sleepydragon

I feel like I need to put on some hedges in this market... Marco, do you have any suggestions for shorting? preferable ETFs?

The GOAT is right betting on this guy! Young man is solid (young relative to Buffett, not me).

Interesting. So greg maybe thinking about buyback and he asked warren?

I agree. Someone pointed out to me that they need the money to finish up multiple big trials, but they choose to do ATM instead of a new offering, which is very bullish. With ATM it means 1. it's optional depending on the market price, and 2. they sell at the market price to all investors at the time they choose (versus a discounted price to hedge funds) , which is more shareholder friendly, and 3. this means buyouts is Not off the table. And $1b is only 4-5% dilution.

I like greg reiterating two most important pillar of culture, in my opinion -- decentralized managements and centralized capital allocation.

Bought more rvmd for the last two days

I see. So essentially you are shorting one year put + put up cash. The yield is basically interest rate + put premium.

Bro just announced a buyback deal with bank of America, which rate Bro as neutral and has no rating of AJG. Maybe boa will upgrade Bro after the buyback:)

Bought fds bro for mother in law!

There’s no way this AI thing is going to hurt MCO’s business. Even SPGI’s missed earning call is largely due to its business intelligence division which has nothing to do with MCO’s business. FDS’s sell off is also too much. FDS provides some very unique data and they partner with other firms (including SPGI like) which wrap AI on top of their data and deliver to customers. No matter if u buy it from ChatGPT or SPGI , u need to pay license fee to fds. Of course, maybe they are being hurt because buyside seats are shrinking, but still mid teen PE is just too cheap..

Haha. Me too today.

Mco nvo

What does this mean? How are u buying it?

ABVX RVMD CYTK

ABVX

42%

Maybe the potential of being ceo cuz he was also on the board of jpm

I chickened out this morning and sold 3/4 of my fnmas.

I found all the messages from my wife to me complaining about brk’s stock price since july and sent back to her. Among them, my favorite: “brk is as annoying as you”

Not necessarily, cuz the weight of various index of brk will increase due to more shares become free float, providing support to the stocks has etfs will have to buy more brk to minic the index

i think trump could benefit from this because the proceeds can to the sovereign fund which will buy cryptos. It also make reduced debt on govt balance sheet so he can push more tax cut

Pop mart (PMRTY)

sold more etha puts after previous batches expired .

Bought CDTX and added to ABVX

13Fs and social media:) Also one of my friend’s friend runs one of the top 10 biotech fund inspired me to study these stocks