irnovo Posted April 25, 2021 Posted April 25, 2021 On 4/20/2021 at 1:26 PM, wabuffo said: IDN - Intellicheck. Very speculative micro-cap. Could be a mistake. IDN has nice growth potential and valuation is "cheap". Seems like they use AAMVA/DMV database for ID verification. I am curious do they have exclusive right to the use of databases for ID check? Can any other company also offer similar service by accessing the same databases?
Gregmal Posted April 26, 2021 Posted April 26, 2021 NVDA. Have come around to liking quite a bit the prospects of a long Z at 1%, long NVDA at 1%, and short NFLX at 1.5% trade.
Libs Posted April 28, 2021 Posted April 28, 2021 More CASH, at 3X what I paid a year ago. 10% position now.
wabuffo Posted April 28, 2021 Posted April 28, 2021 More CASH, at 3X what I paid a year ago. 10% position now. Diamond hands, never sell...... LOL wabuffo
fareastwarriors Posted April 28, 2021 Posted April 28, 2021 2 hours ago, formthirteen said: Adding to FB Maybe we should've bought more.
formthirteen Posted April 29, 2021 Posted April 29, 2021 7 hours ago, fareastwarriors said: Maybe we should've bought more. Yes Feels like I am too diversified and FB is one of my high-conviction ideas that I would be comfortable having a 10% position in, but I'm not there yet.
Gregmal Posted April 29, 2021 Posted April 29, 2021 Trimmed some BRKB, added to ARKG short, PTON puts, and picked up a few MSFT+APTS.
Castanza Posted May 3, 2021 Posted May 3, 2021 (edited) Small spec positions in IDN and PLBY thanks @wabuffoand @Jmac42600 Edit: a little more ATCO before earnings.... Edited May 3, 2021 by Castanza
maplevalue Posted May 4, 2021 Posted May 4, 2021 started position in Morguard North American Residential REIT (MRG.UN)
Gregmal Posted May 5, 2021 Posted May 5, 2021 (edited) On 5/3/2021 at 1:09 PM, Gregmal said: added to ALCO Don't feel like starting a separate thread, but nice release here. https://www.alicoinc.com/news/detail/1359/alico-inc-announces-strategic-actions-to-increase So again, not the most exciting setup, but to me its a great quasi cash alternative(or free-2% carry if you've got some balls and some margin tolerance). Similar to FRP Holdings setup. You've seen the stress tested downside last year. Now there's material changes to the upside, and a proven management team. Alico has quietly taken some very positive and pro shareholder steps. The targeted ~40M annual EBITDA in a few years makes this compelling and still gives you a lot of free call options. And yea, there's started to be interest in the land. Which IMO is definitely not the best located land in FL, but FL land nonetheless and the soil they are situation on is ideal for building w/ high sand content. If, as alluded to by management, land sales start coming in(some already under contract), you could get a massive rerating here. Regardless, should see continued balance sheet improvement, cash flow ramp, and dividend increases. Just my 2C. Feel free to short it as well. Edited May 5, 2021 by Gregmal
formthirteen Posted May 5, 2021 Posted May 5, 2021 More ALCO yesterday (Thanks Gregmal). More VNT today.
John Hjorth Posted May 5, 2021 Posted May 5, 2021 Added to BAM last week, and added to BAM & SCHO.CPH today.
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