Gregmal Posted May 11, 2022 Share Posted May 11, 2022 (edited) Dumped a few more tax lots of APTS and cycled into more PCYO, VRE, Nintendo, RBLX, CPNG and put some aside for Disney sub 90 after earnings lol. Edited May 11, 2022 by Gregmal Link to comment Share on other sites More sharing options...
Dinar Posted May 11, 2022 Share Posted May 11, 2022 2 hours ago, Gregmal said: Dumped a few more tax lots of APTS and cycled into more PCYO, VRE, Nintendo, RBLX, CPNG and put some aside for Disney sub 90 after earnings lol. Greg, have you changed your opinion on AIV or you think that the other stuff is more compelling? Link to comment Share on other sites More sharing options...
Gregmal Posted May 11, 2022 Share Posted May 11, 2022 6 minutes ago, Dinar said: Greg, have you changed your opinion on AIV or you think that the other stuff is more compelling? Still like it. Have more stock hitting 12 month hold period Friday through next week so gonna be hitting that too. No rush right now. Market is giving prices that are pretty remarkably cheaper than I’d have expected across the board, so I’m good just layering in with PSTH and APTS proceeds over the next 2-3 months. Link to comment Share on other sites More sharing options...
Gregmal Posted May 11, 2022 Share Posted May 11, 2022 Plus a bunch of my position is the $5 2024s which have held a little better than the shares and have idiot proof downside protection at $5. Link to comment Share on other sites More sharing options...
spartansaver Posted May 11, 2022 Share Posted May 11, 2022 Starter in BROS Link to comment Share on other sites More sharing options...
MattR Posted May 12, 2022 Share Posted May 12, 2022 15 hours ago, spartansaver said: Starter in BROS Ouch Link to comment Share on other sites More sharing options...
DooDiligence Posted May 12, 2022 Share Posted May 12, 2022 (edited) Picked up more DIS a hair over $100. Started nibbling at SMH to add some diversification to my long Intel position. edit: I also added to Dominos the other day at $325 Edited May 12, 2022 by DooDiligence Link to comment Share on other sites More sharing options...
tnathan Posted May 12, 2022 Share Posted May 12, 2022 23 hours ago, Spekulatius said: $JXN tiny adds to $SONY, $RHUHF What is the JXN thesis? Link to comment Share on other sites More sharing options...
Gregmal Posted May 12, 2022 Share Posted May 12, 2022 Joe add omg add htl add aiv add msge add hhc starter Link to comment Share on other sites More sharing options...
spartansaver Posted May 12, 2022 Share Posted May 12, 2022 6 hours ago, MattR said: Ouch Picked up AH but decided to sell upon learning more about the capital structure (it's awful and in some ways disingenuous). Link to comment Share on other sites More sharing options...
ValueMaven Posted May 12, 2022 Share Posted May 12, 2022 Added to AAPL, added to TDG as well. I'm starting to see really decent values out there Link to comment Share on other sites More sharing options...
Libs Posted May 12, 2022 Share Posted May 12, 2022 HQI limit order hit at $14.70 Link to comment Share on other sites More sharing options...
treasurehunt Posted May 13, 2022 Share Posted May 13, 2022 TGH, TRTN, AMZN, GOOG, JPM. Sold some WPC to raise cash to buy these. Link to comment Share on other sites More sharing options...
Spekulatius Posted May 13, 2022 Share Posted May 13, 2022 10 hours ago, tnathan said: What is the JXN thesis? Lots of Capital returns. Link to comment Share on other sites More sharing options...
CafeB Posted May 13, 2022 Share Posted May 13, 2022 In past week, small additions to small positions in ATR, ICE (recently announced acquisition of BKI), TJX, TROX Link to comment Share on other sites More sharing options...
AzCactus Posted May 13, 2022 Share Posted May 13, 2022 BROS Link to comment Share on other sites More sharing options...
Ross812 Posted May 17, 2022 Share Posted May 17, 2022 More 2024 AIV $5s and $7.5s. FB, LBRDK, TMUS, C. Link to comment Share on other sites More sharing options...
aws Posted May 18, 2022 Share Posted May 18, 2022 Picked up some BGFV Link to comment Share on other sites More sharing options...
longlake95 Posted May 18, 2022 Share Posted May 18, 2022 GIL.TO and BRK.b Link to comment Share on other sites More sharing options...
Dave86ch Posted May 19, 2022 Share Posted May 19, 2022 Added to FB Link to comment Share on other sites More sharing options...
lnofeisone Posted May 19, 2022 Share Posted May 19, 2022 HQI, AIV, SNCAF - the COBF ETF. Link to comment Share on other sites More sharing options...
CorpRaider Posted May 19, 2022 Share Posted May 19, 2022 (edited) Just bought a little tracker/send me proxies position in BF.B/A. Edited May 19, 2022 by CorpRaider Link to comment Share on other sites More sharing options...
kab60 Posted May 19, 2022 Share Posted May 19, 2022 (edited) I don't do merger arb, but I bought some Twitter. Musk gets away with a lot of crazy shit, but I don't see how he'll be able to break a deal where he waived due dilligence and whined about bots before, during and after closing. Edited May 20, 2022 by kab60 Link to comment Share on other sites More sharing options...
Miklagard Posted May 19, 2022 Share Posted May 19, 2022 44 minutes ago, kab60 said: I don't do merger arb, but I bought some Twitter. Musk gets away with a lot of crazy shit, but I don't see how he'll be able to break a deal where he waved due dilligence and whined about bots before, during and after closing. As far as I understand it, it costs 1bn to break the deal. So he should be able to break it, just pay the "fine". Anyhow, I took a small position myself, because it seems like he is negotiating for a lower price, and of course because of adrenaline. Link to comment Share on other sites More sharing options...
kab60 Posted May 19, 2022 Share Posted May 19, 2022 12 minutes ago, Miklagard said: As far as I understand it, it costs 1bn to break the deal. So he should be able to break it, just pay the "fine". Anyhow, I took a small position myself, because it seems like he is negotiating for a lower price, and of course because of adrenaline. That's not how these things work. He can't just pay 1B and walk away. Link to comment Share on other sites More sharing options...
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