What are you buying today?

[Gregmal]

More hedging. Plus with inflation it’s better than holding cash. 

[GordonGekko69]

1 minute ago, Gregmal said:

More hedging. Plus with inflation it’s better than holding cash. 

[kab60]

More FB

[boilermaker75]

wrote 51-strike, March 18 expiration OXY puts for $0.56 per share.

[Spekulatius]

2 hours ago, Gregmal said:

More hedging. Plus with inflation it’s better than holding cash. 

These are expensive Molotov cocktails. This one is in my budget:

https://www.liquorandwineoutlets.com/product-detail/2031-Granite-State-Vodka-Vodka

[Gregmal]

13 minutes ago, Spekulatius said:

These are expensive Molotov cocktails. This one is in my budget:

https://www.liquorandwineoutlets.com/product-detail/2031-Granite-State-Vodka-Vodka

Even after the LAACZ score? Lol  

[Spekulatius]

3 hours ago, kab60 said:

More FB

Same here. This decline gets annoying. I also bought some LNR.TO / LIMAF (Starter)

[formthirteen]

KWEB ETF LEAPS

[CapriciousCapital]

On 3/25/2021 at 2:22 PM, Jmac42600 said:

Just bought some PSTH. The premium has come down significantly to a point where im comfortable paying it. Low downside.

 

What's the story with PSTH? From what I pulled up it's a SPAC from Ackman that somehow has a negative book value?

[Thrifty3000]

BABA Baby!! $80 per share. Unbelievable 

[GordonGekko69]

24 minutes ago, Thrifty3000 said:

BABA Baby!! $80 per share. Unbelievable 

I have a $70 Put expiring on Friday would be insane if this is getting assigned.

[hillfronter83]

I can't help buying some TME LEAPS. At current price, it's priced at half of its 2021 operating income excluding investments/cash. They spent $643m in stock repurchase in the first 3 quarters in 2021. In theory, they can buyback all floating shares with cash on balance sheet. 

[LearningMachine]

8 minutes ago, hillfronter83 said:

I can't help buying some TME LEAPS. At current price, it's priced at half of its 2021 operating income excluding investments/cash. They spent $643m in stock repurchase in the first 3 quarters in 2021. In theory, they can buyback all floating shares with cash on balance sheet. 

 

Hey, I'm curious how are you calculating 2021 operating income?  Last 9 months of 2021 Non-IFRS Net Profit for 9 months of 2021 was $537M USD.  See slide 26 at https://ir.tencentmusic.com/download/3Q21+TME+Investor+Presentation.pdf .

 

Their current market cap is $5.56B USD.

Edited March 14, 2022 by LearningMachine

[hillfronter83]

31 minutes ago, LearningMachine said:

 

Hey, I'm curious how are you calculating 2021 operating income?  Last 9 months of 2021 Non-IFRS Net Profit for 9 months of 2021 was $537M USD.  See slide 26 at https://ir.tencentmusic.com/download/3Q21+TME+Investor+Presentation.pdf .

 

Their current market cap is $5.56B USD.

I'm using the same numbers. My calculation shows they have investments (SPOT, UMG, WMG) and cash worth about $2.96/share. So it's almost a net net stock for the biggest online music platform in China (>50% market share). But obviously there are macro risks I don't know how to value hence only a lottery ticket position for now.

Edited March 14, 2022 by hillfronter83

[ourkid8]

More BABA @ $79

[Agrippa07]

added to FB, KWEB and Prosus 

[Spekulatius]

Added a bit FB the other day. Today, its a starter (restarter actually ) in ADSK, PINS and a few adds here and there.

[Gregmal]

UBER, CPNG adds. BIDU calls 

[boilermaker75]

Wrote 315-strike and 320-strike March 18 expiration puts on BRKB.

 

Wrote 60-strike and 65-strike April 14 puts on MSGE.

[fareastwarriors]

$CLPR

[Spooky]

Opened a position in BABA.

[tay9]

2 minutes ago, Spooky said:

Opened a position in BABA.

Same but with leaps.

[GordonGekko69]

Some PRX, NU and PDD

[fareastwarriors]

CLPR and PCYO

[spartansaver]

BABA Leaps