Dave86ch Posted March 28, 2023 Share Posted March 28, 2023 Added to 9988HK BABA Link to comment Share on other sites More sharing options...
RedLion Posted March 28, 2023 Share Posted March 28, 2023 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). Link to comment Share on other sites More sharing options...
KJP Posted March 28, 2023 Share Posted March 28, 2023 Leatt Corp. Link to comment Share on other sites More sharing options...
Luca Posted March 28, 2023 Share Posted March 28, 2023 More Nintendo Link to comment Share on other sites More sharing options...
tede02 Posted March 28, 2023 Share Posted March 28, 2023 Yesterday I bought a tiny position in the common and preferred of SYF. Link to comment Share on other sites More sharing options...
RedLion Posted March 28, 2023 Share Posted March 28, 2023 CPT Link to comment Share on other sites More sharing options...
lnofeisone Posted March 28, 2023 Share Posted March 28, 2023 bought back FRC preferred for a quick trade. Link to comment Share on other sites More sharing options...
Saluki Posted March 29, 2023 Share Posted March 29, 2023 Sold a small position that I didn't want to hold anymore and bought some TV, Fairfax India, and Eneti. Link to comment Share on other sites More sharing options...
longlake95 Posted March 29, 2023 Share Posted March 29, 2023 Yesterday, Added a little TVE to my oil basket. Link to comment Share on other sites More sharing options...
Saluki Posted March 30, 2023 Share Posted March 30, 2023 Added a little Eneti and Fairfax India. Link to comment Share on other sites More sharing options...
lnofeisone Posted March 30, 2023 Share Posted March 30, 2023 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. Link to comment Share on other sites More sharing options...
Ulti Posted March 30, 2023 Share Posted March 30, 2023 1 hour ago, lnofeisone said: VET has been very disappointing otherwise. Ha you can say that shit again Link to comment Share on other sites More sharing options...
KPO Posted March 30, 2023 Share Posted March 30, 2023 CFFN starter Link to comment Share on other sites More sharing options...
Spekulatius Posted March 30, 2023 Share Posted March 30, 2023 I added a bit of $CASH. Link to comment Share on other sites More sharing options...
Luca Posted March 31, 2023 Share Posted March 31, 2023 More Nintendo, now 5% Position Link to comment Share on other sites More sharing options...
WFF Posted March 31, 2023 Share Posted March 31, 2023 Pick up some PSBC in HK at the close today. Link to comment Share on other sites More sharing options...
Gregmal Posted March 31, 2023 Share Posted March 31, 2023 Grabbed a flyer on BUR into weekend. Pure gamble on ruling Link to comment Share on other sites More sharing options...
alxcii Posted March 31, 2023 Share Posted March 31, 2023 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. Link to comment Share on other sites More sharing options...
RedLion Posted March 31, 2023 Share Posted March 31, 2023 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. Link to comment Share on other sites More sharing options...
Gregmal Posted April 3, 2023 Share Posted April 3, 2023 Flipped BUR and XLE and bought some GLD Link to comment Share on other sites More sharing options...
Valuebo Posted April 3, 2023 Share Posted April 3, 2023 Nvda OTM puts 6 months out. Link to comment Share on other sites More sharing options...
Spekulatius Posted April 3, 2023 Share Posted April 3, 2023 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. Link to comment Share on other sites More sharing options...
RedLion Posted April 3, 2023 Share Posted April 3, 2023 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. Link to comment Share on other sites More sharing options...
Saluki Posted April 3, 2023 Share Posted April 3, 2023 added a little ATEX. Link to comment Share on other sites More sharing options...
sleepydragon Posted April 3, 2023 Share Posted April 3, 2023 bought RIVN Link to comment Share on other sites More sharing options...
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