wabuffo Posted September 8, 2020 Share Posted September 8, 2020 LUB at the open - but I may also be selling it today. ??? wabuffo Link to comment Share on other sites More sharing options...
StevieV Posted September 8, 2020 Share Posted September 8, 2020 CVS, ENB, KW Viking, Any thoughts on how and to what extent the virus will impact KW's business? More multi-family in their portfolio than anything, but still have commercial and retail exposure. Multi-family should be less impacted, but some changes from people shifting where they live. Possibly some opportunities as well. SteveV Link to comment Share on other sites More sharing options...
nspo Posted September 8, 2020 Share Posted September 8, 2020 NTDOY, CVS Link to comment Share on other sites More sharing options...
bathtime Posted September 8, 2020 Share Posted September 8, 2020 DMRC. IMO, still cheap even after today's 20% move. Current market cap equivalent to legacy central banks business. Platform optionality starting to come together - of which plastics/recycling is just one of many markets. Baillie Gifford (longterm TSLA investors) owns 6%. https://www.digimarc.com/about/news-events/press-releases/2020/09/08/digimarc-at-center-of-pan-european-development-of-digital-watermarking-for-improved-plastic-sortation-and-recycling Link to comment Share on other sites More sharing options...
Gregmal Posted September 8, 2020 Share Posted September 8, 2020 Bought more 9/25 $100 AAPL puts. Link to comment Share on other sites More sharing options...
Spekulatius Posted September 8, 2020 Share Posted September 8, 2020 NTDOY, CVS CVS getting some love here. I also added a tiny bit. Link to comment Share on other sites More sharing options...
Ice77 Posted September 9, 2020 Share Posted September 9, 2020 JWS - Barry Sternlicht's SPAC Has Barry discussed the industry he might use the funds? "Jaws Acquisition Corp., led by Chairman Barry S. Sternlicht and Chief Executive Officer Joseph L. Dowling, will not be limited to a particular industry or geographic region in its identification and acquisition of a target company, except that it does not intend to pursue real estate, lodging or energy infrastructure assets." Link to comment Share on other sites More sharing options...
petec Posted September 9, 2020 Share Posted September 9, 2020 ATCO, BAM. Link to comment Share on other sites More sharing options...
nspo Posted September 9, 2020 Share Posted September 9, 2020 NTDOY, CVS CVS getting some love here. I also added a tiny bit. I initiated a starter position. Still finishing up my research. Looks compelling at current valuation with mid/high single digit growth. Link to comment Share on other sites More sharing options...
Casey Posted September 11, 2020 Share Posted September 11, 2020 More Dropbox Link to comment Share on other sites More sharing options...
Gregmal Posted September 11, 2020 Share Posted September 11, 2020 Bought some PSTH warrants Link to comment Share on other sites More sharing options...
jgyetzer Posted September 11, 2020 Share Posted September 11, 2020 LILAR. Sucker for a Malone special situation. Link to comment Share on other sites More sharing options...
CorpRaider Posted September 11, 2020 Share Posted September 11, 2020 JBGS, VNO, SLG, EQC, PGRE Link to comment Share on other sites More sharing options...
Lance Posted September 11, 2020 Share Posted September 11, 2020 This week. Adds: BTLCY, DVYE, TPL and WPM New positions: GMOYF (GMO Internet) and GBTC (Grayscale Bitcoin Trust) Options: wrote puts on MMP Thanks Lance Link to comment Share on other sites More sharing options...
Viking Posted September 11, 2020 Share Posted September 11, 2020 FFH (sold BRK, which was up 20% from purchase). So essentially a flip of positions. Link to comment Share on other sites More sharing options...
gfp Posted September 11, 2020 Share Posted September 11, 2020 What is attractive about Grayscale Bitcoin Trust? Why wouldn't you just buy bitcoin directly instead? A 12% premium to bitcoin NAV and a 2% annual expense ratio. Is this just because you want to own bitcoin in an IRA? This week. Adds: BTLCY, DVYE, TPL and WPM New positions: GMOYF (GMO Internet) and GBTC (Grayscale Bitcoin Trust) Options: wrote puts on MMP Thanks Lance Link to comment Share on other sites More sharing options...
Lance Posted September 11, 2020 Share Posted September 11, 2020 Hi GFP, yes, purchased this in my kids IRAs. I hold bitcoin at Coinbase and in wallets. Thanks Lance Link to comment Share on other sites More sharing options...
Spekulatius Posted September 11, 2020 Share Posted September 11, 2020 Small add to CVS and a starter in ANTM. Link to comment Share on other sites More sharing options...
york Posted September 13, 2020 Share Posted September 13, 2020 New positions in Smartsheet SMAR and Teladoc Health TDOC. Smartsheet has preformed well in a crowded market and personally think it is a great product. Teladoc is a company that has aggressively cornered their circle of competence... and I love it. Link to comment Share on other sites More sharing options...
Gregmal Posted September 14, 2020 Share Posted September 14, 2020 Sold some more SPAQ and put proceeds into WFC and JBGS Link to comment Share on other sites More sharing options...
Viking Posted September 15, 2020 Share Posted September 15, 2020 Added to FFH; starter position in FIH (Fairfax India) Link to comment Share on other sites More sharing options...
CorpRaider Posted September 15, 2020 Share Posted September 15, 2020 BAC Link to comment Share on other sites More sharing options...
Gregmal Posted September 15, 2020 Share Posted September 15, 2020 More AAPL puts/short positions. If one gives any credibility to charts representing a psychological leaning of market participants, this is going down...short term at least. Every rally has gotten faded and the event was just a dud. Link to comment Share on other sites More sharing options...
Spekulatius Posted September 15, 2020 Share Posted September 15, 2020 Added to ORI and a bit CVS Link to comment Share on other sites More sharing options...
TwoCitiesCapital Posted September 15, 2020 Share Posted September 15, 2020 More AAPL puts/short positions. If one gives any credibility to charts representing a psychological leaning of market participants, this is going down...short term at least. Every rally has gotten faded and the event was just a dud. +1 Link to comment Share on other sites More sharing options...
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