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Posted
On 1/19/2026 at 5:50 PM, 73 Reds said:

Would like to have placed a bid for Fairfax today but our markets were closed.  Maybe tomorrow.

 

Hope your market was closed Tuesday and Wednesday too!

 

Posted
24 minutes ago, villainx said:

 

Hope your market was closed Tuesday and Wednesday too!

 

Nah, but missed the downdraft this a.m.  No biggie, there's always a next time.

Posted
2 hours ago, villainx said:

what happened with OWL and the other asset managers?

Quote

Bessent Urged by Warren to Probe 'Opaque' Data Center

 

Posted

Added some Coupang long dated calls, and sold some puts on it.  Got fills on some micro caps that I had resting bids on for a few days, TableTrac and Progressive Planet. 

Posted (edited)

Rolled half of my 30$ SILJ leaps into 54$ ones, took profit (200%) on the other half.

 

Will probably use the profits for CPNG, djeez what happened there. 

Edited by Paarslaars
Posted

I bought a little ZETA and started a new position in Constellation that I'll build slowly as I keep studying it. Bought more Coupang when it was down at the AM, but it kept going down, so I stopped buying, and figured I would check back at the close and buy it wherever it bottomed out, but it finished up for the day. 😭 I didn't want to go too heavy, because I have some puts expiring and I might get assigned more shares soon. 

 

 

Posted

Bought some CSG on the Amsterdam Exchange - starter position, but I think European defense stocks are in a secular bull market with the current geopolitical trajectory.

Posted

Yesterday I bought a starter in WRLG.v at 1.37. The Madsen mine just opened and I am playing an extended Lassonde curve here, 600tpd of high grade working towards 800tpd. It is absolutely artic cold in NW ontario right now so I am not expecting any fireworks but the mine is open and operating with a slightly elevated AISC due to the seemingly high end operation. If the can work those number down while increasing production we should be halfway up the second ramp on the Lassonde curve. Plan today is to get to 1.90 within the next few Q's and revaluate. 

 

Also some CROX and FFH

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