Triple Net Investor (@triplenetinvest) 's Twitter Profile
Triple Net Investor

@triplenetinvest

Investor, Real Estate Entrepreneur, ex Investment Banker |
Breaking News: Finance, Real Estate |
Interviews w/ Top Business Leaders & Investors

ID: 1338585538018725888

calendar_today14-12-2020 20:44:05

8,8K Tweet

109,109K Followers

743 Following

Dan Niles (@danieltniles) 's Twitter Profile Photo

Following $NVDA’s results today, I thought it might be worthwhile to re-examine the current AI landscape both short-term and longer-term. I wrote on July 11th, “I continue to believe there is a rising mismatch between the amount of capex spent on AI and the resulting revenues

Triple Net Investor (@triplenetinvest) 's Twitter Profile Photo

BREAKING: Dollar General PLUMMETS 26% in the premarket and is now DOWN ~70% from its 2022 highs DG follows a wave of struggling retailers seeing their stock plummet Most notably, Walgreens is trading at ~$9 a share, down ~90% from their all time highs 🤯

BREAKING: Dollar General PLUMMETS 26% in the premarket and is now DOWN ~70% from its 2022 highs

DG follows a wave of struggling retailers seeing their stock plummet

Most notably, Walgreens is trading at ~$9 a share, down ~90% from their all time highs 🤯
Triple Net Investor (@triplenetinvest) 's Twitter Profile Photo

There's absolutely ZERO chance Babe Ruth was better than Shohei Ohtani On track for the first 50/50 year in baseball history And the ability to pull this off on the biggest stage, against one of the greatest hitters the game has ever seen Ohtani is undoubtedly the greatest

Triple Net Investor (@triplenetinvest) 's Twitter Profile Photo

WOW! AutoZone's rise has truly been spectacular - their stock is trading near all-time highs and has 458x since their IPO They've defied gravity over the yrs, fighting off internet and retail giants like Amazon/Walmart/Costco What on EARTH is Autozone doing right?

WOW!

AutoZone's rise has truly been spectacular - their stock is trading near all-time highs and has 458x since their IPO

They've defied gravity over the yrs, fighting off internet and retail giants like Amazon/Walmart/Costco  

What on EARTH is Autozone doing right?
Triple Net Investor (@triplenetinvest) 's Twitter Profile Photo

Chick-Fil-A's average revenue per restaurant is an INCREDIBLE $7.5M per year while drive thru locations recently hit $9.3M 🤯 What do you think is the secret to their success? Avg Annual Revenue per Restaurant Chick Fil A: $7.5m Raising Canes: $6.2m Shake Shack: $4.0m

Chick-Fil-A's average revenue per restaurant is an INCREDIBLE $7.5M per year while drive thru locations recently hit $9.3M 🤯

What do you think is the secret to their success?

Avg Annual Revenue per Restaurant

Chick Fil A: $7.5m
Raising Canes: $6.2m
Shake Shack: $4.0m
Triple Net Investor (@triplenetinvest) 's Twitter Profile Photo

Buc-ee's recently opened the largest convenience store in the world in Luling, Texas The store is a massive 75k sq ft with 120 fuel pumps!! Also, a general manager of a Buc-ee's location can make NORTH of $225k per yr 🤯 Telling my future kids to work here over Goldman Sachs!

Buc-ee's recently opened the largest convenience store in the world in Luling, Texas

The store is a massive 75k sq ft with 120 fuel pumps!!

Also, a general manager of a Buc-ee's location can make NORTH of $225k per yr 🤯

Telling my future kids to work here over Goldman Sachs!
Triple Net Investor (@triplenetinvest) 's Twitter Profile Photo

This is brutal... Miami International Mall's value has plunged $232M over the last decade 😲 The Simon Property owned mall was worth $391M in 2014 It was recently valued at $159M by Morningstar South Florida's indoor malls are facing trouble w/ rising vacancy according to TRD

This is brutal...

Miami International Mall's value has plunged $232M over the last decade 😲

The Simon Property owned mall was worth $391M in 2014

It was recently valued at $159M by Morningstar

South Florida's indoor malls are facing trouble w/ rising vacancy according to TRD
Triple Net Investor (@triplenetinvest) 's Twitter Profile Photo

BREAKING: Walgreens is trading under $9 a share and has plunged 90%+ from its all time highs The stock has not seen these kind of levels since Feb 1996 This is one of the most stunning collapses of a former blue chip retailer in recent memory

BREAKING: Walgreens is trading under $9 a share and has plunged 90%+ from its all time highs 

The stock has not seen these kind of levels since Feb 1996

This is one of the most stunning collapses of a former blue chip retailer in recent memory
Triple Net Investor (@triplenetinvest) 's Twitter Profile Photo

Just a reminder this office tower in St Louis sold for $3.55M or ~$2.50 per square feet earlier this year That's less than 2% of its peak price in 2006 ($205 million) The collapse of office towers across the country has been absolutely stunning and there's more to come Stay

Just a reminder this office tower in St Louis sold for $3.55M or ~$2.50 per square feet earlier this year

That's less than 2% of its peak price in 2006 ($205 million)

The collapse of office towers across the country has been absolutely stunning and there's more to come

Stay
Triple Net Investor (@triplenetinvest) 's Twitter Profile Photo

Callaway just announced that they plan on spinning off the struggling Top Golf from their golf equipment & apparel business There're a handful of Top Golf leased properties that've been sitting on the market for a while or listed, pulled, then relisted It'll be interesting to

Callaway just announced that they plan on spinning off the struggling Top Golf from their golf equipment & apparel business

There're a handful of Top Golf leased properties that've been sitting on the market for a while or listed, pulled, then relisted

It'll be interesting to