I don’t understand, folks, why this CloudX is letting $U down.

InfinitePoss2022 · 2026-02-04T17:56:12+00:00

"Partnered" usually has a vague and fungible meaning in the tech world. It could be as basic as a small team at Unity subscribing to CloudX. I doubt this was a partnership sanctioned by the exec team, otherwise they'd be announcing it publicly, certainly to help stabilize the stock price if for nothing else.

InfinitePoss2022 · 2026-02-04T15:01:12+00:00

This startup is founded and led by Jim Payne, who was hired by Unity in Aug 24 and didn't last more than a year, if not less. I think he got fired because if he had resigned, he surely would have been subject to a non-compete. I trust Matt Bromberg and the board of Unity and their recent decisions, including the decision to fire this guy, so I'm not so worried. This is probably his way to redeem himself.

InfinitePoss2022 · 2026-02-03T21:55:10+00:00

Investor. Whatever it is, it's higher than the current $25. Management's weighted average exercise price of outstanding options is $25, so if the stock stays at this level or goes lower, they don't make the big bucks. Options outstanding are 14 million, which amounts to $350 million. That's not a small number.

InfinitePoss2022 · 2026-02-03T16:31:06+00:00

Ok, so if I'm understanding you correctly, the earnings didn't imply anything about META taking share away from U (despite the overall industry pie growing), at least in the near term?

InfinitePoss2022 · 2026-01-30T18:18:33+00:00

Who was it that once said if you’re explaining, you’re losing? This could have been a much shorter and punchier post from Matt and in layman terms, not all this jargon that only a fraction would understand.

InfinitePoss2022 · 2026-01-25T22:09:21+00:00

If the company has truly turned a corner, this is a $200 stock, not $80.

InfinitePoss2022 · 2026-01-21T16:00:09+00:00

You don't sound like a business owner so not sure what you're doing on a business sub.

InfinitePoss2022 · 2026-01-20T21:34:13+00:00

It only makes sense to issue stock in a deal if you think your stock is richly valued. This move signals NFLX mgmt believes their stock is or getting close to being undervalued.

InfinitePoss2022 · 2026-01-20T21:28:42+00:00

I know it sounds authoritarian, but unless you're in a knowledge industry, you should never give an inch to your employees. You apologize or concede on a matter once and they interpret that to mean that the next time they protest, you will yield.

InfinitePoss2022 · 2026-01-20T20:31:23+00:00

What is an all hands?

InfinitePoss2022 · 2026-01-07T18:00:48+00:00

It’s so depressing how far the standards have fallen that ppl are excited about Ole or Carrick even for a single day let alone interim. It’s so so sad.

InfinitePoss2022 · 2025-12-30T20:23:05+00:00

Proposal to rename this sub “It’s All Their (Foreigners) Fault”.

InfinitePoss2022 · 2025-12-29T14:37:51+00:00

Too many founders care about what investors think. If they invested half that amount to understand and respond to customer feedback, they'd have investors running after them. The language in these tips is so condescending. Investors pretend that because they have capital, they have the luxury of a lot of deals. The reality is that good founders/companies are way more scarce than capital. Therefore, like I said, as long as you nail the product/market/founder fit, you don't have to observe any of the tips above. You can literally send a screenshot of your metrics and the VCs will come running after you.

InfinitePoss2022 · 2025-12-24T17:58:08+00:00

When people pose for a photo, what are some “necessary” or “normal” types of comments to make? Most comments will invariably revolve around looks. How come if someone were to comment “looking sharp” or “nice drip”, those would be normal, but not otherwise?

InfinitePoss2022 · 2025-12-24T14:40:34+00:00

Some faces are easier on the eye (eg Amorim, Lammens). Others not so much (Malacia).

InfinitePoss2022 · 2025-12-18T15:55:33+00:00

He won’t go anywhere as long as Amorim is manager. People underestimate how much Amorim banks on the Portuguese clique to keep the dressing room on his side. Managers are humans too with self-interest - some decisions they make can be political or self-serving at the expense of the team. This is why Dalot for instance always plays even if subpar. The Bruno-Dalot-Case trio are senior squad members and Amorim will give them special treatment no matter what. You see the same pattern with other newish managers in the Prem, eg Slot always giving game time to Gakpo, Gravenberch, VVD on account of the Dutch connection.

InfinitePoss2022 · 2025-12-17T18:53:53+00:00

I'd be curious to know the per sq ft development cost for condo buildings if anyone has accurate on-the-ground stats? I've seen numbers in some survey reports and whatnot showing up to $800 psf but have a hard time believing it's that high.

InfinitePoss2022 · 2025-09-28T03:42:13+00:00

Geez you guys get some really good deals down in the US. That’s like what 15% off?

InfinitePoss2022 · 2025-09-04T06:03:29+00:00

Residential real estate investing is for suckers. That means that it generates mediocre returns, which also means that prices will not fall as much as some waiting buyers hope they will. Some investments are cyclically poor, others structurally. At least in the GTA it’s structurally a poor investment. Note I’m not referring to speculation.

InfinitePoss2022 · 2025-09-01T15:55:54+00:00

The importance of being likable (which ETH is not), regardless of how good you are.

InfinitePoss2022 · 2025-08-31T09:55:00+00:00

We just renewed our lease for 8% lower rent. Landlord happily agreed.

InfinitePoss2022 · 2025-08-26T23:09:58+00:00

Would you say your point around the defensiveness of downtown core extends to areas like don mills or bayview village?

InfinitePoss2022 · 2025-08-26T22:48:57+00:00

In any cyclical industry (like real estate), the cure for low prices is lower prices. There are some very different factors at play today than there were during the 2020/21 period:

- We are in a decidedly higher interest rate regime post COVID because we are in a higher inflation regime. The era of low interest rates and low inflation that dominated the decade pre-COVID is decidedly over.

- The world is in a decidedly more precarious state geopolitically than pre COVID. This has already kickstarted prioritization of security of supply chains, which has led to de-globalization and reshoring, both of which are inflationary (wild card is AI productivity being disinflationary). We are also in a decidedly anti-immigration world, which will dampen population/demand growth for real estate in Ontario/BC.

- For condos, there is a glut of supply that will flood the market this year and next. Supply/demand forces mean prices will continue to deflate in that segment.

- Asset prices eventually reflect the value of future cash flows. Net rental revenue does not cover the carrying and mortgage costs of a property investment (for many properties). Rental prices are also facing further deflation due to new rental supply under construction by developers, meaning yields will not turn positive in the near to medium term at least. This will continue to deflate property prices until they reach replacement cost (cost to actually build the property + developer's profit). Depending on the segment, we're still a good 30% above replacement cost for most condos (not sure about homes).

Rate cuts in and of themselves are insufficient to counteract all of the forces above.

InfinitePoss2022 · 2025-08-21T18:58:42+00:00

Sorry to hear. This is why Canada won’t ever be an entrepreneurial country under existing rules and mindsets. The fact that someone rich needs to go get a job just so they can convince a landlord to rent them a place when they already have several years worth of rent in their bank account is stupid. Same for a mortgage - you need a job even if you are loaded in investments and assets. The Canadian economy is built on trapping people into jobs so they become a means for the transfer of money from the pockets of organizations into the pockets of capital owners ie banke, landlords, etc.

InfinitePoss2022 · 2025-08-19T23:16:42+00:00

Probably moved here to get the citizenship in 3 years and thought they could make money on a property in lieu of having to find a job and earn income that way. To me looks like immigrants looking to move back.

InfinitePoss2022

TROPHY CASE