Castanza

Added to AIV past few days

Because humans are irrational. Always have been and always will be. = opportunity

Right?!? @james22 put the pinky down man

The Doha Agreement came with stipulations. The Taliban had commitments that they had to keep or the US was not obligated to withdraw. Biden used the Trump agreement as a scapegoat argument for being weak. Biden should have free a pair and told the Taliban the US isn’t leaving until they abide by the terms agreed upon. Biden had ZERO obligation to withdraw. eh, this is too far into the weeds at this point. How are we making money off all this?

Pretty interesting, thanks for sharing. If I may, which part of Ukraine are you from? East or West?

Eric you should go talk to some troops and see how they feel about current leadership vs the last administration. Obama was generally fine with most troops and pretty balanced. But definitely had US troops on a tight leash. Trump had the troops backs and let them do what they do best. The objective went from allowing OSIS to exists, to eradicating ISIS (ask Eddie Gallagher, Mark de Alencar Moab bomb response). The jury is still out in Biden though. I know first consensus is almost nobody trusted him. Guess we will see

From an outsiders perspective the country seems to be very fractured regarding support for and against Russia. Just curious if you could break it down. There is definitely some support there for Russia (probably a minority). If I had to guess most pro support is in the older generations who look back with some nostalgia of a “united purpose” while ignoring the terrible conditions they endured under the Soviet’s. Didn’t Crimea have a 97% vote to join Russia back in 2014 (example of pockets of support). Situation is very complex and I wonder if sanctions will just escalate matters. Further, sanctions on Russia will also affect Ukraine. I thought the below video was the best no bullshit no bias explanation of the situation. If I had to guess at what happens? Ukraine receives a haircut in the landmass department. Russia takes pro Russian/Russian speaking eastern Ukrainian regions and establishes a border they feel more “comfortable” defending against NATO. Who knows though, this stuff is never predictable.

AIV

AIV

We'll see what happens with earnings tomorrow MT had a decent print today (ran up a lot the past two weeks) EPS forecast: $3.39 Revenue forecast: $20.57 B EPS BEAT @ $3.93 REVENUE BEAT @ $20.806 B

Trimmed some more 2/11 $22 strike $0.11 calls at $0.48 this morning

*US Jan Consumer Prices +0.6%; Consensus +0.4% *US Jan CPI Ex-Food & Energy +0.6%; Consensus +0.4% *US Jan Consumer Prices Increase 7.5% From Year Earlier; Core CPI Up 6% Over Year *US Jan CPI Energy Prices +0.9%; Food Prices +0.9%

Closed a third my CLF call options for 68% gain

BABA

BABA

I couldn't find it when searching "ZIM", but I also do not understand how the search function works on this site anymore..... Sitting on 1b cash right now and the CEO seems pretty motivated to secure long-term contracts which would really put a damper on the bear case. Guess we will find out soon enough.

Some speculative CLF 2/11 Calls @ $0.10 Strike 22

Tracker in ZIM Has anyone looked at this? Basically a spot price dependent shipping company. Risk is they are subjected to spot prices but it seems they are well after securing longer term contracts. 15% dividend...CEO talking about buybacks, securing LNG ships, etc. https://en.wikipedia.org/wiki/ZIM_(shipping_company) Obviously a huge risk buying this, but with Supply Chain issues going on the next year could be worth a small speculative position. CEO in a recent podcast https://seekingalpha.com/article/4480682-zim-integrated-shipping-market-updates-for-2022-podcast-transcript Attached a doc with current financials ZIM Financials.docx

F%ck it.....Starting a small position in BABA

Adding to NTDOY Starter ATUS

INTC

Short term probably. But long term I think this sector will outperform. I'm picking up some here as well.

INTC

T