bathtime Posted June 1, 2022 Posted June 1, 2022 6 hours ago, lnofeisone said: SNOW starter. Have you worked with SNOW’s tech, @lnofeisone?
lnofeisone Posted June 1, 2022 Posted June 1, 2022 1 hour ago, bathtime said: Have you worked with SNOW’s tech, @lnofeisone? Yes and would say their products are top notch, on their own or when compared to competition (I've worked with Databricks, Redshift, etc.). I am already down $4/share on my purchase but I'm comfortable scaling in as this keep dropping.
Gregmal Posted June 2, 2022 Posted June 2, 2022 Quadrupled my position in EPSN yesterday and today. Nice setup there.
lnofeisone Posted June 2, 2022 Posted June 2, 2022 1 hour ago, Gregmal said: Quadrupled my position in EPSN yesterday and today. Nice setup there. Not familiar with this one (and probably shouldn't be given how excessively overweight I am in energy). What's the set up here?
sfbm21 Posted June 2, 2022 Posted June 2, 2022 37 minutes ago, Spekulatius said: Added to DPW.DE / DPSGY yesterday. What is thesis here. Dividend? German govt ?
Gregmal Posted June 2, 2022 Posted June 2, 2022 13 minutes ago, lnofeisone said: Not familiar with this one (and probably shouldn't be given how excessively overweight I am in energy). What's the set up here? Underfollowed OTC stock that uplisted to Nasdaq few years ago. Super conservatively managed. No debt. Pretty much, but not quite a royalty company...they dont drill. Assets predominantly in Marcellus and operated by CHK. Latest update showed encouraging results in OK which should materially ramp the earnings. Selling from large shareholders putting a lid on stock. Company using this to repurchase shares. Large existing insider ownership. Current dividend yield is 3.5% which should only go higher. Check their May 31 release for latest updates but seems super low risk given the macro backdrop.
Spekulatius Posted June 2, 2022 Posted June 2, 2022 31 minutes ago, sfbm21 said: What is thesis here. Dividend? German govt ? DPW (DHL essentially) is a very cheap and well managed international logistics company. German government is not relevant here. Dividends and share buybacks provide a nice capital return.
lnofeisone Posted June 2, 2022 Posted June 2, 2022 55 minutes ago, Gregmal said: Underfollowed OTC stock that uplisted to Nasdaq few years ago. Super conservatively managed. No debt. Pretty much, but not quite a royalty company...they dont drill. Assets predominantly in Marcellus and operated by CHK. Latest update showed encouraging results in OK which should materially ramp the earnings. Selling from large shareholders putting a lid on stock. Company using this to repurchase shares. Large existing insider ownership. Current dividend yield is 3.5% which should only go higher. Check their May 31 release for latest updates but seems super low risk given the macro backdrop. Thanks and looks interesting. Feels like they are somewhat ahead of the curve without debt and already doing repurchases in the $7 range. Good floor for sure. They will also have a pile of cash come year end.
KPO Posted June 4, 2022 Posted June 4, 2022 A bit more AIV @ $6.20; Hopefully it will go sub $5.50 again so I can make more serious purchases.
Blugolds Posted June 9, 2022 Posted June 9, 2022 Sold BRK puts <300, 9 days out…bid wasn’t super sexy but its easy money and the volume sold was enough to make it enticing. Heads/tails I win as I’m sitting on a ton of cash from a recent home sale and would like to put it to work in some capacity. I’ll likely keep doing this until I get assigned over the next couple weeks/months.
boilermaker75 Posted June 9, 2022 Posted June 9, 2022 8 hours ago, Blugolds11 said: Sold BRK puts <300, 9 days out…bid wasn’t super sexy but its easy money and the volume sold was enough to make it enticing. Heads/tails I win as I’m sitting on a ton of cash from a recent home sale and would like to put it to work in some capacity. I’ll likely keep doing this until I get assigned over the next couple weeks/months. I wrote June 10 expiration 302.5 and 305 puts yesterday.
backtothebeach Posted June 9, 2022 Posted June 9, 2022 9 hours ago, Blugolds11 said: Sold BRK puts <300, 9 days out…bid wasn’t super sexy but its easy money… Don’t jinx it by saying ‘easy money’ lol. Selling 200 strike puts on March 4, 2020 was easy money, too - five months later.
boilermaker75 Posted June 9, 2022 Posted June 9, 2022 Wrote some AMZN 115-strike June 10 expiration puts for $0.32 per share.
aws Posted June 9, 2022 Posted June 9, 2022 8 hours ago, backtothebeach said: Don’t jinx it by saying ‘easy money’ lol. Selling 200 strike puts on March 4, 2020 was easy money, too - five months later. I still have some covid era short BRK puts in my accounts that will expire soon, including some $110 puts where I got 8.50 premium. Those were the days.
Spekulatius Posted June 10, 2022 Posted June 10, 2022 12 hours ago, fareastwarriors said: CLPR Same here. piggybacking on @BG2008 research.
BG2008 Posted June 10, 2022 Posted June 10, 2022 Manhattan and Brooklyn rent recovery - Nuts We're getting back to 2019 and go higher from there
Cod Liver Oil Posted June 10, 2022 Posted June 10, 2022 Will be adding to DIS and NTDOY today thinking the best IP in the world has inflation + characteristics.
Ulti Posted June 10, 2022 Posted June 10, 2022 1 hour ago, BG2008 said: Manhattan and Brooklyn rent recovery - Nuts We're getting back to 2019 and go higher from there https://www.bloomberg.com/graphics/2022-manhattan-real-estate-moving-data/
aws Posted June 10, 2022 Posted June 10, 2022 A little more Berkshire now that we have a 2 handle again. Also some more PSH.AS.
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