There's huge surface area for them to attack in terms of better software to improve tenant/guest experience + drive down their costs. They are in 1st inning of that process. Why only the 1st? Because they haven't had to rush on that front given their peers are so inept at tech.
-
to me, the red flags are (1) they are not making $ w U/E for college grads at 1.9% after XX yrs in biz/YYY bldgs, (2) the guy is moving up in the seniority claims personally... equivalent of bill gates starting a PC biz... (3) A/L mismatch. All else is noise.
1. U/E? 2. Seniority as in their debt? Sorry, don't understand. 3. This one I get, haha. Do you know of a reasonable way to "short" private companies? Got one that I know much about...
-
-
(1) pic (2) he's going for the real thing that will be there no matter what, and can reclaim the asset after biz model fail... (3) suppliers/customers; long competitors; False Claims Act... need detailspic.twitter.com/M7mnK13WEF
-
1. Duh thanks 2. Yup got it. Can be viewed as downside protection. He'll walk away with something. False Claims Act I thought was an oft invoked class action claim for defrauding the govt, not something nonlawyers can profit off. Will dm for details.
End of conversation
New conversation -
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.