CorpRaider

SLG.PRI I'm basically totally out of SLG complex. What a long nice trip it's been.

He was a good one.

Nah, I'm a retail piker, but I am thinking of running it up to like 10% of my modest TNW. Although, I wouldn't be shocked if they make a bid for someone and the stock craters right after I fill up.

SLG

Comcast

CMCSA, PARA, WBD

Bought some EBAY and PARA this week.

I agree. Never trust a Canadian.

IMO, they just need a little Regan revolution. Stuff can change. The wall fell. I agree the ZIRP hurt them more. The common currency doesn't make a ton of sense. NEXIT would be a step.

I use the borsa app, free version. It has the biggies.

I sold most of my $SLG this week. All that I held in taxable accounts.

During 2023 the below ones. Only couple of shares of First Citizens because it exploded and left me behind. I currently hold 0 shares of BAC. I also own a few shares of TD in an account that I have established for my son and a few WFC and BAC preferred shares in accounts for older relatives.

Just did my 2024 end of year FF update blog post. Looks like ~22% for 2023 and a 12.85% 5 year CAGR/XIRR. Losing to the evil SPY on both counts, but doing pretty ok against other highly relevant and not at all cherry picked benchmarks. I was interested to observe the dispersion in returns among the banks in my portfolio.

I'm not aware of a new one, just observing the weighting pupil has.

Hmm maybe I should scale up on $AIV.

ICE ICE baby?

Merry Christmas erebody!

I am beginning to understand why the psychology/ institutional incentives have historically (ok N = like 5) led to premature cutting and declarations of victory. Not drawing a conclusion that will happen this time, just that I think I see why that would be the most likely path. Seems you kind of need that real crisis/boogie man to get the rope to do the thing properly. I suppose it all kinds of feed back into the anchoring of the crowd which is imop best explanation for time series momentum/trends.

New 52wk high on SLG. If I'm being honest, I thought it would be at $50 by the time J Pow went on record saying they were done.

$LUV.

Here's to a 2024 through 2029 REIT run that shapes up like 2009 through 2014.

Yeah I'll probably at least wait until he wraps up his book tour before taking a real look. haha.

I have some relatives who, to all outward appearances, have done very well in this space over time.

I believe the more commonly used term is "dollar-weighted returns."

Hey, Anyone know if can I drink Yerba Mate and get this benefit/an 8 pack?