How I Manage My $100M Portfolio In A Google Sheet | ft. Moiz Ali

About this video

Moye Ali, founder of Native Deodorant (sold to Proctor & Gamble), discusses his investment portfolio, business ideas, and contrarian takes on real estate and markets. He proposes a stock market for residential real estate with liquid trading, critiques real estate Twitter personalities for misleading returns, and explores opportunities in underpriced assets like San Francisco office and residential real estate.

Key takeaways

• Moye proposes building a liquid marketplace for fractional residential real estate ownership where small investors can buy/sell shares of rental homes and local operators get reputation scores—a model he believes could eventually own the majority of U.S. real estate
• Real estate Twitter is ‘full of frauds’: Moye criticizes influencer real estate investors who tweet inflated returns, mismanage floating-rate debt as interest rates rise, and then solicit new capital—arguing that real estate shouldn’t require cash infusions once the asset is acquired
• Shopify pricing for apps is a major opportunity: apps charging $1,500/month for simple features (email popups, post-purchase upsells) that should cost $30—Moye sees a massive business in cloning top 100 Shopify apps at flat monthly fees
• Data is overrated and conviction matters more: Moye’s contrarian Facebook stock purchases during its 50% crash were driven by observing 25+ ad accounts daily showing continued advertiser spending, not data analysis—conviction came from his father’s 2008 real estate success buying during panic
• San Francisco and office real estate are today’s underpriced assets: Moye suggests dollar-cost averaging into these markets starting in early 2024, expecting further distress before stabilization

Episode details: published November 14, 2023 · 37K views · 1:09:46 long. Summary written by Self Growth Videos from the episode itself. The business ideas, figures and results discussed are the hosts’ and guests’ own claims, shared as brainstorming and entertainment — not verified facts and not investment advice.

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