not Slide
Hide Not Slide
Hide Not Slide
@HideNotSlide

Tweets

Hide Not Slide

@HideNotSlide

Helping investors become smarter & more informed about exchanges.

LOST IN THE CITADEL SECURITIES
joinfrontmonth.com
Joined December 2014

Tweets

  • © 2021 Twitter
  • About
  • Help Center
  • Terms
  • Privacy policy
  • Cookies
  • Ads info
Dismiss
Previous
Next

Go to a person's profile

Saved searches

  • Remove
  • In this conversation
    Verified accountProtected Tweets @
Suggested users
  • Verified accountProtected Tweets @
  • Verified accountProtected Tweets @

Promote this Tweet

Block

  • Tweet with a location

    You can add location information to your Tweets, such as your city or precise location, from the web and via third-party applications. You always have the option to delete your Tweet location history. Learn more

    Your lists

    Create a new list


    Under 100 characters, optional

    Privacy

    Copy link to Tweet

    Embed this Tweet

    Embed this Video

    Add this Tweet to your website by copying the code below. Learn more

    Add this video to your website by copying the code below. Learn more

    Hmm, there was a problem reaching the server.

    By embedding Twitter content in your website or app, you are agreeing to the Twitter Developer Agreement and Developer Policy.

    Preview

    Why you're seeing this ad

    Log in to Twitter

    · Forgot password?
    Don't have an account? Sign up »

    Sign up for Twitter

    Not on Twitter? Sign up, tune into the things you care about, and get updates as they happen.

    Sign up
    Have an account? Log in »

    Two-way (sending and receiving) short codes:

    Country Code For customers of
    United States 40404 (any)
    Canada 21212 (any)
    United Kingdom 86444 Vodafone, Orange, 3, O2
    Brazil 40404 Nextel, TIM
    Haiti 40404 Digicel, Voila
    Ireland 51210 Vodafone, O2
    India 53000 Bharti Airtel, Videocon, Reliance
    Indonesia 89887 AXIS, 3, Telkomsel, Indosat, XL Axiata
    Italy 4880804 Wind
    3424486444 Vodafone
    » See SMS short codes for other countries

    Confirmation

     

    Welcome home!

    This timeline is where you’ll spend most of your time, getting instant updates about what matters to you.

    Tweets not working for you?

    Hover over the profile pic and click the Following button to unfollow any account.

    Say a lot with a little

    When you see a Tweet you love, tap the heart — it lets the person who wrote it know you shared the love.

    Spread the word

    The fastest way to share someone else’s Tweet with your followers is with a Retweet. Tap the icon to send it instantly.

    Join the conversation

    Add your thoughts about any Tweet with a Reply. Find a topic you’re passionate about, and jump right in.

    Learn the latest

    Get instant insight into what people are talking about now.

    Get more of what you love

    Follow more accounts to get instant updates about topics you care about.

    Find what's happening

    See the latest conversations about any topic instantly.

    Never miss a Moment

    Catch up instantly on the best stories happening as they unfold.

    1. Matthew Cochrane‏ @Matt_Cochrane7 Aug 6

      1/ $Z and $RDFN turned in really solid quarters and get lots of attention for working to digitally transform the RE industry. But virtually no attention is given to $ICE, w/its Mortgage Technology segment growing ~30% YOY and an increasing part of its business.pic.twitter.com/0ULt3kE4kr

      3 replies 2 retweets 41 likes
      Show this thread
    2. Matthew Cochrane‏ @Matt_Cochrane7 Aug 6

      2/ $ICE has assembled some nice (and complementary) digital RE properties. MERS - Mortgage Electronic Registry System Simplifile - electronic mortgage settling/closing network Ellie Mae - provider of Encompass, cloud-based platform that automates mortgage origination processpic.twitter.com/PwS1R5nwkH

      2 replies 0 retweets 4 likes
      Show this thread
    3. Matthew Cochrane‏ @Matt_Cochrane7 Aug 6

      3/ By combining these digital entities, $ICE mgmt believes it can reduce time and save significant money on residential home sales closingspic.twitter.com/TIP0tqaoEy

      1 reply 0 retweets 7 likes
      Show this thread
    4. Matthew Cochrane‏ @Matt_Cochrane7 Aug 6

      4/ I get that $ICE is far from a pure-play, but I think its Mortgage Technology segment is mostly overlooked by Wall St. Love its strategy of combining these assets to equip traditional mortgage brokers w/ digital tools.

      2 replies 1 retweet 8 likes
      Show this thread
    5. Hide Not Slide‏ @HideNotSlide Aug 6
      Replying to @Matt_Cochrane7

      I agree with your points & am long $ICE but the exchange paid top $ for these assets & has to outperform expectations for market to be happy. Mgmt says they can double the business in 10 yrs, but TAM is much higher than that. Which one’s wrong, the TAM or the guidance?

      1 reply 0 retweets 3 likes
      Hide Not Slide‏ @HideNotSlide Aug 6
      Replying to @HideNotSlide @Matt_Cochrane7

      Hide Not Slide Retweeted Hide Not Slide

      More info here:https://twitter.com/HideNotSlide/status/1414667500315463685 …

      Hide Not Slide added,

      Hide Not Slide @HideNotSlide
      I've been giving this more thought and have decided to commit a full writeup to $ICE's underperformance this year. I think the answer begins with ICE's mortgage business - explanatory thread below on what the biz is today & how it fits into their future: https://twitter.com/HideNotSlide/status/1412150633625538562 …
      Show this thread
      6:22 AM - 6 Aug 2021
      • 3 Likes
      • HybridOriginal Matthew Cochrane Know Nothing
      1 reply 0 retweets 3 likes
        1. HybridOriginal‏ @aHybridOriginal Aug 6
          Replying to @HideNotSlide @Matt_Cochrane7

          Great thread. Thanks

          0 replies 0 retweets 2 likes
          Thanks. Twitter will use this to make your timeline better. Undo
          Undo

      Loading seems to be taking a while.

      Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.

        Promoted Tweet

        false

        • © 2021 Twitter
        • About
        • Help Center
        • Terms
        • Privacy policy
        • Cookies
        • Ads info