enoch01

This may be the most exciting thread since the GFC days.

Diageo Is at a 5 year low and is getting interesting.

cc: the “have we finally hit the bottom” thread

Be well Picasso. Thanks for sharing more of your story. It’s inspirational.

“I’d rate it a 10,” Trump said at a White House press briefing Monday when asked by a reporter how he would rate his response to the pandemic. https://thehill.com/homenews/administration/487883-trump-gives-himself-10-out-of-10-on-coronavirus-response Surprised he didn’t say “11”. Notwithstanding, it was the most realistic conference so far, and for that reason offers a glimmer of hope that we will get our act together.

Asset-heavy businesses?

-7.5% Sears and CBI competed for the biggest negative contributions. Should have gone levered crypto!

SD, At what price are you buying bitcoin, and at what price are you selling?

I confess to never really understanding it. Here's the conclusion: (my bolding). Isn't it tautological that one should prefer "compelling" investments over cash? That's just what a compelling investment means.

+30%. Unless I start contributing more by posting about ideas, this is probably the last time I will post returns. Pretty lame otherwise. Currently have 80% cash and 20% in Sears common + calls. I am bored.

It's difficult to wait for that first double on the fully hedged portfolio of 4-5 leveraged and optimized positions (netted out, of course). I find that writing BS on message boards helps pass the time - it's easier than sitting on my hands.

Maybe "value shorting" is dead.

Don't do your son's work for him. Tell him to get a job and see how it goes. He's a university student - I consider that an adult. If he was interested in getting hired by anyone here, maybe he would've joined and started messaging people? I'm guessing he hasn't done that, so maybe you can draw some information from that fact.

i just think levine nailed the reasons why the ONLY chance of recovery for private holders is through the courts. he just explained it from a different perspective.

Low.