rkbabang Posted January 4, 2022 Posted January 4, 2022 Went on a buying spree today. No new positions, but added to: AIV $5 calls (2024) EPD MSGE SE SRUUF WMB BTC
CafeB Posted January 5, 2022 Posted January 5, 2022 On 12/20/2021 at 12:21 PM, CafeB said: AMBP -- beverage can pure-play -- significant growth investments with attractive returns AMBP -- added capacity "fully backed" by multi-year agreements with customers -- mix shift to speciality cans
BG2008 Posted January 5, 2022 Posted January 5, 2022 35 minutes ago, CafeB said: AMBP -- added capacity "fully backed" by multi-year agreements with customers -- mix shift to speciality cans Common or warrants?
rkbabang Posted January 5, 2022 Posted January 5, 2022 2 hours ago, CafeB said: AMBP -- added capacity "fully backed" by multi-year agreements with customers -- mix shift to speciality cans Are you worried about the price of aluminum going significantly higher?
KPO Posted January 6, 2022 Posted January 6, 2022 3 hours ago, fareastwarriors said: VICI and TPHS Same on TPHS
CafeB Posted January 6, 2022 Posted January 6, 2022 8 hours ago, BG2008 said: Common or warrants? Common. I don't have experience investing in warrants. I would be interested in learning more about them. 5 hours ago, rkbabang said: Are you worried about the price of aluminum going significantly higher? Good question. Thanks. I've started a new topic for AMBP and included an answer given by management.
Thrifty3000 Posted January 6, 2022 Posted January 6, 2022 Bought a basket of beat up AF Chinese stocks over the last few days. Around 1% position each. Will check back on how they’re doing in 5 or 10 years: BABA PDD TCEHY
Thrifty3000 Posted January 7, 2022 Posted January 7, 2022 Added JD yesterday to round out my China basket. The basket is about 4% of my portfolio.
Longnose Posted January 7, 2022 Posted January 7, 2022 Bought MOMO 10$ calls for April yesterday. MOMO has announced a special dividend for the past several Februarys and usually has a nice run up into mid Feb. Short term speculative play.
jasonchin Posted January 7, 2022 Posted January 7, 2022 Two high FCF plays (*not the best industries): MGI - turnaround play with a pivot to digital. 100M FCF with a 800M mkt cap. ARC - boring printing business with an improved capital str. 40-50M FCF with 150M mkt cap
Spekulatius Posted January 8, 2022 Posted January 8, 2022 1 hour ago, Libs said: Ditto. I added some shares as well.
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