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A huge congrats to my friend @tomicki for his emerging manager achievement, the inaugural 13F. I've known Lukasz for many years - he's super sharp, generous, hardworking, and it shows in LRT's stellar results.
1 of 15: It has been hard to convey, through anecdotes or data, how bizarre the U.S. housing market has become. For example, a Bethesda, Maryland homebuyer working with @Redfin included in her written offer a pledge to name her first-born child after the seller. She lost.
Been with Evolution for a bit over 5 years now. We have always been running like crazy, each year busier than the previous. The last 6 months or so has been extraordinary though. We are really picking up speed - fast. Crazy activity level throughout the entire company.
My brother and I both own stock in Roper Technologies ($ROP) and we jointly read the company’s annual reports for the past 15 years (2004-2019). We did some additional background research on the history of the company too. Here were our learnings (warning: long thread!):
Lawmakers considering Waikiki casino, wagering tax: The state House Tourism Committee is reviewing a pro... bit.ly/ywZYgv #HINews
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