Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BABABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BABABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again

All posts by TheReitStuff⎊☼🐝Shrewdness 3
  Author Board Recs Date
Re: UK REITs at bargain prices.
TheReitStuffNon-US Stocks110/04/26
Re: Unite Group UTG, couple of notes
TheReitStuffNon-US Stocks110/02/26
Re: Is China ahead of the US in autonomous cars?
TheReitStuffMacroeconomic Trends & Risks1210/02/26
Re: UK REITs at bargain prices.
TheReitStuffNon-US Stocks210/02/26
UK reits dumping 4% today.
TheReitStuffFalling Knives510/01/26
UK self-storage, at a discount.
TheReitStuffReal Estate Investment Trusts110/01/26
UK REITs at bargain prices.
TheReitStuffNon-US Stocks210/01/26
Re: Unite Group UTG, couple of notes
TheReitStuffNon-US Stocks309/30/26
Re: return on equity / mungofitch?
TheReitStuffMechanical Investing109/26/26
Re: OT: Don't Trust AI on Major Questions
TheReitStuffBerkshire Hathaway409/24/26
Re: Unite Group UTG, couple of notes
TheReitStuffNon-US Stocks609/17/26
return on equity / mungofitch?
TheReitStuffMechanical Investing309/17/26
Re: Unite Group UTG, couple of notes
TheReitStuffNon-US Stocks409/17/26
Re: Unite Group UTG, couple of notes
TheReitStuffNon-US Stocks309/15/26
Re: OT: Apple
TheReitStuffBerkshire Hathaway3309/15/26
Re: OT: Apple
TheReitStuffBerkshire Hathaway109/15/26
Re: OT: Apple
TheReitStuffBerkshire Hathaway309/14/26
Re: OT: Apple
TheReitStuffBerkshire Hathaway409/14/26
Re: OT: Apple
TheReitStuffBerkshire Hathaway209/14/26
bonds and gilts macro
TheReitStuffMacroeconomic Trends & Risks209/14/26
Re: Bonds and gilts - macro
TheReitStuffBerkshire Hathaway209/14/26
Bonds and gilts - macro
TheReitStuffBerkshire Hathaway109/14/26
Re: Ask Not for Whom the Bell Tolls . . .
TheReitStuffBerkshire Hathaway209/13/26
Re: Bonds
TheReitStuffFalling Knives209/13/26
Re: OT: Apple
TheReitStuffBerkshire Hathaway109/13/26
Re: Ask Not for Whom the Bell Tolls . . .
TheReitStuffBerkshire Hathaway309/12/26
Re: OT: Apple
TheReitStuffBerkshire Hathaway309/12/26
Re: SAP SE
TheReitStuffNon-US Stocks209/12/26
Re: OT: Apple
TheReitStuffBerkshire Hathaway509/12/26
Re: OT: Apple
TheReitStuffBerkshire Hathaway509/12/26
Re: OT: Apple
TheReitStuffBerkshire Hathaway209/12/26
Re: OT: Apple
TheReitStuffBerkshire Hathaway109/12/26
Re: OT: Apple
TheReitStuffBerkshire Hathaway-09/10/26
Re: Ask Not for Whom the Bell Tolls . . .
TheReitStuffBerkshire Hathaway109/10/26
Re: OT: Apple
TheReitStuffBerkshire Hathaway409/10/26
Re: Non-US shares with management you trust
TheReitStuffNon-US Stocks109/10/26
Re: OT: Apple
TheReitStuffBerkshire Hathaway409/08/26
Re: Posts written by chat bots.
TheReitStuffShrewdsmith-09/08/26
Re: OT: Apple
TheReitStuffBerkshire Hathaway2209/07/26
Strange error
TheReitStuffShrewdsmith409/07/26
Re: Non-US shares with management you trust
TheReitStuffNon-US Stocks1309/07/26
Re: Can't find a board for this: errors of inacti
TheReitStuffMacroeconomic Trends & Risks309/07/26
Re: Can't find a board for this: errors of inacti
TheReitStuffMacroeconomic Trends & Risks-09/06/26
Can't find a board for this: errors of inacti
TheReitStuffMacroeconomic Trends & Risks109/06/26
General investing / experienced investors
TheReitStuffAny Missing Board Requested Here-09/06/26
Re: Undermining the AI business case
TheReitStuffMacroeconomic Trends & Risks409/06/26
Non-US shares with management you trust
TheReitStuffNon-US Stocks209/06/26
Re: Unite Group UTG, couple of notes
TheReitStuffNon-US Stocks209/06/26
Re: Canadian REITs
TheReitStuffNon-US Stocks109/05/26
Re: Canadian REITs
TheReitStuffNon-US Stocks-09/04/26
Re: Barrons cover, AI Capex Bubble About to Burst?
TheReitStuffBerkshire Hathaway309/03/26
AI buildout rights issues / fees
TheReitStuffMacroeconomic Trends & Risks708/28/26
Posts written by chat bots.
TheReitStuffShrewdsmith208/27/26
REIT management quality - open question.
TheReitStuffReal Estate Investment Trusts108/27/26
Re: Canadian REITs
TheReitStuffNon-US Stocks208/26/26
Canadian REITs
TheReitStuffReal Estate Investment Trusts308/26/26
Re: Canadian REITs
TheReitStuffNon-US Stocks108/25/26
Canadian REITs
TheReitStuffNon-US Stocks508/25/26
Re: Thompson on GOOGL
TheReitStuffBerkshire Hathaway2208/25/26
Re: Unite Group - clearing 2026
TheReitStuffNon-US Stocks308/25/26
x-post: thank you scott bessent
TheReitStuffMacroeconomic Trends & Risks108/25/26
Thank you Scotty!
TheReitStuffReal Estate Investment Trusts508/25/26
3i - quite interesting
TheReitStuffNon-US Stocks308/25/26
Unite Group - clearing 2026
TheReitStuffNon-US Stocks308/23/26
Re: Unite Group UTG, couple of notes
TheReitStuffNon-US Stocks108/18/26
Re: Unite Group UTG, couple of notes
TheReitStuffNon-US Stocks-08/17/26
Re: Fund, MEWD
TheReitStuffNon-US Stocks-08/17/26
Re: Fund, MEWD
TheReitStuffNon-US Stocks108/17/26
Iran situation
TheReitStuffMacroeconomic Trends & Risks208/16/26
Re: Fund, MEWD
TheReitStuffNon-US Stocks-08/16/26
Re: Fund, MEWD
TheReitStuffNon-US Stocks108/16/26
Re: Fund, MEWD
TheReitStuffNon-US Stocks-08/15/26
Re: Fund, MEWD
TheReitStuffNon-US Stocks108/15/26
Re: Fund, MEWD
TheReitStuffNon-US Stocks108/15/26
Re: Fund, MEWD
TheReitStuffNon-US Stocks108/15/26
Re: Greggs PLC (GRG.L)
TheReitStuffNon-US Stocks108/15/26
Unite asset sales.
TheReitStuffNon-US Stocks308/15/26
Thank you for the Schloss article.
TheReitStuffShrewdsmith208/05/26
Oil / Hemingway
TheReitStuffMacroeconomic Trends & Risks508/02/26
Re: Greggs interim results
TheReitStuffNon-US Stocks-07/31/26
Re: Greggs interim results
TheReitStuffNon-US Stocks-07/31/26
The sausage rolls shop giveth
TheReitStuffNon-US Stocks-07/31/26
Re: Greggs interim results
TheReitStuffNon-US Stocks107/31/26
Greggs interim results
TheReitStuffNon-US Stocks307/29/26
Re: korean market -31pc in last month + consequences
TheReitStuffMacroeconomic Trends & Risks207/29/26
Re: Unite Group UTG, couple of notes
TheReitStuffNon-US Stocks507/28/26
Re: korean market -31pc in last month + consequences
TheReitStuffMacroeconomic Trends & Risks607/28/26
Re: Unite Group UTG, couple of notes
TheReitStuffNon-US Stocks707/28/26
Re: "Unite Group may be next target for Saba Capi
TheReitStuffNon-US Stocks207/27/26
korean market -31pc in last month + consequences
TheReitStuffMacroeconomic Trends & Risks1007/23/26
Re: Interesting Segro bid (UK REIT)
TheReitStuffNon-US Stocks107/23/26
prologis/segro bid
TheReitStuffReal Estate Investment Trusts407/23/26
Interesting Segro bid (UK REIT)
TheReitStuffNon-US Stocks107/23/26
"Unite Group may be next target for Saba Capi
TheReitStuffNon-US Stocks-07/20/26
Re: Barrett Redrow (BTRW.L)
TheReitStuffNon-US Stocks207/15/26
Re: Unite Group UTG, couple of notes
TheReitStuffNon-US Stocks207/15/26
Re: Unite Group UTG, couple of notes
TheReitStuffNon-US Stocks607/08/26
Re: Unite Group UTG, couple of notes
TheReitStuffNon-US Stocks607/08/26
Re: UK REIT news & speculation: Segro/Big box PHP
TheReitStuffNon-US Stocks207/02/26
x-post: UK-related REITs and similar
TheReitStuffNon-US Stocks106/26/26
UK REITs and similar
TheReitStuffReal Estate Investment Trusts306/26/26
Re: Unite Group UTG, couple of notes
TheReitStuffNon-US Stocks106/25/26
Re: Unite Group UTG, couple of notes
TheReitStuffNon-US Stocks-06/25/26
Re: Unite Group UTG, couple of notes
TheReitStuffNon-US Stocks-06/25/26
Re: Barrett Redrow (BTRW.L)
TheReitStuffNon-US Stocks206/25/26
Re: Unite Group UTG, couple of notes
TheReitStuffNon-US Stocks506/25/26
Re: Unite Group UTG, couple of notes
TheReitStuffNon-US Stocks106/24/26
UK REIT news & speculation: Segro/Big box PHP
TheReitStuffNon-US Stocks606/24/26
Re: Unite Group UTG, couple of notes
TheReitStuffNon-US Stocks306/23/26
KOSPI -10% last night
TheReitStuffMacroeconomic Trends & Risks-06/23/26
Re: Unite Group UTG, couple of notes
TheReitStuffNon-US Stocks206/22/26
Re: Unite Group UTG, couple of notes
TheReitStuffNon-US Stocks306/22/26
Re: Unite Group UTG, couple of notes
TheReitStuffNon-US Stocks306/22/26
Unite Group UTG, couple of notes
TheReitStuffNon-US Stocks606/21/26
Re: Brazil the cheapest?
TheReitStuffNon-US Stocks404/11/26
x-post: does real estate have pricing power?
TheReitStuffReal Estate Investment Trusts104/10/26
Re: Brazil the cheapest?
TheReitStuffNon-US Stocks704/10/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks204/10/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks404/10/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks504/10/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks104/08/26
Re: FT on British Student Housing Hangover
TheReitStuffNon-US Stocks304/08/26
put/call ratio
TheReitStuffMacroeconomic Trends & Risks404/06/26
Re: Novo Nordisk $NVO. (x-post)
TheReitStuffFalling Knives-04/06/26
Re: Novo Nordisk $NVO. (x-post)
TheReitStuffFalling Knives504/02/26
Novo Nordisk $NVO. (x-post)
TheReitStuffFalling Knives-04/02/26
Novo Nordisk $NVO.
TheReitStuffNon-US Stocks104/02/26
Re: REITs, 1970s/80s, stagflation
TheReitStuffReal Estate Investment Trusts-04/01/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks-03/31/26
Re: Trump money
TheReitStuffMacroeconomic Trends & Risks-03/30/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks103/30/26
3i - huge drop, below book, FTSE100.
TheReitStuffFalling Knives103/30/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks103/29/26
Re: REITs, 1970s/80s, stagflation
TheReitStuffReal Estate Investment Trusts203/29/26
Re: REITs, 1970s/80s, stagflation
TheReitStuffReal Estate Investment Trusts203/29/26
Re: REITs, 1970s/80s, stagflation
TheReitStuffReal Estate Investment Trusts-03/29/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks303/25/26
Re: REITs, 1970s/80s, stagflation
TheReitStuffReal Estate Investment Trusts203/24/26
Re: REITs, 1970s/80s, stagflation
TheReitStuffReal Estate Investment Trusts103/23/26
Stay away from REITs :-)
TheReitStuffNon-US Stocks203/23/26
REITs, 1970s/80s, stagflation
TheReitStuffReal Estate Investment Trusts603/23/26
Re: Generational lows (UK REITs).
TheReitStuffNon-US Stocks203/22/26
Re: Generational lows (UK REITs).
TheReitStuffNon-US Stocks203/21/26
Re: A post talking about REITs in general
TheReitStuffReal Estate Investment Trusts203/20/26
Re: Gold down
TheReitStuffMacroeconomic Trends & Risks103/20/26
Re: A contrary take on the oil crisis / iran
TheReitStuffMacroeconomic Trends & Risks-03/20/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks203/20/26
Re: Generational lows (UK REITs).
TheReitStuffNon-US Stocks303/20/26
Re: Generational lows (UK REITs).
TheReitStuffNon-US Stocks403/20/26
Entire sector - UK (and probably global) REITs
TheReitStuffFalling Knives203/19/26
Generational lows (UK REITs).
TheReitStuffReal Estate Investment Trusts103/19/26
Generational lows (UK REITs).
TheReitStuffNon-US Stocks403/19/26
Re: Terminator coming?
TheReitStuffMacroeconomic Trends & Risks103/13/26
Re: A contrary take on the oil crisis / iran
TheReitStuffMacroeconomic Trends & Risks203/13/26
A contrary take on the oil crisis / iran
TheReitStuffMacroeconomic Trends & Risks203/13/26
crazy idea - UK regional office property REIT.
TheReitStuffNon-US Stocks103/12/26
Re: UTG - wow, the buybacks are getting interesting!
TheReitStuffNon-US Stocks-03/10/26
Re: UTG - wow, the buybacks are getting interesting!
TheReitStuffNon-US Stocks303/10/26
Re: UK/EU reit ETFs.
TheReitStuffNon-US Stocks-03/09/26
Re: UTG - wow, the buybacks are getting interesting!
TheReitStuffNon-US Stocks103/09/26
Re: UTG - wow, the buybacks are getting interesting!
TheReitStuffNon-US Stocks-03/09/26
UK/EU reit ETFs.
TheReitStuffNon-US Stocks403/09/26
Re: UTG - wow, the buybacks are getting interesting!
TheReitStuffNon-US Stocks103/08/26
Paragon Bank (UK) PAG.
TheReitStuffFalling Knives203/05/26
UK REITs, generally.
TheReitStuffNon-US Stocks103/04/26
Thanks for the 'post of the week'
TheReitStuffNon-US Stocks903/04/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks303/02/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks203/02/26
Re: UTG - wow, the buybacks are getting interesting!
TheReitStuffNon-US Stocks303/02/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks303/02/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks303/02/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks403/01/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks403/01/26
Re: UTG - wow, the buybacks are getting interesting!
TheReitStuffNon-US Stocks203/01/26
Re: UTG - wow, the buybacks are getting interesting!
TheReitStuffNon-US Stocks403/01/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks303/01/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks602/28/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks402/28/26
UTG - wow, the buybacks are getting interesting!
TheReitStuffNon-US Stocks602/26/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks202/25/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks302/25/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks302/25/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks202/24/26
A post talking about REITs in general
TheReitStuffReal Estate Investment Trusts402/24/26
Unite Group (UTG) again!
TheReitStuffFalling Knives402/24/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks602/24/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks702/24/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks902/24/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks402/24/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks1102/24/26
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks112/22/25
Shorted UK stocks (Dec 2025)
TheReitStuffNon-US Stocks112/19/25
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks212/19/25
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks112/08/25
Re: FKA: DG
TheReitStuffFalling Knives412/08/25
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks-12/01/25
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks-12/01/25
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks-12/01/25
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks-12/01/25
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks-12/01/25
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks511/27/25
Re: UK
TheReitStuffNon-US Stocks-11/27/25
Re: FKs: GRG.L/UTG.L
TheReitStuffFalling Knives211/27/25
Re: Unite Group (UTG) news - good/bad.
TheReitStuffNon-US Stocks111/27/25
Unite Group (UTG) news - good/bad.
TheReitStuffNon-US Stocks411/27/25
Re: FKs: GRG.L/UTG.L
TheReitStuffFalling Knives-11/26/25
Re: Meanwhile, in sausage roll news (GRG)
TheReitStuffNon-US Stocks-11/26/25
Re: Meanwhile, in sausage roll news (GRG)
TheReitStuffNon-US Stocks111/25/25
Re: Growth Stalwarts marked down
TheReitStuffFalling Knives111/25/25
Re: Growth Stalwarts marked down
TheReitStuffFalling Knives911/25/25
Re: Growth Stalwarts marked down
TheReitStuffFalling Knives611/24/25
Re: Meanwhile, in sausage roll news (GRG)
TheReitStuffNon-US Stocks411/24/25
FKs: GRG.L/UTG.L
TheReitStuffFalling Knives1111/24/25
Re: Meanwhile, in sausage roll news (GRG)
TheReitStuffNon-US Stocks311/24/25
Re: Meanwhile, in sausage roll news (GRG)
TheReitStuffNon-US Stocks111/24/25
Re: Meanwhile, in sausage roll news (GRG)
TheReitStuffNon-US Stocks311/23/25
Google
TheReitStuffBerkshire Hathaway-11/17/25
Re: Using AI beneficially
TheReitStuffBerkshire Hathaway1111/15/25
Re: Suggestion
TheReitStuffUS Policy-11/15/25
Suggestion
TheReitStuffUS Policy511/15/25
Meanwhile, in sausage roll news (GRG)
TheReitStuffNon-US Stocks911/15/25
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks311/15/25
Re: Cross-post: WISE.L
TheReitStuffNon-US Stocks111/05/25
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks111/05/25
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks110/24/25
Re: BRK Board Bet Update.
TheReitStuffTesla510/24/25
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks410/24/25
Re: Time to moderate?
TheReitStuffBerkshire Hathaway310/23/25
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks410/23/25
Re: What on earth is going on?
TheReitStuffTesla1410/23/25
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks110/23/25
What on earth is going on?
TheReitStuffTesla1710/23/25
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks110/23/25
Re: Buying at the Worst Possible Moment
TheReitStuffBerkshire Hathaway2810/22/25
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks110/22/25
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks-10/22/25
Re: Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks410/22/25
FINRA margin and S&P 500
TheReitStuffMacroeconomic Trends & Risks110/22/25
Re: Any thoughts on UK real estate?
TheReitStuffNon-US Stocks110/21/25
UK REIT quite cheap - unite group.
TheReitStuffReal Estate Investment Trusts210/21/25
Falling knife - unite group, uk.
TheReitStuffFalling Knives610/21/25
Re: Any thoughts on UK real estate?
TheReitStuffNon-US Stocks110/21/25
Unite Group (UTG), UK, falling knife.
TheReitStuffNon-US Stocks1310/21/25



Best Of BABA | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community