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Posted

Bought a big chunk T Bills maturing 7/25/23 for a 4.85 YTM. I am still looking into brokered CDs, but I think the T-bills give me liquidity as good as cash (for my purposes). Right now I'm sitting on a pretty big chunk of cash(T bills maturing 7/11 and 7/25) while contemplating the pros and cons of buying a private market real estate investment vs. investing in stocks or other securities. Also waiting for the right opportunity (in either of the above asset classes). 

Posted

Picked up some 15 VET calls expiring in April. Corrib news is expected today/tomorrow and I think we might just get a pop but VET has been very disappointing otherwise. 

Posted
1 hour ago, lnofeisone said:

 VET has been very disappointing otherwise. 

 

Ha you can say that shit again 

Posted
50 minutes ago, Gregmal said:

Grabbed a flyer on BUR into weekend. Pure gamble on ruling 

 

Tempted to add but I already have a chunky position, feels like market underreacted to me.

Posted
3 hours ago, Gregmal said:

Grabbed a flyer on BUR into weekend. Pure gamble on ruling 


Nice timing. I was thinking of adding last couple week but I ended up buying a bank basket instead. 
 

even after the 50% move I think this could still be quite undervalued, and all the Covid delays in their business will likely lead to significantly larger returns as I understand their litigation contracts typically have a relatively generous preferred return type setup. 
 

the market is just like a whiny client with a legal case. Everything always moves too slow, but in the long run I think BUR is a really attractive business model. 

Posted
11 minutes ago, Valuebo said:

Nvda OTM puts 6 months out.

NVDA really looks like a bubble, but looking at puts, I need to pay ~$10 for a $200 strike for 10/2023. That's a ~$190 breakeven or down 32% from the current $280 share price.

Looks more like a candidate for straight up shorting but I don't short.

Posted
10 minutes ago, Spekulatius said:

NVDA really looks like a bubble, but looking at puts, I need to pay ~$10 for a $200 strike for 10/2023. That's a ~$190 breakeven or down 32% from the current $280 share price.

Looks more like a candidate for straight up shorting but I don't short.

What about a debit put spread? The breakeven will be much easier to hit. 

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