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sleepydragon

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sleepydragon last won the day on July 13 2023

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  1. sleepydragon
    no BF?
  2. sleepydragon
    that’s not what I concluded from reading this story. Howie is a “do-er”. Takes initiatives and get things done. Who else you know traveled to a war zone a dozen times. He’s compassionate and full of passion, and is responsible.
  3. sleepydragon started following Quality companies at 52 week lows
  4. sleepydragon
    Caci, BAH, LMT got killed by doge recently
  5. sleepydragon
    Nobody talking about FNMA.. already up 49% in 2025
  6. sleepydragon
    the preferred could worth More than par too if they converted into new equity. i bought some commons, to “hedge” the upside if common is wiped out, my gains on the perferred will more than cover my entire common position.
  7. sleepydragon
    Fannie and Freddie Stocks Surge on Hope for End to U.S. Control. It Won’t Be Easy. https://www.barrons.com/articles/fannie-mae-stock-freddie-mac-fnma-privatization-db92f622?st=Gjrmu3
  8. sleepydragon
    I didnt find any article from barrons on SOC though
  9. sleepydragon
    this was many years ago , it was a small company that owned a lot of lands in texas and they found oils
  10. sleepydragon
    this was many years ago , it was a small company that owned a lot of lands in texas and they found oils
  11. sleepydragon
    According to Li Lu, when Munger is 99 years old, he found an idea reading Barron’s and bought a stock that everyone hated and politically incorrect to buy, and the stock has doubled. Any guess what it could be?
  12. sleepydragon
    My personal feeling is Ackman is doing all these to rally more retail shareholders to join his camp, and using this to push the administration for a better deal for common shareholders. On one hand this might work, on the other hand he is doing this because he must have figured he need to do something like this because there’s a real chance his commons will be wiped out.
  13. sleepydragon
    though i think he said only 2% of his AUM is invested in this—- unless he has significantly increased it during the last few weeks/months. On the other hand, he is already a 10% holder, so there should be new filings if he bought more..
  14. sleepydragon
    i followed Dinar into COKE and made money. that was a very good pick.
  15. sleepydragon
    I doubled my Fannie mae positions post election also, oxy and cvx
  16. sleepydragon
    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)
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