💼 I buy companies in healthcare and the trades, RE investor and developer, 🧠Sharing learnings along the way.
Joined January 2013
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- Following 342
- Followers 1,309
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169 Photos and videos
William Janis retweeted
20 Sep 2023
When we have 35-40% of number of homes we need for sale to be in a “normal” market, but in the entry level housing market, that is massively under supplied because builders can’t make profit building it. If you buy these affordable properties, you own an asset that is very scare
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Jun 14
We need a yearly event where Japanese visit Texas and we have a cowboy party
USA. A Mexican restaurant. We had not yet ordered anything, and the food was already arriving.
Chips. Salsa. Unrequested. Free.
I stopped the waiter. "We have not earned these."
"They just come with the table, man."
They come with the TABLE. In my land, hospitality is a debt. Every gift creates an obligation, weighed carefully, returned in the proper season with interest of feeling. Here, the gift arrives before you have even proven you can pay for dinner.
This is not an appetizer. This is a declaration: we trust you. Eat.
I ate with the gravity the moment deserved. And then — I must report this calmly — the basket emptied, and a new one appeared.
"Did we…?"
"Refill," the waiter said. "It's bottomless."
Bottomless. They have wells of salsa. The supply lines of this nation are beyond anything my ancestors imagined.
My friend warned me. "Don't fill up on chips, dude."
Too late. I had accepted three baskets. Honor demanded each one be finished — an unfinished gift is an insult. By the time my actual food arrived, I was a ruined man.
I was not hungry. I was not comfortable. I had been defeated by a courtesy.
Generosity that arrives before the request cannot be repaid. It can only be survived.
I know the rule now. I have made my peace with the basket. One basket. Two at the most.
Who am I deceiving. There is no number of baskets I would refuse. The trust of a nation is in that salsa, and I intend to honor all of it.
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Europeans who watch the news hate America, but Europeans who drive through America fall in love.
Don't bet against America 🇺🇸
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William Janis retweeted
20 Sep 2023
Everyone is talking about the jobs that will be lost to AI. What they’re not saying, is the prosperity it will create.
Yes jobs will be lost, but we also will have productivity gain with lower prices, which ultimately leads to a higher standard of living
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Jun 14
Spurs are young and playing against the most clutch player in basketball right now. Leading this series for 70% of minutes shows they are probably the more talented team, they just are elite chokers against elite closers
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William Janis retweeted
22 Sep 2023
Wondering why there's a lag effect in a market correction? The FED interest rates have actually helped corporate borrowers instead of hurt them. But this isn't going to last forever. In the chart, we can see this phenomenon is nothing new historically. Time explore in a thread:
ALT US Non-financial Corporate Net Interest Costs (% post-tax profits) are the lowest in 60 years
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William Janis retweeted
21 Sep 2023
The Fed left interest rates unchanged.
The dot plot shows one more rate hike this year, and rate are going to be higher for longer.
Powell specifically said that a soft landing is not a baseline expectation.
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William Janis retweeted
20 Sep 2023
A Terrible Milestone Reached: US National Debt at $33Trillion
-$10Trillion of this debt was accumulated since the pandemic
-Debt is likely to exceed $50Trillion by 2030
Prudent investors are concerned and are taking into account the rising national debt in their allocation
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William Janis retweeted
25 Sep 2023
Why haven't we had an economic crash yet? Why do we always have this significant lag between the FED raising interest rates and a recession/economic crash?
Deep dive with me to understand using 3 personas: Millennial Mary, Corporate Calvin , and Boomer Bob:
ALT Feds Funds Rate and CPI
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William Janis retweeted
25 Sep 2023
You look at the @CoreLogicInc YoY appreciation map across the regions of the country where the pessimists have been predicting a real estate crash for 11 years now.
ALT Corelogic YoY - May 2023
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Jun 8
$MRVL S&P trade
Defensives on weakness
DON'T chase momentum bounces
DON'T deploy more than 10%
WAIT for capitulation (1-2 weeks)
THE PATIENCE GAME CONTINUES
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William Janis retweeted
18 Sep 2023
May 2020, searching for a property in CO, found a new construction development that was perfect, but no units were listed. I went up to the broker who sold all the units new and said "if you can find me a unit in here, you can represent both sides". 24 hours later, under contract
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William Janis retweeted
18 Sep 2023
What were some of my best real estate deals?
1. SFHs I purchased from 2012-2016 that have 2-3x price, 2x rents. Fixed debt, low down payments
2. Land on the fringes of top Metro Areas (they don't make more of it)
3. In place mobile home parks, with room to develop
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William Janis retweeted
Apr 5
They found him!!!
Happy Easter!!
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Mar 23
The market isn’t “complex” right now, it’s on a switch:
Path A: Diplomacy lands
→ Energy cools off
→ Liquidity breathes
→ Risk comes back on
Path B: Hormuz gets messy
→ Energy becomes the trade
→ Inflation re-ignites
→ Everything else gets repriced lower
No middle ground. No slow grind.
This is event-driven macro, not a trend market.
Don’t try to be right.
Be positioned to survive both.
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Mar 23
This is actually the most important macro signal you've gotten in weeks. If the market starts pricing in a Fed pivot narrative driven by tariff-inflation being "looked through"...growth stocks all re-rate hard when rate cut expectations shift.
If the 2 Year drops meaningfully on this Powell comment, that's the bond market starting to believe the pivot story. That move in the 2Y would be your leading indicator that the setup is beginning to form.
Hard assets will win.
Mar 22
Jerome Powell: "If you look at total core inflation, it's about 3%. Some big chunk of that, around 1/2 or 3/4, is actually tariffs."
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Mar 3
Glad I got that JamĂłn leg at Costco last year
BREAKING: President Trump responds to Spain banning the US from using their military bases for strikes on Iran:
President Trump says:
1. The US is now "cutting off all trade with Spain"
2. He has a "right to stop everything that has to do with Spain"
3. He instructed Treasury Secretary Bessent to "cut off all dealings with Spain"
4. The US "can use Spain's bases if we want, just fly in and use it"
5. The US "doesn't want anything to do with Spain"
It seems the US has just entered a trade war with Spain.
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William Janis retweeted
Mar 3
We just released our 2026 Lower-Middle-Market LOI Template.
Built from:
> 500 deals
> $1.6B closed
> And the busted ones
It’s designed to reduce retrades and increase close probability.
If you want the template, comment:
LOI
We’ll auto-DM you the download link.
We’re on a mission to build the #1 LMM M&A firm and the #1 provider of value in the space.
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Mar 1
🚨 Aspen right now… 🍾
News breaks that Iran’s Supreme Leader is dead and Ajax Tavern turns into a celebration.
The world is wild.
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