Thomas Rice(@thomasrice_au) 's Twitter Profileg
Thomas Rice

@thomasrice_au

Co-Founder & Portfolio Manager @MinotaurFund. Previously ran the highest-performing global equities fund in Australia in FY23.

ID:16477982

linkhttp://www.minotaurcapital.com/ calendar_today27-09-2008 00:35:40

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K-pop rallying today on this Bloomberg article!

Hybe +9%
JYP +5%
SM +4%
YG +2%

KOSPI flat

JYP would be my pick here, if you can buy Korea.

K-pop rallying today on this Bloomberg article! Hybe +9% JYP +5% SM +4% YG +2% KOSPI flat JYP would be my pick here, if you can buy Korea.
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Back into $OPEN today.

The NAR settlement seems like a net positive; should put pressure on buyer's fees (a key cost for Opendoor) + if more people want to buy without an agent, it could open up opportunities for a tech provider that can handle the paperwork.

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Buyer's agents are rare in developed markets; they're really a US anomaly.

Hiding the pricing in the seller's fees allowed buyer's agents to thrive. Now that the buyer will explicitly pay those fees, I imagine more people will decide they can handle that themselves.

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TikTok's biggest influence on America has been turning its lawmakers into China-style authoritarians who want to censor their own citizens.

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