"An asset is worth what someone is willing to pay for it; and the value of an asset is the cash it will generate over its life." John Kay
"Value investing was once the purchase of tangible assets at levels below their market value. Value investing today is buying sustainable competitive advantages at a good price." John Kay- Long & the Short of It: A Guide to Finance & Investment for Normally Intelligent People Who Aren't in the Industry
Deep dive into Financial Services: Real Estate Services by Stephens
Separate research reports to all companies in the report.
eXp World Holdings $EXPI
Zillow, Inc. $ZG
Realogy Holdings Corp. $RLGY
Redfin Corp. $RDFN
RE/MAX Holdings Inc. $RMAX
Our remedy for low interest rates $BAM - by Barry Schwartz (Baskin Wealth Management)
How a janitor at Frito-Lay invented Flamin’ Hot Cheetos - by Zachary Crockett (the HUSTLE)
Mary Meeker’s most important trends on the internet - by Rani Molla (Vox)
The Network Effects Manual: 13 Different Network Effects (and counting) - by James Currier (NFX)
Thought Provoking Better Schools Won’t Fix America - by Nick Hanauer (The Atlantic)
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