Gregmal Posted September 24, 2022 Share Posted September 24, 2022 39 minutes ago, Parsad said: See Judge break Ruth's record? Will it be tonight? Cheers! What Judge has done should be admired by everyone, sports fan or not. No, not having a historic season, it’s what he did before the season. Counter party is the wealthiest and most influential sports franchise on the planet. He…bought puts and went to cash in his personal account on everything he owned for his investors….just kidding. When it was all on the line he bet big on himself. He ll probably get double that pathetic offer the Yanks made this preseason. Link to comment Share on other sites More sharing options...
Gregmal Posted September 24, 2022 Share Posted September 24, 2022 20 minutes ago, yesman182 said: @Gregmal What is your take on LPX. Are you long home builders and think OSB is a way to play that? Or do you like the siding business? I own LPX for the siding business. LPX has been supply constrained for years. I think the siding business will take market share from Hardie Plank and Vinyl. Both. Fed hasn’t solved the housing crisis they’ve just made it worse and prolonged it. Shit will still need to be built. Also like what LPX is doing on the allocation side. Link to comment Share on other sites More sharing options...
CharlesMunger Posted September 24, 2022 Share Posted September 24, 2022 Bought some expensive cardboard - Wayne Gretzky and 86 Fleer Jordan Link to comment Share on other sites More sharing options...
CorpRaider Posted September 24, 2022 Share Posted September 24, 2022 5 hours ago, CharlesMunger said: Bought some expensive cardboard - Wayne Gretzky and 86 Fleer Jordan Gonna' put them in the Ebay vault? Link to comment Share on other sites More sharing options...
CharlesMunger Posted September 24, 2022 Share Posted September 24, 2022 Storing them in the PWCC vault and gonna pick them up once I am in the US again Link to comment Share on other sites More sharing options...
Pessoa Posted September 25, 2022 Share Posted September 25, 2022 On 9/13/2022 at 5:17 PM, Rustycage said: Dbrg, Drm.to Hey fellow Soundgarden fan. What do ya like about DBRG? Regards, Pessoa Link to comment Share on other sites More sharing options...
Gregmal Posted September 25, 2022 Share Posted September 25, 2022 17 hours ago, CharlesMunger said: Storing them in the PWCC vault and gonna pick them up once I am in the US again Good stuff. I have a few Gretzky. Sold one a little over a year ago when they got stupid but longer term been great store of value. Link to comment Share on other sites More sharing options...
CharlesMunger Posted September 25, 2022 Share Posted September 25, 2022 3 hours ago, Gregmal said: Good stuff. I have a few Gretzky. Sold one a little over a year ago when they got stupid but longer term been great store of value. Nice. Yes thought its maybe not the best but compared to last year not the worst time to buy. Which grades are you typically going for? Link to comment Share on other sites More sharing options...
Gregmal Posted September 25, 2022 Share Posted September 25, 2022 7 minutes ago, CharlesMunger said: Nice. Yes thought its maybe not the best but compared to last year not the worst time to buy. Which grades are you typically going for? Like the 8s for both Topps and OPC. 9 is great but I’d rather own a handful of 8s vs one or two 9. 7s on OPC ok too. Would not go below 8 on the Topps. Link to comment Share on other sites More sharing options...
CharlesMunger Posted September 25, 2022 Share Posted September 25, 2022 26 minutes ago, Gregmal said: Like the 8s for both Topps and OPC. 9 is great but I’d rather own a handful of 8s vs one or two 9. 7s on OPC ok too. Would not go below 8 on the Topps. went also for the 8s Link to comment Share on other sites More sharing options...
Blugolds Posted September 25, 2022 Share Posted September 25, 2022 6 hours ago, Gregmal said: Like the 8s for both Topps and OPC. 9 is great but I’d rather own a handful of 8s vs one or two 9. 7s on OPC ok too. Would not go below 8 on the Topps. Out of curiosity where are you guys purchasing? I like the diversification of assets but sports memorabilia makes me a little skeptical sometimes even with certificates etc. there was a documentary a while back that I watched regarding forgeries. They had infiltrated the markets and almost impossible to tell. Holographic stickers, pictures, certificates, grading etc didn’t matter it can all be reproduced. I remember asking a close friend who owned a card shop if it was true and he said it was, and that he had encountered some examples over the years as there are many in the industry that are a bit “shady”. Just didn’t give me a warm fuzzy. How would a guy know? And maybe it doesn’t matter anyway, as perhaps you’re selling the certificate and it doesn’t have to be real, the next buyer just has to believe it is. That scares me. Not saying you fellas are buying fugazi’s but they’re out there. Also might not help my opinion when they guy I knew who owned a card/pro shop wasn’t the most trustworthy guy I know either. Not saying he’s selling fakes, but I’m also not 100% sure he wouldn’t be tempted to pass something along for a big payout. Also I guess I compare to other art, if they can reproduce oil paintings that pass X-ray inspection and dating etc seems like it would be nothing to pound out a ton of cardboard cards, and supporting documents. https://sportscollectorsdigest.com/.amp/news/fraud-forgery-fake-sports-memorabilia-cards-collectibles-fbi Just my personal feeling, I’d love to have a couple in the collection, but I don’t know that I’d feel comfortable enough to drop 5 figures on a card unless I was buying from a reputable auction house with documentation or something, eBay sellers set off some alarms in my head for some reason and I don’t know that even a small local shop would make me comfortable enough to pay “real” money for memorabilia. Link to comment Share on other sites More sharing options...
Gregmal Posted September 26, 2022 Share Posted September 26, 2022 3 hours ago, Blugolds11 said: Out of curiosity where are you guys purchasing? I like the diversification of assets but sports memorabilia makes me a little skeptical sometimes even with certificates etc. there was a documentary a while back that I watched regarding forgeries. They had infiltrated the markets and almost impossible to tell. Holographic stickers, pictures, certificates, grading etc didn’t matter it can all be reproduced. I remember asking a close friend who owned a card shop if it was true and he said it was, and that he had encountered some examples over the years as there are many in the industry that are a bit “shady”. Just didn’t give me a warm fuzzy. How would a guy know? And maybe it doesn’t matter anyway, as perhaps you’re selling the certificate and it doesn’t have to be real, the next buyer just has to believe it is. That scares me. Not saying you fellas are buying fugazi’s but they’re out there. Also might not help my opinion when they guy I knew who owned a card/pro shop wasn’t the most trustworthy guy I know either. Not saying he’s selling fakes, but I’m also not 100% sure he wouldn’t be tempted to pass something along for a big payout. Also I guess I compare to other art, if they can reproduce oil paintings that pass X-ray inspection and dating etc seems like it would be nothing to pound out a ton of cardboard cards, and supporting documents. https://sportscollectorsdigest.com/.amp/news/fraud-forgery-fake-sports-memorabilia-cards-collectibles-fbi Just my personal feeling, I’d love to have a couple in the collection, but I don’t know that I’d feel comfortable enough to drop 5 figures on a card unless I was buying from a reputable auction house with documentation or something, eBay sellers set off some alarms in my head for some reason and I don’t know that even a small local shop would make me comfortable enough to pay “real” money for memorabilia. Yea I’ve seen all that and those stories come and go now for the 25 plus years I’ve followed sports memorabilia. Only buy PSA graded and generally just stick to EBay. PWCC is legit but shill bids a lot so you’ll get a real card but over pay often. They were booted from eBay over this last year. Keep your cards in a safety deposit box at the bank. Link to comment Share on other sites More sharing options...
Dinar Posted September 26, 2022 Share Posted September 26, 2022 Spirax Sarco PLC - Link to comment Share on other sites More sharing options...
PJM Posted September 26, 2022 Share Posted September 26, 2022 ATCO as an arb trade Link to comment Share on other sites More sharing options...
aesophawk Posted September 26, 2022 Share Posted September 26, 2022 MSGS. Suns are getting sold. Forbes valuation was 1.8 billion in Oct 2021. Media thinks they go for 2. I wouldn't be surprised if it goes higher. Link to comment Share on other sites More sharing options...
Gregmal Posted September 26, 2022 Share Posted September 26, 2022 MSGS and Berkshire. Sold some more October IWM puts and swapped into far OTM VIX calls. Feeling like folks are nearing capitulation. Link to comment Share on other sites More sharing options...
fareastwarriors Posted September 26, 2022 Share Posted September 26, 2022 Clpr Link to comment Share on other sites More sharing options...
Castanza Posted September 27, 2022 Share Posted September 27, 2022 ATCO....Seems like there is a free $1.50 on the table right? Link to comment Share on other sites More sharing options...
GordonGekko69 Posted September 27, 2022 Share Posted September 27, 2022 Added a bit to NU and PCYO and made PAH3 a full position for me Link to comment Share on other sites More sharing options...
bizaro86 Posted September 27, 2022 Share Posted September 27, 2022 Stelco to tender. The tender is open for like 50% of the firm and the spread is ~2%. Seems obvious for any available registered/retirement funds (tax considerations aren't great for non-reg) Link to comment Share on other sites More sharing options...
E. Nashton Posted September 27, 2022 Share Posted September 27, 2022 (edited) 1 hour ago, Castanza said: ATCO....Seems like there is a free $1.50 on the table right? right? what am I missing here? * *a bit rhetorical - as it's obvious the market thinks there's a fair chance the offer gets rejected. Edited September 27, 2022 by Dean Link to comment Share on other sites More sharing options...
bizaro86 Posted September 27, 2022 Share Posted September 27, 2022 Not to take this thread too far off topic, but the downside on Atco if the non-firm deal gets pulled is probably pretty significant at this point. Given the change in markets since the deal was announced it probably drops further than the pre-deal price. I think this is the last bump, and Atco shareholders should probably take it and re-invest. Link to comment Share on other sites More sharing options...
Castanza Posted September 27, 2022 Share Posted September 27, 2022 56 minutes ago, bizaro86 said: Not to take this thread too far off topic, but the downside on Atco if the non-firm deal gets pulled is probably pretty significant at this point. Given the change in markets since the deal was announced it probably drops further than the pre-deal price. I think this is the last bump, and Atco shareholders should probably take it and re-invest. Yeah that's certainly a possibility and was my thought when I first sold the shares. Time will tell, but either way If you have a 5+ year time horizon buying now at 14 is not a bad price. Link to comment Share on other sites More sharing options...
ourkid8 Posted September 27, 2022 Share Posted September 27, 2022 More BAM Link to comment Share on other sites More sharing options...
Libs Posted September 27, 2022 Share Posted September 27, 2022 IPCO at 3 X FCF Link to comment Share on other sites More sharing options...
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