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@wcrelease "@Jake___Barfield $hem is vendor paid model deserves a higher multiple vs scout see what $rmv trades on versus $rea $hem facing multiple headwinds rn not least weak volumes and share loss concerns but tracking turnover doesnt look like theyve lost share yet. 26x fwd compelling lt though"
X Link @wcrelease 2025-10-08T19:29Z XX followers, XXX engagements

"@Jake___Barfield $hem pays XX% away to agents in commissions so will be structurally lower as long as that exists. $rea has an Indian venture that loses $. Their anz business is comparable to $rmv. Vendor paid is more defensive during a recession/weak market agents leave the industry"
X Link @wcrelease 2025-10-09T19:20Z XX followers, XXX engagements

"@Jake___Barfield Your absolute level of subscriptions go down see $RMV in the past. Vendor paid has a counter cyclical element where you get higher depth to promote your property more. $hem seeing it now even with all the noise about Booli. Agents also happy to promote depth as they dont pay"
X Link @wcrelease 2025-10-09T19:22Z XX followers, XXX engagements