sleepydragon

I doubled my Fannie mae positions post election also, oxy and cvx

Yeah preferred are not reportable. For common, because it’s OTC, it’s only reportable when someone own more than x% (i think x =10, not sure)

https://seekingalpha.com/news/4386431-bill-ackman-says-hes-short-iep-long-fnma-for-stock-picking-contest

But how about inheritance tax sort of thing? If say someone has 20 millions of stocks at dealth, doesnt the heir have to pay a big inheritance tax? And why putting in an irrevocable trust can avoid that inheritance tax (is it because the tax is already paid as gift tax when money is transferred into the trust)? Thanks!

SD, any good o/g stock picks for US investors ? thanks!

My wife thinks this guy is from Europe, as it’s rare for local Americans buy hermes sneakers

Brk fnmas etc oxy and OXY warrant lqda lmt bgc siri cash

It started recently after this guy’s post: i read it I don’t think what he wrote make sense. Maybe this scared FNMA holders

Yet Li Lu bought OXY.

duan yong ping , who’s close to PDD founder, added to PDD while selling baba.

My best investment in 2024 turned out to be the trump trade — fnma and fnmas, followed by a biotech (LQDA) and a company in bankruptcy (YELLQ) — almost covered my big lose in SAVE! Fortunately most of my assets are in Brk

also this one, though i cant read the whole text: https://substack.com/app-link/post?publication_id=1278575&post_id=152078052&utm_source=substack&utm_medium=email&utm_content=share&utm_campaign=email-share&action=share&triggerShare=true&isFreemail=true&r=ag2rx&token=eyJ1c2VyX2lkIjoxNzU0NjI1MywicG9zdF9pZCI6MTUyMDc4MDUyLCJpYXQiOjE3MzI1MzkzNTQsImV4cCI6MTczNTEzMTM1NCwiaXNzIjoicHViLTEyNzg1NzUiLCJzdWIiOiJwb3N0LXJlYWN0aW9uIn0.VipuL92Q4TH4uFcIoGmOm_ubE9IbTTnSyolWWLJQleM

It’s this one I found. I suspect it’s why the stock was up 6% yesterday http://mastersinvest.com/newblog/2024/10/15/learning-from-simpson-manufacturings-barclay-simpson#:~:text=Warren Buffett is known for,Manufacturing was a natural target.

there’s a podcast somewhere in which SSD founder claimed Buffett wanted to buy SSD a few years ago and he refused

yeah, it seems there’s not much a big hurdle anymore for this company to succeed, imo. 12/5 decision could be a positive catalyst but even if not it’s inevitable they will start selling in May.