Gregmal

I don't really think you were wrong on your HHC vs JOE take at the fundamental level(despite being one who favors JOE over HHC), but I think not having much/any debt is often an immensely valuable position to be in, that often gets overlooked because with most RE it is kind of a foregone conclusion that you're suppose to use debt. Especially if you are doing any development, and especially post covid.

Modafinil

Pumping stocks and then trading them is definitely more efficient than investing....sarcasm aside, I'm a fan of JOE and what Bruce has done there. But I dont know if these uber bull cases and representations of the land are entirely honestly assessments.

Good point. I generally just hate the energy sector. But it is getting interesting. TPL is another one to keep an eye on.

Another $20 per share in multiple expansion the past week...(kidding, but making a point)

Ive long liked MSB and wanted to like BSM. I recently put on bit of a trade/mid duration investment with GEOS, but by and large with a sector this messy(and messy is probably an understatement), the ETF is probably good, if not the best advice, or a basket approach. If XOM, CVX, OXY can trade where they are, its probably best not to fight fate or try to be a hero swinging for the fences on single stock ideas.

https://therealdeal.com/2020/10/05/brookfield-weighs-bid-for-sl-greens-hudson-yards-building/ Cant stop. Wont stop. With the way they raise funds, soon enough they will own every office property in NYC.

All I saw was another writeup basically saying the same thing they all do. JOE's been getting a lotta press and for some reason its still got a huge short interest and small float. Like GRIF, it "may" or "may not" have huge upside, but there really isn't much downside.

Word on the street is NJ and IL are the two states with current deals. Huge markets with very strict regulation.

$4 a share higher from last week's "I'm being a cheapskate and waiting for high $40's". Today I say "Ill wait til low 50s to jump back in"....funny how that works. I'm still probably better of just rebuying. Same shit happened with JOE although I at least own a bit there. Some of the RE stuff is beginning to look a little perky.

It was probably a bit over the top if you already knew about it, but I do think this documentary is a must watch for the majority of the population who is absolutely clueless about this stuff.

I have no advice here but just cant help but wonder what these states do for you to deserve taking a tax here?

And here we go again, loser De Blasio trying to start locking down NYC again lol.

Bought some SQQQ just to hold over the weekend. Numbers dont lie, in terms of who is vulnerable here. Trip to Walter Reed aint a positive.

Looks like Trigran exited. Been selling down a large stake for a long time, and probably just wanted to flush it all. Thanks for the shares. Separately, it looks like Harding, who had a 105b setup at the beginning of the year, and some shares sold @13, has discontinued that plan. The amount of his net worth in this is impressive.

The non Tesla EV plays I think are positioned nicely in the event of a Biden win. Tesla will probably do OK as well, but the smaller and newer companies should get bid up nicely much like all the commodity stuff did in 2016.

Sold this, rolled profit into MSGE Feb $100 calls.

Added a few shares of BABA pre market.

Axos.

The deal mix is interesting. If nothing else, I would have expected them to be using more stock to fund these deals. But with cash flow ramping and the deals accretive, I am glad they dont seem to find that necessary.

https://www.nhl.com/news/tampa-bay-lightning-return-home-with-stanley-cup/c-319241404 Pretty awesome. Great the fans got to attend the celebration as well. Looking forward to MLB WS in Texas and perhaps even trying to get some tickets if available.

Abuse of government had to do with the original post about Disney axing tons of jobs largely because California refused to let them open. This isn't exactly occurring in Florida and Texas. Only certain states...which all seem to have the same problems.

Speaking as a NJ resident....I absolutely love where I live. I have a good sized house, huge yard, live 20 minutes from major dining/shopping areas, great schools, am an hour from NYC, 40 minutes from Bergen County, tons of great fishing lakes around, hiking trails, golf courses, and an hour from the Poconos. I'd imagine many feel passionately about California or NY as well. But whats always pushing me towards the consideration of leaving? Government officials abuse the residents. These freeloading policies are a big part of it. Tax for this, tax for that. Got my registration renewals for the cars today? $73 each annually. Same for my boat. Same for the trailer. Property taxes jump 3% annually. I pay nearly 4% of my home value in taxes every year. This on top of state income tax as a 1099. It literally doesnt matter how much they take from you, they are always looking to take more and regardless of if its warranted, they do it anyway. And for what? The roads are shit. The DMVs are 2-4 hour nightmares, if you are lucky. I give leeway because my local schools are excellent and my town one of the safest in the country...so it s an easier blow to take. But for most of the state, the schools suck a big one, and they certainly arent safe yet they get clobbered with all the same taxes and burdens. People can only take so much abuse. The system won't be fixed because the politicians continue to promise and incentivize the losers reliant on the freebies to keep voting for them...who doesnt like something for nothing? Eventually though, as you've seen with some of the more high profile people, they leave. Then the upper middle class does as well. And then the middle class get thrown to the wolfs to feed the bottom feeders. A bad cycle and the state level debt just becomes a bigger time bomb.

Got an order in to sell 50 PCYO Dec 7.5 puts for 20c if anyone wants to take the other side!

https://www.yahoo.com/entertainment/disney-cut-28-000-parks-205952547.html Chickens are coming home to roost for these failed socialist cities/states.