Gregmal Posted March 11, 2022 Share Posted March 11, 2022 More hedging. Plus with inflation it’s better than holding cash. Link to comment Share on other sites More sharing options...
GordonGekko69 Posted March 11, 2022 Share Posted March 11, 2022 1 minute ago, Gregmal said: More hedging. Plus with inflation it’s better than holding cash. Link to comment Share on other sites More sharing options...
kab60 Posted March 11, 2022 Share Posted March 11, 2022 More FB Link to comment Share on other sites More sharing options...
boilermaker75 Posted March 11, 2022 Share Posted March 11, 2022 wrote 51-strike, March 18 expiration OXY puts for $0.56 per share. Link to comment Share on other sites More sharing options...
Spekulatius Posted March 11, 2022 Share Posted March 11, 2022 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 Link to comment Share on other sites More sharing options...
Gregmal Posted March 11, 2022 Share Posted March 11, 2022 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 Link to comment Share on other sites More sharing options...
Spekulatius Posted March 11, 2022 Share Posted March 11, 2022 3 hours ago, kab60 said: More FB Same here. This decline gets annoying. I also bought some LNR.TO / LIMAF (Starter) Link to comment Share on other sites More sharing options...
formthirteen Posted March 11, 2022 Share Posted March 11, 2022 KWEB ETF LEAPS Link to comment Share on other sites More sharing options...
CapriciousCapital Posted March 12, 2022 Share Posted March 12, 2022 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? Link to comment Share on other sites More sharing options...
Thrifty3000 Posted March 14, 2022 Share Posted March 14, 2022 BABA Baby!! $80 per share. Unbelievable Link to comment Share on other sites More sharing options...
GordonGekko69 Posted March 14, 2022 Share Posted March 14, 2022 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. Link to comment Share on other sites More sharing options...
hillfronter83 Posted March 14, 2022 Share Posted March 14, 2022 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. Link to comment Share on other sites More sharing options...
LearningMachine Posted March 14, 2022 Share Posted March 14, 2022 (edited) 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 Link to comment Share on other sites More sharing options...
hillfronter83 Posted March 14, 2022 Share Posted March 14, 2022 (edited) 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 Link to comment Share on other sites More sharing options...
ourkid8 Posted March 14, 2022 Share Posted March 14, 2022 More BABA @ $79 Link to comment Share on other sites More sharing options...
Agrippa07 Posted March 14, 2022 Share Posted March 14, 2022 added to FB, KWEB and Prosus Link to comment Share on other sites More sharing options...
Spekulatius Posted March 14, 2022 Share Posted March 14, 2022 Added a bit FB the other day. Today, its a starter (restarter actually ) in ADSK, PINS and a few adds here and there. Link to comment Share on other sites More sharing options...
Gregmal Posted March 14, 2022 Share Posted March 14, 2022 UBER, CPNG adds. BIDU calls Link to comment Share on other sites More sharing options...
boilermaker75 Posted March 14, 2022 Share Posted March 14, 2022 Wrote 315-strike and 320-strike March 18 expiration puts on BRKB. Wrote 60-strike and 65-strike April 14 puts on MSGE. Link to comment Share on other sites More sharing options...
fareastwarriors Posted March 14, 2022 Share Posted March 14, 2022 $CLPR Link to comment Share on other sites More sharing options...
Spooky Posted March 15, 2022 Share Posted March 15, 2022 Opened a position in BABA. Link to comment Share on other sites More sharing options...
tay9 Posted March 15, 2022 Share Posted March 15, 2022 2 minutes ago, Spooky said: Opened a position in BABA. Same but with leaps. Link to comment Share on other sites More sharing options...
GordonGekko69 Posted March 15, 2022 Share Posted March 15, 2022 Some PRX, NU and PDD Link to comment Share on other sites More sharing options...
fareastwarriors Posted March 15, 2022 Share Posted March 15, 2022 CLPR and PCYO Link to comment Share on other sites More sharing options...
spartansaver Posted March 15, 2022 Share Posted March 15, 2022 BABA Leaps Link to comment Share on other sites More sharing options...
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