“$10,000 invested at the time of BWW's IPO in 2003 would now be worth $175,000, a rate of return no one can argue with.”
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Said on Business Wars
Animal Spirits Podcast · Talk Your Book: How Higher Rates Are Re-Shaping Commercial Real Estate
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argue that higher rates are not a permanent problem and can be advantageous for credit investors
“$10,000 invested at the time of BWW's IPO in 2003 would now be worth $175,000, a rate of return no one can argue with.”
“You can get a really cheap, you know, EDR or MDRs, or you can get one that really, really works and has a higher detection rate and a quicker detection rate.”
“Meta ads have a ghost rate of like 50 to 60%... If you use the landing page… higher intent, higher conversion.”
“If we can't charge a higher rate, then why bother? It improves retention, which saves on your profit margin.”
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