competitive-advantage Posted November 10, 2022 Share Posted November 10, 2022 Added some Maersk A Link to comment Share on other sites More sharing options...
Dave86ch Posted November 10, 2022 Share Posted November 10, 2022 Added to Bitcoin Link to comment Share on other sites More sharing options...
Castanza Posted November 10, 2022 Share Posted November 10, 2022 TSN Link to comment Share on other sites More sharing options...
Spekulatius Posted November 11, 2022 Share Posted November 11, 2022 19 hours ago, Castanza said: TSN That's an interesting one. The CEO / heir sleeping on the couch somewhere and reliving his fraternity years shouldn't really impact fair value all that much. Link to comment Share on other sites More sharing options...
Castanza Posted November 11, 2022 Share Posted November 11, 2022 4 minutes ago, Spekulatius said: That's an interesting one. The CEO / heir sleeping on the couch somewhere and reliving his fraternity years shouldn't really impact fair value all that much. LOL yeah could be interesting to see how this shakes out with the news. I think TSN looks relatively cheap here. Sure, some supply chain issues still but they are chugging along. Trading at a discount to peers, but hoping it drops more with some unsavory news. Very very small starter position and something I'd like to hold long term in the Roth at a 1% position. Link to comment Share on other sites More sharing options...
tnathan Posted November 11, 2022 Share Posted November 11, 2022 Time to buy some SPY puts again...Market making a big rally, Vix under 25, buy some protection in case this is another head fake. Link to comment Share on other sites More sharing options...
LC Posted November 11, 2022 Share Posted November 11, 2022 Do you think SPY puts are the best way to do so? I've been using QQQ and IWM puts Link to comment Share on other sites More sharing options...
Gregmal Posted November 11, 2022 Share Posted November 11, 2022 Tesla puts Link to comment Share on other sites More sharing options...
fareastwarriors Posted November 11, 2022 Share Posted November 11, 2022 9 minutes ago, Gregmal said: Tesla puts What price and expiration you buying while sipping Baccarat bourbon? Link to comment Share on other sites More sharing options...
Gregmal Posted November 11, 2022 Share Posted November 11, 2022 More 170s and also just some lazy mans TSLQ. My only hedge at the moment so its really a lot more than just a "Tesla gone fail" bet. I still firmly believe that if growth cant work with 3-5% rates than Tesla is fucked. TWTR is just entertainment. All while I root for Musk to pull it all off. Link to comment Share on other sites More sharing options...
tnathan Posted November 11, 2022 Share Posted November 11, 2022 2 hours ago, LC said: Do you think SPY puts are the best way to do so? I've been using QQQ and IWM puts No probably not just keeping it simple. These will work if QQQ goes down too. Link to comment Share on other sites More sharing options...
Spekulatius Posted November 14, 2022 Share Posted November 14, 2022 On 11/11/2022 at 9:43 AM, Castanza said: LOL yeah could be interesting to see how this shakes out with the news. I think TSN looks relatively cheap here. Sure, some supply chain issues still but they are chugging along. Trading at a discount to peers, but hoping it drops more with some unsavory news. Very very small starter position and something I'd like to hold long term in the Roth at a 1% position. Bought a few shares of $TSN this AM. Earnings seemed OK in the grand scheme of things. Link to comment Share on other sites More sharing options...
Gregmal Posted November 14, 2022 Share Posted November 14, 2022 Few more VAL warrants Link to comment Share on other sites More sharing options...
Castanza Posted November 14, 2022 Share Posted November 14, 2022 16 minutes ago, Spekulatius said: Bought a few shares of $TSN this AM. Earnings seemed OK in the grand scheme of things. Yeah, still some lingering supply chain issues and the chicken margins might come down but who cares in the long run. Revenue is still solid and overall margins look fine. They managed through a terrible few years and now are trading at a discount to peers. Yeah meat sales are down across the board but so is pretty much everything else in retail/consumer. 5-6x looks cheap enough to me to slowly build a position. Dividend looks safe sitting at a 15% payout ratio. Link to comment Share on other sites More sharing options...
rohitc99 Posted November 14, 2022 Share Posted November 14, 2022 34 minutes ago, Gregmal said: Few more VAL warrants I have been looking at TDW and VAL too. any reason why you picked the warrants over the common ? Link to comment Share on other sites More sharing options...
Gregmal Posted November 14, 2022 Share Posted November 14, 2022 8 minutes ago, rohitc99 said: I have been looking at TDW and VAL too. any reason why you picked the warrants over the common ? Way more leverage and 7 years to double seems mightily doable Link to comment Share on other sites More sharing options...
LC Posted November 15, 2022 Share Posted November 15, 2022 (sold) covered calls on LPX Link to comment Share on other sites More sharing options...
fareastwarriors Posted November 15, 2022 Share Posted November 15, 2022 + $msge Link to comment Share on other sites More sharing options...
RedLion Posted November 15, 2022 Share Posted November 15, 2022 Averaged up on FRFHF and rolled over a big chunk of t bills that matured today to 2/28 t bills at 4.2 ytm. Link to comment Share on other sites More sharing options...
matthew2129 Posted November 16, 2022 Share Posted November 16, 2022 5 hours ago, fareastwarriors said: + $msge +1 Link to comment Share on other sites More sharing options...
Luca Posted November 16, 2022 Share Posted November 16, 2022 (edited) Added a tiny bit of meta Edited November 16, 2022 by Luca Link to comment Share on other sites More sharing options...
Ross812 Posted November 16, 2022 Share Posted November 16, 2022 Sold $50, 18 November Puts on IAC. Link to comment Share on other sites More sharing options...
Saluki Posted November 17, 2022 Share Posted November 17, 2022 Added a little META, FFX India, MU and ATEX. Trimmed a little FFH and ATCO (I am hoping the take private vote fails and I can buy it back lower, but at this price if it goes through then I am not getting much by holding till the end). Link to comment Share on other sites More sharing options...
Gregmal Posted November 17, 2022 Share Posted November 17, 2022 I hate being a scumbag on the short side, but more Tesla short positions Link to comment Share on other sites More sharing options...
LC Posted November 18, 2022 Share Posted November 18, 2022 (edited) Love it. Dipping below the 170s? I use bear spreads and then buy a crazy OOM put for cheap, in case it really crashes hard. Edited November 18, 2022 by LC Link to comment Share on other sites More sharing options...
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