Gregmal Posted December 30, 2020 Share Posted December 30, 2020 Next legs of the recovery money flow. CLPR and IMAX(LEAPs). Link to comment Share on other sites More sharing options...
chrispy Posted December 31, 2020 Share Posted December 31, 2020 AMT is now my 3rd largest position. Small positions in FROG, GOCO, GDRX Link to comment Share on other sites More sharing options...
Gregmal Posted December 31, 2020 Share Posted December 31, 2020 Added some ARKG April puts. Link to comment Share on other sites More sharing options...
Gregmal Posted January 4, 2021 Share Posted January 4, 2021 Started some MRG.UN, also added a few LHSIF. Trimmed about 10% of my VIX call position as well. Link to comment Share on other sites More sharing options...
Gregmal Posted January 4, 2021 Share Posted January 4, 2021 Also shorted some RICK $17.5 puts with May expiration. Link to comment Share on other sites More sharing options...
lnofeisone Posted January 4, 2021 Share Posted January 4, 2021 Added some ARKG April puts. Sold DNNGY and went for ARKK march puts. Link to comment Share on other sites More sharing options...
Spekulatius Posted January 5, 2021 Share Posted January 5, 2021 Added a bit $LMT Link to comment Share on other sites More sharing options...
Gregmal Posted January 6, 2021 Share Posted January 6, 2021 Started some MRG.UN, also added a few LHSIF. Trimmed about 10% of my VIX call position as well. Swapped DD into BRK, added to ARKG short, bought more ARKK puts, sold LHSIF. Picked up a few more CLPR and MRG-UN. Shorted a bit more BYND as well. Link to comment Share on other sites More sharing options...
LC Posted January 6, 2021 Share Posted January 6, 2021 Bought Berkshire. When there’s trouble in the kingdom, retreat to the castle! Link to comment Share on other sites More sharing options...
cubsfan Posted January 7, 2021 Share Posted January 7, 2021 Bought Berkshire. When there’s trouble in the kingdom, retreat to the castle! Couldn't agree more. +1 Link to comment Share on other sites More sharing options...
york Posted January 8, 2021 Share Posted January 8, 2021 First big purchase of 2021 has been C3.ai (NYSE: AI) Great company who is skating to where the puck is going. Link to comment Share on other sites More sharing options...
LC Posted January 8, 2021 Share Posted January 8, 2021 First big purchase of 2021 has been C3.ai (NYSE: AI) Great company who is skating to where the puck is going. Interesting company. Thanks for sharing. Link to comment Share on other sites More sharing options...
Gregmal Posted January 8, 2021 Share Posted January 8, 2021 Got some LWACU Link to comment Share on other sites More sharing options...
willie2013 Posted January 8, 2021 Share Posted January 8, 2021 MCMJ, HRVSF, CCHWF, CRLBF Link to comment Share on other sites More sharing options...
Spekulatius Posted January 8, 2021 Share Posted January 8, 2021 First big purchase of 2021 has been C3.ai (NYSE: AI) Great company who is skating to where the puck is going. Interesting company. Thanks for sharing. It also has an interesting valuation - roughly 50x forward revenue ( give it take). The Motley Fool Industryfocus Podcast discusses AI in their 12/4 episode. Link to comment Share on other sites More sharing options...
thepupil Posted January 8, 2021 Share Posted January 8, 2021 the barbarous relic Link to comment Share on other sites More sharing options...
LC Posted January 8, 2021 Share Posted January 8, 2021 First big purchase of 2021 has been C3.ai (NYSE: AI) Great company who is skating to where the puck is going. Interesting company. Thanks for sharing. It also has an interesting valuation - roughly 50x forward revenue ( give it take). The Motley Fool Industryfocus Podcast discusses AI in their 12/4 episode. Valuation? What’s that? :D Link to comment Share on other sites More sharing options...
Gregmal Posted January 11, 2021 Share Posted January 11, 2021 Added a few more MX and BAM EDIT: also got allocated some IIIIU Sold some MX. Paid down some margin. Started GILT. Link to comment Share on other sites More sharing options...
willie2013 Posted January 12, 2021 Share Posted January 12, 2021 More cannabis MSOs with emphasis on NY and two cannabis SPACS . Sold all of KNOP. Link to comment Share on other sites More sharing options...
gfp Posted January 12, 2021 Share Posted January 12, 2021 Adding to BRK.B Feb and March 195 Calls this morning Link to comment Share on other sites More sharing options...
sarganaga Posted January 12, 2021 Share Posted January 12, 2021 Added to Dorchester Minerals (DMLP) Link to comment Share on other sites More sharing options...
fareastwarriors Posted January 12, 2021 Share Posted January 12, 2021 Added some BRK.B Link to comment Share on other sites More sharing options...
wabuffo Posted January 12, 2021 Share Posted January 12, 2021 Bought more GTXMQ this morning even though I already had a full position. At this point - its kind of an arb. The Ch.11 plan is providing a put option at $6.25 that will be good until plan is confirmed (likely in Q2, 2021). Haven't decided if I will take the cash or invest in the rights @ $3.50 and get the Series A 11% preferreds plus common shares. wabuffo Link to comment Share on other sites More sharing options...
Spekulatius Posted January 12, 2021 Share Posted January 12, 2021 Bought FB and SRE today. SRE is a well managed utility that I have bought a few times over the year. It trades a t the lower end of its historical valuation range and should be a good low risk trade for 10-15% upside with little risk to principle or longer term hold depending on how things develop. Link to comment Share on other sites More sharing options...
rosemontseneca Posted January 12, 2021 Share Posted January 12, 2021 Bought FB and SRE today. SRE is a well managed utility that I have bought a few times over the year. It trades a t the lower end of its historical valuation range and should be a good low risk trade for 10-15% upside with little risk to principle or longer term hold depending on how things develop. Always liked the idea of owning SRE given the TX utility and exposure to LNG / Mexico growth stories, but never did more than a superficial look due to the CA wildfire noise. Has that been addressed at this point in the wake of PG&E? How do you get comfortable? Link to comment Share on other sites More sharing options...
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