Thats a good question you have raised there that others maybe able to answer.
If the future cashflow of the DMF is so good which it should be why would they be selling off villages in a market that doesn't recognize that value?
Thoughts?
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Jeez Ron …..I worry about you when you use words like transition, pivot and even stable
Did you leave out your thoughts about how they can keep entropy from happening?
Or is it really a matter of how conveniently they can reinvent holistic convergence?
Once they are past the point of inflection this will rocket
the irr not good enough if you take this is relation to the cost of capital and its leading to uneven cashflows thats why. basically sh.t investments they have made. thats how insurance companies go bust they invest there float in sh.t investemnts or dont manage the risk correctly. thats why buffett is far surperior to all as his underwriters are the best of the best.