Castanza Posted April 20, 2021 Posted April 20, 2021 (edited) MO, APTS, GRBK, ETSY Edited April 20, 2021 by Castanza
changegonnacome Posted April 20, 2021 Posted April 20, 2021 On 4/16/2021 at 12:30 PM, Gregmal said: Added a bit more of MSGS. Why S over E.....seeing as Dolan & E are effectively stealing S ......you anticipating alternative bidders coming in?
Gregmal Posted April 20, 2021 Posted April 20, 2021 (edited) 35 minutes ago, changegonnacome said: Why S over E.....seeing as Dolan & E are effectively stealing S ......you anticipating alternative bidders coming in? I have both. S just seems relatively cheaper with much less risk. Just less of a catalyst/reopening play. Dolans done mighty fine in regards to creating shareholder value over the years, so Id expect that to continue. EDIT: also added a few JOE today Edited April 20, 2021 by Gregmal
Agrippa07 Posted April 20, 2021 Posted April 20, 2021 added to MO and smaller additions to BABA, VIAC and DISCK
SleepyCapital Posted April 20, 2021 Posted April 20, 2021 Starter position in Gores Holdings (GHVI), which is down 50% from February high and being slammed along with all the other SPAC's and technology stocks despite already locking in a very interesting business (Matterport). I (think) could be a multi-bagger.
wabuffo Posted April 20, 2021 Posted April 20, 2021 (edited) IDN - Intellicheck. Very speculative micro-cap. Could be a mistake. Edited April 20, 2021 by wabuffo
MattR Posted April 20, 2021 Posted April 20, 2021 Increased my positions in Mo and BTI. Was cheap before even cheaper now.
changegonnacome Posted April 21, 2021 Posted April 21, 2021 9 hours ago, Gregmal said: I have both. S just seems relatively cheaper with much less risk. Just less of a catalyst/reopening play. Dolans done mighty fine in regards to creating shareholder value over the years, so Id expect that to continue. EDIT: also added a few JOE today Got ya makes sense - I've read a couple of articles, one recently with Pete Townsend from the Who and he was talking about touring artists fighting over venue availability.......bodes well for MSG, Radio City, Beacon, Chicago Theatre etc.
Ilyich Posted April 21, 2021 Posted April 21, 2021 FLOW Traders - a forward PE of 6x and a dividend yield of "a lot". Its normally a hedge position but its performing more like a deep value stock that one would long.
Libs Posted April 22, 2021 Posted April 22, 2021 On 4/20/2021 at 10:26 AM, wabuffo said: IDN - Intellicheck. Very speculative micro-cap. Could be a mistake. Wabuffo This is interesting. Hard to see if their current edge in technology lasts. But the CEO has a good record of growing & selling off businesses.
wabuffo Posted April 22, 2021 Posted April 22, 2021 I'll start a new topic to discuss - if you like. I think their technological edge will last for quite a while. wabuffo
Libs Posted April 22, 2021 Posted April 22, 2021 1 hour ago, wabuffo said: I'll start a new topic to discuss - if you like. I think their technological edge will last for quite a while. wabuffo Sure!
Jmac42600 Posted April 22, 2021 Posted April 22, 2021 Just bought some PLBY and PCT. Both recently went public via SPAC, have wide moats, and have a lot of growth potential ahead.
Gregmal Posted April 22, 2021 Posted April 22, 2021 Started a plain vanilla short on NFLX. ~1.5% position.
LC Posted April 22, 2021 Posted April 22, 2021 (edited) I did the same. Prefer puts but the premium is a bit high. NFLX has quite a bit of headwinds ahead of it. Competition is not going anywhere and will just intensify, I am not sure where they can squeeze additional growth, and with COVID winding down, my guess is more people would prefer to be outside vs. their living room. I also rarely short so this is a smaller % of the portfolio compared to Greg's above. Edited April 22, 2021 by LC
Charlie Posted April 23, 2021 Posted April 23, 2021 Bought some Berkshire b shares. Business results should be very good and there could be a pre-Berkshire annual meeting rallye.
blindsquirrel Posted April 23, 2021 Posted April 23, 2021 Im buying some Etsy , the next decade is gonna be fun ! https://blindsquirrel.substack.com/p/etsy-the-power-of-special
Castanza Posted April 23, 2021 Posted April 23, 2021 5 hours ago, blindsquirrel said: Im buying some Etsy , the next decade is gonna be fun ! https://blindsquirrel.substack.com/p/etsy-the-power-of-special Agreed, enjoyed the writeup. I've been accumulating a position as well. 1
Castanza Posted April 23, 2021 Posted April 23, 2021 (edited) Small position in JOE, added to ETSY. APTS Edited April 23, 2021 by Castanza
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