DooDiligence Posted May 16, 2021 Share Posted May 16, 2021 (edited) After browsing the results of a Google search "Tyler Technologies problems", I have to add chronic integration issues & going live before the system has been thoroughly tested, as a problem. Probably not unique to the industry. Edited May 16, 2021 by DooDiligence Link to comment Share on other sites More sharing options...
cubsfan Posted May 17, 2021 Share Posted May 17, 2021 On 3/26/2021 at 12:53 PM, wabuffo said: DISCK @$33.80 Thanks for this great idea Wabuffo - and explanation on DISCK vs A/B - sold at the open. Link to comment Share on other sites More sharing options...
Gregmal Posted May 17, 2021 Share Posted May 17, 2021 added a bit more JOE Link to comment Share on other sites More sharing options...
wabuffo Posted May 17, 2021 Share Posted May 17, 2021 (edited) Thanks for this great idea Wabuffo - and explanation on DISCK vs A/B - sold at the open. Interesting. I had sold half my position in DISCK when it hit $65, then bought it back in a tax-deferred account at $30-$31 after the Archegos blow-up thinking it was a trading sardine. But I'm going to hold now. Malone and his managers have a great track record maximizing very large, underperforming assets they acquire from smaller base businesses (CHTR + TWC cable). There's a lot of pro-forma cash flow here to play with in the combined HBO/Turner/Discovery/HGTV media assets. I was less enthused about Discovery by itself but am more enthused about the combination. Plus - Discovery is collapsing its multiple-class share structure into a single class after the merger, so owning the K-class, I think one gets an additional scoop of return via the arb to the single class. wabuffo Edited May 17, 2021 by wabuffo Link to comment Share on other sites More sharing options...
Jmac42600 Posted May 17, 2021 Share Posted May 17, 2021 VQS.TO following Connor Haley into this one Link to comment Share on other sites More sharing options...
Castanza Posted May 18, 2021 Share Posted May 18, 2021 Added a little MSGS today (Knicks finally made the playoff) Link to comment Share on other sites More sharing options...
fareastwarriors Posted May 18, 2021 Share Posted May 18, 2021 44 minutes ago, Castanza said: Added a little MSGS today (Knicks finally made the playoff) Randle playing out of his mind. Glad to see the Knicks fun to watch again... Link to comment Share on other sites More sharing options...
cubsfan Posted May 19, 2021 Share Posted May 19, 2021 Buying TEN @ $13.75 - looks like the right time in the auto cycle for this one. Had a blowout Q1. With pent-up demand & low interest rates - the biggest issue seems to be the leverage. Link to comment Share on other sites More sharing options...
Longnose Posted May 20, 2021 Share Posted May 20, 2021 Finally jumped on the BABA train. Link to comment Share on other sites More sharing options...
formthirteen Posted May 20, 2021 Share Posted May 20, 2021 More dog money for my 401 (K9): So much wow. Link to comment Share on other sites More sharing options...
Gregmal Posted May 20, 2021 Share Posted May 20, 2021 Nearly tripled my position in ALCO over the past few days. What do you do when you have maybe 10-15% potential drawdown risk and 10-100% highly probable, eventual upside? Especially with a hard asset play where drawdowns will just be temporary and simply add to the upside? Swing big. Worst scenario IMO is it continues to be dead money and pays you 72c a share(which they're about to start ramping). Cash is trash. Link to comment Share on other sites More sharing options...
wabuffo Posted May 20, 2021 Share Posted May 20, 2021 Live shot of current new ideas landscape for me right now. wabuffo Link to comment Share on other sites More sharing options...
cubsfan Posted May 20, 2021 Share Posted May 20, 2021 ^ HA HA - that's about it! Link to comment Share on other sites More sharing options...
DooDiligence Posted May 20, 2021 Share Posted May 20, 2021 I just bought a new beach towel & plan on averaging up tomorrow with a 12 pack of Red Stripe. Link to comment Share on other sites More sharing options...
Spekulatius Posted May 21, 2021 Share Posted May 21, 2021 KNBE - recent IPO that I learned about in the MF Industryfocus podcast. Cybersecurity play that focuses on Training. Seemed like a timely pick after thr Colonial pipeline disaster that sure must have raised the visibility about fishing attack risks. The stock tanked after earnings and I am not quite sure why. Earnings and CC seemed fine to me. Link to comment Share on other sites More sharing options...
ANP301191 Posted May 21, 2021 Share Posted May 21, 2021 10 hours ago, formthirteen said: More dog money for my 401 (K9): So much wow. @formthirteen you made my week, I have it on repeat Link to comment Share on other sites More sharing options...
K2SO Posted May 21, 2021 Share Posted May 21, 2021 Could not resist starting a position in BRND.A Here's a quick overview: https://mindsetvalue.substack.com/p/the-most-valuable-greenhouse-in-america Link to comment Share on other sites More sharing options...
Broeb22 Posted May 21, 2021 Share Posted May 21, 2021 VZIO...buying the shitco version of ROKU Link to comment Share on other sites More sharing options...
Viking Posted May 21, 2021 Share Posted May 21, 2021 Interfor (iFP.TO). Lumber companies are raining cash. Will pay a $2 special dividend (with likely more to come). Supply / demand imbalance could remain in place for years (BC is not able to ramp production like it historically has dues to mountain pine beetle - in fact it will be reducing production in the coming years). The US South will become the new swing producing region but it will take years for new mills to open. Bottom line, if lumber prices stay above $1,000 for SPF into 2022 all lumber producers are going to earn obscene amounts on money. Time to do a deeper dive this weekend... Link to comment Share on other sites More sharing options...
cubsfan Posted May 21, 2021 Share Posted May 21, 2021 Bought back DISCK $29.37 Link to comment Share on other sites More sharing options...
Gregmal Posted May 21, 2021 Share Posted May 21, 2021 Been shorting a few PSTH Aug and Sept $20 puts. Link to comment Share on other sites More sharing options...
Ismael Posted May 21, 2021 Share Posted May 21, 2021 2 hours ago, Viking said: Interfor (iFP.TO). Lumber companies are raining cash. Will pay a $2 special dividend (with likely more to come). Supply / demand imbalance could remain in place for years (BC is not able to ramp production like it historically has dues to mountain pine beetle - in fact it will be reducing production in the coming years). The US South will become the new swing producing region but it will take years for new mills to open. Bottom line, if lumber prices stay above $1,000 for SPF into 2022 all lumber producers are going to earn obscene amounts on money. Time to do a deeper dive this weekend... Have you looked at ICLTF? Link to comment Share on other sites More sharing options...
Casey Posted May 21, 2021 Share Posted May 21, 2021 recent buys: AMZN, FB, MSFT, V, ETSY, RBLX Nothing special just tech and ad businesses! Link to comment Share on other sites More sharing options...
fareastwarriors Posted May 23, 2021 Share Posted May 23, 2021 been averaging down BTC and ETH. Ouch... Link to comment Share on other sites More sharing options...
blindsquirrel Posted May 24, 2021 Share Posted May 24, 2021 Over the las couple weeks I have been buying Peloton ($PTON) and just published a write up on the company Link to comment Share on other sites More sharing options...
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