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Tyler Henritze: Thematic Investing to Predict the Future
"World of DaaS"
The Eye Buyer Business Plan
The eye buyer business plan is, in an upward sloping market, you buy five % cheap to where the market is at that moment. In the last two years, home prices have been going up every day. I think what happened in zilla'scase was they weren't able to do a lot of the renovations as quickly as they wanted to because of some of the supply chain concerns. But i think it high lighted they probably were taking more risk than their investors thought in terms of sort of speculating on the direction of the housing market. O interesting.
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