2021.12.08 23:02 FelipeCasa Covid vaccine
I got the first dose of the vaccine today. Not because I think I need it to be safe from Covid. Because I am one of the lucky ones that doesn't have a compromised immune system, and I'm smart enough not to stunt my immune system like a germaphobe. I got it in hopes that it kills me. So here's hoping. 🍾
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2021.12.08 23:02 Jerome_BRRR_Powell Mi Casa -> Su Casa->[VACASA]
| ($VCSA) Vacasa is a US based rental propert manager with over 30K rental properties under management. They do not own nor lease the properties, they are instead an automation platform that uses Machine Learning and AI to generate the maximum yield for their customers (rental property owners).|
On average, a rental property owner is able to increase the rental yield on their property by an additional 30% , after taking into account fee's and commisions charged by Vacasa. Property Managers are able to increase yield's by 10% by using Vacasa.
Although Vacasa has its own booking platform,which generates 30% of their revenues, this is a platform agnostic company. listing's are presented on all booking platforms (AirBnb, VRBO, Booking.com,etc) with platform fee's charged ontop of the daily rental rate therefore the listing fee, payment processing fee and cleaning fee do not come from Vacasa's take-rate or commission.
Recently management raised guidance for 2021 and 2022 due to the strong demand for travel and travel related services within the US. This is a real company with with real revenues of 800M for 2021 and positive EBITDA and 56% CAGR.
Vacasa does not operate outside the US, therefore isnt succeptible to the risk of lockdowns in Europe or Asia affecting their growth / guidance forcast's.
(Relatively) low public float post close. 88% Insiders rolling over, 200m PIPE. No Warrants
This is a company that grows through acquisitions. Management has indicated its faster to acquire a property manager in a new market than it is to start fresh. Post merger, they will be cashed up, ready to grow.
For reference, the TAM is 5M rental properties within the USA, of which Vacasa currently has less than 1% (30K Rentals). Eventually, once the rest of the world recover's from COVID, International expansion could be a driver of growth as well.
Finally, to be clear. Vacasa does not own nor lease properties themselves limiting their exposure to another COVID esque event burning through their cash reserves. Vacasa takes a cut of the profits during boom times and hold minimal risk during the bust times. As they are a platform agnostic , there is limited exposure of Airbnb ,VRBO etc coming out with similar services to compete.
This type of product works well for folk's who have a second home but dont have the time to actively manage it. They simply offer the home to Vacasa who manage the rental property and undertake general maintenance (Gardening / PLumbing,etc), as required
I currently own 20k Shares, there are no warrants here.
I Am not a financial advisor and that all users should complete their own due diligence.
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2021.12.08 23:02 trailer8k Elder Scrolls Battle music
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2021.12.08 23:02 untroubledcoconut Husband thinks our fireplace is still safe to use, despite the contractor’s warning. Is it?
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2021.12.08 23:02 CGB1337 If I buy the gold are the likes bait to get it or legit shit
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2021.12.08 23:02 Moist_Monitor_4541 Boarding passes
Does anyone know if Knott’s only has the standard boarding pass or if they also have the plan your day pass. I prefer the plan your day
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2021.12.08 23:02 sp77ky I really love navigating in this game.
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2021.12.08 23:02 IamtheDman Down $5.50 in after hours on good results. Exactly what we all fucking expected. Get fuk'd hedgies. You're done. You're through.
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2021.12.08 23:02 CreepyInky Need help diagnosing and fixing my xbox. There are no bulging compasitors, and no shot solder areas. The power port moves a tiny bit, but I've noticed mine doesnt look like a lot of others I've seen
2021.12.08 23:02 Zytharros For the next 24 hours, your entire city is under your control, except they take your instructions to their literal extreme. What do you instruct them to do?
2021.12.08 23:02 SnooPeanuts2532 Inclement Emerald Challenge Mode
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2021.12.08 23:02 SailorDulliMoon Rhea Ripley sexy Compilation #03
2021.12.08 23:02 WowItsAShark Could you tell me how old this Italian money is? Is it worth anything?
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2021.12.08 23:02 ppman1064 Day NINE
So far I have slowly feeling more confident and the more I keep this up I can finally get the confidence to ask the girl that I like if she would want to hang out sometime but yea if I keep this pace going I can finally get over porn
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2021.12.08 23:02 fawksapostle [FT]glowing moss shelves DIY [LF] Cave DIY
2021.12.08 23:02 pedrons15 [R6EsportsBR] R6 Brasil Awards 2021 Nominees and Winners
R6 Brasil Awards 2021 - Rainbow Six Siege - YouTube
Best Org: Team oNe - Ninjas in Pyjamas - Furia
Winner: Team oNe
Coach: Twister (Furia) - Ramalho (FaZe) - Tchubz (Team oNe)
Rookie of the year: Fntzy - Neskin - AsK
Best play of the year: Soulz1 1 versus 1 for the Grand Finals spot (Sweden Major) - Neskin 4K versus CAG (Mexico Major) - Fntzy gets 2 aces back to back (BR6 Stage 3)
MVP Circuito Feminino: Juu - Larinha - Dudazera
Winner: Juu Brito
MVP Série B: Dotz - Handy - Sneepy
MVP Copa do Brasil: ZaaK - Peres - Bassetto
MVP BR6: Cyber - Paluh - Alem4o
MVP 2021: Psycho - Alem4o - Paluh
Best IGL: Psycho - Lagonis - Cameram4n
Press: Globo Esporte - The Enemy - ESPN
Winner: Globo Esporte
Best Streamer: Cherrygumms - Lagonis - RazaH
Community Page: Fábrica de Cobres - Rocky CallBoa - R6BR Atualizado
Winner: Rocky CallBoa
Personality: RazaH - Alem4o - Machadinho
Grand Finals MVP: Paluh - Muzi - PSK
Dream Team: Paluh - Nesk - Alem4o - Psycho - Soulz1
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2021.12.08 23:02 VermilionX88 DLC mission A Brave Lineage?
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2021.12.08 23:02 Ltnumbnutsthesecond "Shop super, Shop Super-Duper Mart"
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2021.12.08 23:02 TheGreatestManOnline I'm late to the party. I knew that I had missed out on the first 2 because there isn't a LCS in my area. Then one of my delivery drops today was at Comic Cave in Portland, OR. They still have 1 copy of the first issue.
2021.12.08 23:02 Political_news69 Ottawa expected to release details of carbon capture tax credit soon, Cenovus says
2021.12.08 23:02 YourAbsaltuteMother Message from the SCP
2021.12.08 23:02 Kylearean Warrior Princess
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2021.12.08 23:02 sylviiion NUZLOCKE FINALE! starting in a couple minutes!
2021.12.08 23:02 kbburg My kid’s Christmas gift looks a bit familiar 😂
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2021.12.08 23:02 1_murms Does anyone belong to the Twin Creeks Country Club? If so, what are your thoughts?