Gregmal Posted March 5, 2021 Share Posted March 5, 2021 Thank you. Was good to hear about all the love. Link to comment Share on other sites More sharing options...
Lakesider Posted March 5, 2021 Share Posted March 5, 2021 BABA, Stock and call options. What options are you looking at? 300 Jan 23 & 260 Jan 23 Link to comment Share on other sites More sharing options...
clutch Posted March 5, 2021 Share Posted March 5, 2021 Snatched a lot of tech names during the sell-off today: AMZN, ABNB, NVDA, TSLA, SHOP also, COST. Link to comment Share on other sites More sharing options...
cubsfan Posted March 5, 2021 Share Posted March 5, 2021 Imperial Brands (IMBBY) Yup, lots here too. Link to comment Share on other sites More sharing options...
sarganaga Posted March 5, 2021 Share Posted March 5, 2021 Imperial Brands (IMBBY) Yup, lots here too. A bit less than 4% for me. Link to comment Share on other sites More sharing options...
RichardGibbons Posted March 6, 2021 Share Posted March 6, 2021 Bought some UAN Aug $30 calls. Because why wouldn't one want to make a leveraged bet on a company whose business strategy is basically "take on huge operational leverage and then wait for fertilizer prices to increase"? Double the leverage, double the fun! (This describes why UAN is an interesting speculation. Note that the price of UAN32 fertilizer futures have almost doubled YoY, with almost all that increase coming in the past two months. If today's prices hold for six months, I think the options will work out well. If not, they will likely be worthless.) Link to comment Share on other sites More sharing options...
collegeinvestor Posted March 6, 2021 Share Posted March 6, 2021 I bought some vz. Link to comment Share on other sites More sharing options...
benchmark Posted March 6, 2021 Share Posted March 6, 2021 Interesting. I sold out at $6.9 or so. BBG reporting that the COH and EC reached a deal today. BK exit can now move forward pretty quickly. wabuffo What would you expect that bounce would be after the BK exit? Link to comment Share on other sites More sharing options...
Spekulatius Posted March 6, 2021 Share Posted March 6, 2021 My buys were BABA, AMZN, COST and FROG. Link to comment Share on other sites More sharing options...
fareastwarriors Posted March 6, 2021 Share Posted March 6, 2021 Snatched a lot of tech names during the sell-off today: AMZN, ABNB, NVDA, TSLA, SHOP also, COST. Whoa TSLA.... I added some INDT on Friyay. Link to comment Share on other sites More sharing options...
K2SO Posted March 7, 2021 Share Posted March 7, 2021 added PZA.TO. Who doesn't love cheap pizza and a clear path to dividend increases? Link to comment Share on other sites More sharing options...
Ice77 Posted March 8, 2021 Share Posted March 8, 2021 CURI: added around $15 levels. Curiosity stream is the infotainment streaming vehicle of John Hendricks, the founder of Discovery. He owns 40%+ of the stock and has been a buyer in each cap raise. Current T12m revenue runrate is $40m and they should double that in the next year (management aims a 10x in 5 years). The service is priced at ~$20/year (very good value...subscribe if you haven't) and has nearly 10x+ as much documentary content as Netflix (the content library itself is worth $1.3b+ according to management comments vs a current market cap that is half of that). Compared to traditional TV dramas which cost ~$8-10m/hour to make, infotainment content can be made much much cheaper at $200-300K/hour. So like for like, it has more compelling economics than other streamers once it establishes itself as a must have option. Looking ahead they could have 80m+ subs in a few years generating $40/yr+ in ARPU for a $3b+ revenue run-rate and this business could be worth 10-20x of what it is worth now. John Hendricks is very widely connected in the Content/Cable/CTV industry as an OG legend and is thus rapidly getting access to the service everywhere in the world. Link to comment Share on other sites More sharing options...
shamelesscloner Posted March 8, 2021 Share Posted March 8, 2021 CURI: added around $15 levels. Curiosity stream is the infotainment streaming vehicle of John Hendricks, the founder of Discovery. He owns 40%+ of the stock and has been a buyer in each cap raise. Current T12m revenue runrate is $40m and they should double that in the next year (management aims a 10x in 5 years). The service is priced at ~$20/year (very good value...subscribe if you haven't) and has nearly 10x+ as much documentary content as Netflix (the content library itself is worth $1.3b+ according to management comments vs a current market cap that is half of that). Compared to traditional TV dramas which cost ~$8-10m/hour to make, infotainment content can be made much much cheaper at $200-300K/hour. So like for like, it has more compelling economics than other streamers once it establishes itself as a must have option. Looking ahead they could have 80m+ subs in a few years generating $40/yr+ in ARPU for a $3b+ revenue run-rate and this business could be worth 10-20x of what it is worth now. John Hendricks is very widely connected in the Content/Cable/CTV industry as an OG legend and is thus rapidly getting access to the service everywhere in the world. Start an investment ideas thread? Have you seen any more comprehensive write-ups from fund managers? I'm intrigued. Link to comment Share on other sites More sharing options...
Ice77 Posted March 8, 2021 Share Posted March 8, 2021 CURI: added around $15 levels. Curiosity stream is the infotainment streaming vehicle of John Hendricks, the founder of Discovery. He owns 40%+ of the stock and has been a buyer in each cap raise. Current T12m revenue runrate is $40m and they should double that in the next year (management aims a 10x in 5 years). The service is priced at ~$20/year (very good value...subscribe if you haven't) and has nearly 10x+ as much documentary content as Netflix (the content library itself is worth $1.3b+ according to management comments vs a current market cap that is half of that). Compared to traditional TV dramas which cost ~$8-10m/hour to make, infotainment content can be made much much cheaper at $200-300K/hour. So like for like, it has more compelling economics than other streamers once it establishes itself as a must have option. Looking ahead they could have 80m+ subs in a few years generating $40/yr+ in ARPU for a $3b+ revenue run-rate and this business could be worth 10-20x of what it is worth now. John Hendricks is very widely connected in the Content/Cable/CTV industry as an OG legend and is thus rapidly getting access to the service everywhere in the world. Start an investment ideas thread? Have you seen any more comprehensive write-ups from fund managers? I'm intrigued. I haven’t seen any good writeups yet. It only started trading in Oct 2020 after the SPAC transaction was consummated. So it’s not had a long history in the public markets. Link to comment Share on other sites More sharing options...
james22 Posted March 9, 2021 Share Posted March 9, 2021 PLTR Link to comment Share on other sites More sharing options...
ourkid8 Posted March 9, 2021 Share Posted March 9, 2021 Purchased BABA yesterday Link to comment Share on other sites More sharing options...
GrahamKlarman Posted March 9, 2021 Share Posted March 9, 2021 TDS and KBAL Link to comment Share on other sites More sharing options...
GrahamKlarman Posted March 9, 2021 Share Posted March 9, 2021 TDS & KBAL Link to comment Share on other sites More sharing options...
investor1 Posted March 9, 2021 Share Posted March 9, 2021 PSI.TO Link to comment Share on other sites More sharing options...
bskptkl Posted March 9, 2021 Share Posted March 9, 2021 A little CRAI at $69.50. I think the odds are in my favor. Link to comment Share on other sites More sharing options...
SafetyinNumbers Posted March 9, 2021 Share Posted March 9, 2021 More ATTO. Peers CNXC, TTEC and SYKE are all rallying which makes sense because the sector is attractive. Revenue growth/margin expansion across the entire industry and its consolidating. Atento trades so far from intrinsic value heading into a likely auction as it’s largest shareholders (GIC, HPS & Farallon) have a lock up expiring May 2022. Link to comment Share on other sites More sharing options...
Viking Posted March 9, 2021 Share Posted March 9, 2021 SNC - with Dalzel and others pounding the table so hard... time to do do some research. Link to comment Share on other sites More sharing options...
LC Posted March 9, 2021 Share Posted March 9, 2021 SNC - with Dalzel and others pounding the table so hard... time to do do some research. +1 Link to comment Share on other sites More sharing options...
KJP Posted March 9, 2021 Share Posted March 9, 2021 SNC - with Dalzel and others pounding the table so hard... time to do do some research. +1 +2 I've also been adding here and there to Altria and Lockheed Martin. Link to comment Share on other sites More sharing options...
valuepickr Posted March 10, 2021 Share Posted March 10, 2021 Shinoken 1105 JPY how you buying Shinoken ? This is not listed in US Through Interactive Brokers with trading permission for Japan. I've heard it's also available through Fidelity as ADR but have not confirmed. I am on H1B work visa. I am eligible do open account with IBKR to buy other countries stock ? , it was asking lot many questions was confused what to fill. Link to comment Share on other sites More sharing options...
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