What are you buying today?

[Spekulatius]

4 hours ago, cubsfan said:

 

MSGE - good to see these NFL valuations, just for the team - no stadium, etc.

 

https://www.cnbc.com/2024/12/11/nfl-philadelphia-eagles-minority-stake-sale.html

 

Thats relevant for MSGS, not MSGE though, isn’t it?

[Dudley]

On 12/6/2024 at 7:59 AM, longlake95 said:

Bought a 2.5% position in MATR over the last couple of weeks. 

There's a lot of noise in the MATR numbers. Do you have a good sense for their run-rate FCF?

[Lance]

Trimmed GBTC

 

Sold covered calls on COIN

 

Wrote puts on DBC

 

Added to DEA and OGN

 

Thanks

Lance

 

[Malmqky]

Bought some $T for myself and more for my mother.

 

Anyone know why it's down 4% today? Couldn't find a single thing...

[mananainvesting]

2 hours ago, Malmqky said:

Bought some $T for myself and more for my mother.

 

Anyone know why it's down 4% today? Couldn't find a single thing...

 

I added to $T today. Not sure why it is falling today, infact MS upgraded the price target to $28 from $19. 

[Castanza]

3 hours ago, Lance said:

Trimmed GBTC

 

Sold covered calls on COIN

 

Wrote puts on DBC

 

Added to DEA and OGN

 

Thanks

Lance

 

 

What's the thesis on DEA? DOGE fails? 

[Hsmpanl]

3 hours ago, Lance said:

Trimmed GBTC

 

Sold covered calls on COIN

 

Wrote puts on DBC

 

Added to DEA and OGN

 

Thanks

Lance

 

Haven’t seen OGN on here yet. I like it, assume adding because of VTAMA approval or seeing something else?

[mistakenpoint]

Bought aapl puts

[Blake Hampton]

Just doubled my position in OXY, the stock is currently selling near its 52-week low

[Junior R]

48 minutes ago, Blake Hampton said:

Just doubled my position in OXY, the stock is currently selling near its 52-week low

pretty cheap seems like this falls more then the other energy plays due the debt levels but is undervalued and should do good with Trump win

[Blake Hampton]

6 minutes ago, Junior R said:

pretty cheap seems like this falls more then the other energy plays due the debt levels but is undervalued and should do good with Trump win

I think people hate oil without realizing that is the most important substance outside of oxygen and water. Climate change is bad and needs to be addressed, but oil is far too important to go away anytime soon.

[Luke]

1 hour ago, Blake Hampton said:

Just doubled my position in OXY, the stock is currently selling near its 52-week low

Yeah, like the idea, many popular buyers like buffet, li lu etc

[Castanza]

JOE, CNC, SSD