throw123 Posted January 28, 2022 Share Posted January 28, 2022 added to intc Link to comment Share on other sites More sharing options...
boilermaker75 Posted January 28, 2022 Share Posted January 28, 2022 On 1/27/2022 at 10:12 AM, boilermaker75 said: I wrote some Jan 28 expiration, 47.5-strike puts for $0.31. I bought back the Jan 28 expiration, 47.5 strike puts for $0.67 and sold the Feb 11 expiration, 46-strike puts for $1.06 Link to comment Share on other sites More sharing options...
linus_md Posted January 28, 2022 Share Posted January 28, 2022 Bought a starter in AMZN. Link to comment Share on other sites More sharing options...
LC Posted January 28, 2022 Share Posted January 28, 2022 (edited) Took some trading profits Starter position is good ole Disney Also curious re: the previous comment on Belpointe OZ re tax deductions. Per their whitepaper you can invest capital gains realized from any investment from the prior 180 days, into OZ, and claim a tax deduction on those - not realizable for the lesser of 10 years or when you sell OZ? Why not take all my cap gains over the last 5 months of 2021 - buy OZ for that amount, sell OZ a few days later, and defer that entire taxable amount to 2022? Could I then repeat the process in another 180 days? wp here: https://belpointeoz.com/wp-content/uploads/2022/01/Opportunity-Knocks-White-Paper-1.22.2022.pdf Edited January 28, 2022 by LC Link to comment Share on other sites More sharing options...
gfp Posted January 28, 2022 Share Posted January 28, 2022 Your theory probably explains the huge volume right before year end and big sell-off right after year end. Link to comment Share on other sites More sharing options...
Castanza Posted January 28, 2022 Share Posted January 28, 2022 INTC Link to comment Share on other sites More sharing options...
Spekulatius Posted January 28, 2022 Share Posted January 28, 2022 Added a bit to PSMT (the other Costco). Starter in BAH. Link to comment Share on other sites More sharing options...
nwoodman Posted January 28, 2022 Share Posted January 28, 2022 Starter position in DIS on the open. Hardly crazy cheap but it was an itch that needed to be scratched. At <$120 it becomes more interesting Link to comment Share on other sites More sharing options...
formthirteen Posted January 31, 2022 Share Posted January 31, 2022 Bought back SPOT and PDD. Also bought STNE. I'm sure their stock prices will be volatile. Growth is back, for today? Link to comment Share on other sites More sharing options...
competitive-advantage Posted January 31, 2022 Share Posted January 31, 2022 Starter in Googl. They show me more and more ads on Youtube and I still like their service. They can do the same on their other services. Link to comment Share on other sites More sharing options...
Castanza Posted January 31, 2022 Share Posted January 31, 2022 (edited) Adding to NTDOY Starter ATUS Edited January 31, 2022 by Castanza Link to comment Share on other sites More sharing options...
Pelagic Posted January 31, 2022 Share Posted January 31, 2022 Starting a position in PYCO for the second time around. Link to comment Share on other sites More sharing options...
StevieV Posted February 1, 2022 Share Posted February 1, 2022 On 1/24/2022 at 1:23 PM, RedLion said: Added to BX today. Great timing. Link to comment Share on other sites More sharing options...
RedLion Posted February 1, 2022 Share Posted February 1, 2022 15 hours ago, StevieV said: Great timing. Thank you! Wish it had still been sitting at $102 when I had a bunch of dry powder land in my account 2 days later.. Link to comment Share on other sites More sharing options...
perulv Posted February 1, 2022 Share Posted February 1, 2022 On 1/27/2022 at 9:00 PM, Spekulatius said: I don't think it's supply chain issues that are whacking the stock. I believe the concern is about waning demand. TER just had a hiccup where demand wasn't as expected. This can happen very quickly in the semi equipment space. Perhaps this time is different. Certainly the industry cycles have mellowed out somewhat, but I don't think they are entirely gone, especially in Semi equipment. Also, the insiders and employees know when the jig is up before any of us do. The general idea is that if everyone has put in huge orders to these suppliers (that seem to all be dropping in price now), and at some point all these orders are filled, everyone suddenly has all the <whatever the suppliers produce>, and the demand drops? Are you staying away from (buying in) this space altogether atm. @Spekulatius? Link to comment Share on other sites More sharing options...
Spekulatius Posted February 1, 2022 Share Posted February 1, 2022 1 hour ago, perulv said: The general idea is that if everyone has put in huge orders to these suppliers (that seem to all be dropping in price now), and at some point all these orders are filled, everyone suddenly has all the <whatever the suppliers produce>, and the demand drops? Are you staying away from (buying in) this space altogether atm. @Spekulatius? Yes, that's the concern in a nutshell. These type of boom busts have occurred with semiconductors and other components many times. I have seen tis personally at work over and over. it happens because purchasing organizations collectively can panic just as much as any individual human can. Just a recent example - the company I work for produces components that get used in medical equipment including respiratory equipment. Guess what, business went gangbusters early in 2020 and volumes went up and up faster than we could deliver until late 2021. Then they went to....zero. Word from the customer is that they have inventory for at least 12 month that they need to burn through. The same thing happens again and again. I do think especially right now with all the supply chain issues, there is a lot of double ordering going on (likely exaggerating the very real underlying issue) in many different parts in manufacturing and supply chains. These are ripples that all come from the COVID-19 shock that hit supply chains at different points in time, depending on products, lead time, raw materials, labor availability. It will take a long time until these ripples have made it through the system, but eventually it will happen. Link to comment Share on other sites More sharing options...
CafeB Posted February 1, 2022 Share Posted February 1, 2022 (edited) 3 hours ago, perulv said: if everyone has put in huge orders to these suppliers (that seem to all be dropping in price now), and at some point all these orders are filled, everyone suddenly has all the <whatever the suppliers produce>, and the demand drops? Offset in part by services for larger installed base? Edited February 1, 2022 by CafeB Link to comment Share on other sites More sharing options...
Gregmal Posted February 1, 2022 Share Posted February 1, 2022 July and September NFLX puts Link to comment Share on other sites More sharing options...
RedLion Posted February 2, 2022 Share Posted February 2, 2022 Started a new position in OWL. There are some warrants on this one I'm sniffing around as well. Link to comment Share on other sites More sharing options...
perulv Posted February 2, 2022 Share Posted February 2, 2022 Small position in Ørsted (ORSTED.CO). Not cheap, but less pricy now that everything "green", both crappy and good businesses, have come down in price. Decent fundamentals in an obviously increasing market. Link to comment Share on other sites More sharing options...
Castanza Posted February 2, 2022 Share Posted February 2, 2022 F%ck it.....Starting a small position in BABA Link to comment Share on other sites More sharing options...
Longnose Posted February 2, 2022 Share Posted February 2, 2022 44 minutes ago, Castanza said: F%ck it.....Starting a small position in BABA Welcome to the club Link to comment Share on other sites More sharing options...
Castanza Posted February 2, 2022 Share Posted February 2, 2022 1 hour ago, Longnose said: Welcome to the club Link to comment Share on other sites More sharing options...
RedLion Posted February 2, 2022 Share Posted February 2, 2022 Just started a decent sized new position in PYPL after-hours at 129.60 Link to comment Share on other sites More sharing options...
RedLion Posted February 2, 2022 Share Posted February 2, 2022 Also initiated a decent sized position in FB at $252.64/252.75 after hours. Link to comment Share on other sites More sharing options...
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