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Stop Pulling Levers and Hiding Your Risk
Many investors make the mistake of doing financial analysis as if they were already owning and operating the property; crunching the...
michael61751
Jul 10, 20232 min read


The Slow Erosion of Value
“Every day is a new day. It is better to be lucky. But I would rather be exact. Then when luck comes you are ready.” -The Old Man and the...
michael61751
May 22, 20233 min read


The Hidden Numbers of Operating Leverage
Growth rates in operating leverage can hide a bad deal, like magic! I was recently on a trip to Oklahoma City and stayed with my aunt and...
michael61751
May 5, 20233 min read
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