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wisowis

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  1. Just to follow-up on my previous post about the Artis prefs, the option to convert to an open-end trust was approved at the latest shareholder meeting. And in the Q1 earnings call, Samir brings up the redemption of the prefs:
  2. I think Warren let it slip before Charlie:
  3. I saw this interesting thread on twitter that the Artis preferreds will likely need to be redeemed because of their (desired) switch from a closed-end to an open-end trust:
  4. Below is from the last conference call in October. If FFH has short exposure after saying this...
  5. https://www.businesswire.com/news/home/20201201005424/en/AWS-and-BlackBerry-Join-Forces-to-Accelerate-Innovation-with-New-Intelligent-Vehicle-Data-Platform AWS and BlackBerry Join Forces to Accelerate Innovation with New Intelligent Vehicle Data Platform
  6. Added to QIS.V In the past week: Added to NVU.UN, CSU.TO Initiated BYD.TO, DRM.TO
  7. Warren Buffett’s Berkshire Hathaway buys stakes in Japan’s five leading trading companies https://www.cnbc.com/2020/08/30/warren-buffetts-berkshire-hathaway-buys-stakes-in-japans-five-leading-trading-companies.html The official news release: https://www.berkshirehathaway.com/news/aug3020.pdf
  8. Sold OPT.TO (Figured all the shenanigans would lead to a pop sooner rather than later. For more info on the story, I found this post: https://chaptertwelvecapital.com/post/optiva-the-perils-of-a-controlling-shareholder/ ).
  9. US CPI out this morning for April, -0.8%, following a -0.4% for March. https://data.bls.gov/timeseries/CUSR0000SA0?output_view=pct_1mth Sitting at 256.4 right now. More details by category: https://www.bls.gov/news.release/cpi.t01.htm Many of the categories with large weights haven't budged, like Shelter, interestingly.
  10. Curious what merger arbs people are looking at, given how much spreads have blown out now. I recently posted a thread for NorthView REIT (cash offer of $36.50, currently trading at ~$32), but here are a couple images from FT (h/t PlanMaestro) with some of the spreads on recent deals: https://pbs.twimg.com/media/EUURmKDWkAAoZUZ?format=jpg&name=large https://pbs.twimg.com/media/EUUR442XgAc0a6l?format=jpg&name=large
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