catechwilliams (@catechwilliams) 's Twitter Profile
catechwilliams

@catechwilliams

Center for Advanced Sciences. Cambridge Einstein Scholar; Ph.D. Philosophy (Oxon); Ph.D. Applied Mathematics (MIT); JD/ MBA (Stanford).

ID: 3346548093

calendar_today26-06-2015 14:57:41

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catechwilliams
@catechwilliams

6 months ago

$FTDR Vol declining (existing home sales=driver). Pricing lagging inflation, massively over-earning. Problematic given 25% churn w aggressive new entrants. Dubious company overall. Investor day yesterday was comical, compared themselves to $NFLX. Earnings misses coming.