What are you buying today?

[Gregmal]

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

[Dinar]

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?

[Gregmal]

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.

[Gregmal]

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. 

[spartansaver]

Starter in BROS

[MattR]

15 hours ago, spartansaver said:

Starter in BROS

Ouch

[DooDiligence]

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

[tnathan]

23 hours ago, Spekulatius said:

$JXN

tiny adds to $SONY, $RHUHF

What is the JXN thesis?

[Gregmal]

Joe add

omg add 

htl add

aiv add

msge add

hhc starter 

[spartansaver]

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). 

[ValueMaven]

Added to AAPL, added to TDG as well.  I'm starting to see really decent values out there 

[Libs]

HQI limit order hit at $14.70

[treasurehunt]

TGH, TRTN, AMZN, GOOG, JPM.

 

Sold some WPC to raise cash to buy these.

[Spekulatius]

10 hours ago, tnathan said:

What is the JXN thesis?

Lots of Capital returns.

[CafeB]

In past week, small additions to small positions in ATR, ICE (recently announced acquisition of BKI), TJX, TROX

[AzCactus]

BROS 

[Ross812]

More 2024 AIV $5s and $7.5s. FB, LBRDK, TMUS, C.

[aws]

Picked up some BGFV

[longlake95]

GIL.TO and BRK.b

[Dave86ch]

Added to FB

[lnofeisone]

HQI, AIV, SNCAF - the COBF ETF. 

[CorpRaider]

Just bought a little tracker/send me proxies position in BF.B/A.

Edited May 19, 2022 by CorpRaider

[kab60]

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

[Miklagard]

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.

[kab60]

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.