Gregmal Posted July 28, 2020 Share Posted July 28, 2020 In brief, I thinks its focus is in the right place(IT infrastructure), COVID may create M&A opportunities globally which is something they highlighted in the prospectus, and most importantly, you cant really lose money if you can get the IPO allocation. Link to comment Share on other sites More sharing options...
LC Posted July 29, 2020 Share Posted July 29, 2020 Bought some more Akamai Link to comment Share on other sites More sharing options...
SafetyinNumbers Posted July 29, 2020 Share Posted July 29, 2020 Bought a little more AH.DB. ~35% YTM, due in 23 months and I think they have enough liquidity (for now at least) to pay it off. Link to comment Share on other sites More sharing options...
Dalal.Holdings Posted July 29, 2020 Share Posted July 29, 2020 Bought some more Akamai Followed you Link to comment Share on other sites More sharing options...
Castanza Posted July 29, 2020 Share Posted July 29, 2020 INTC - will continue to add on the way down. AMD - :o Love the tech, hate the share price. Link to comment Share on other sites More sharing options...
Gregmal Posted July 29, 2020 Share Posted July 29, 2020 Finally got filled on a handful of MSGE $100 Feb calls. Link to comment Share on other sites More sharing options...
changegonnacome Posted July 29, 2020 Share Posted July 29, 2020 Finally got filled on a handful of MSGE $100 Feb calls. Nice - what did you get filled at? Link to comment Share on other sites More sharing options...
Gregmal Posted July 29, 2020 Share Posted July 29, 2020 35 @ 1.85 Link to comment Share on other sites More sharing options...
BG2008 Posted July 29, 2020 Share Posted July 29, 2020 In brief, I thinks its focus is in the right place(IT infrastructure), COVID may create M&A opportunities globally which is something they highlighted in the prospectus, and most importantly, you cant really lose money if you can get the IPO allocation. Gregmal, Why don't you just tell it like it is. You bought it for the potential "Tech Lock and Pop" effect. Link to comment Share on other sites More sharing options...
Gregmal Posted July 29, 2020 Share Posted July 29, 2020 In brief, I thinks its focus is in the right place(IT infrastructure), COVID may create M&A opportunities globally which is something they highlighted in the prospectus, and most importantly, you cant really lose money if you can get the IPO allocation. Gregmal, Why don't you just tell it like it is. You bought it for the potential "Tech Lock and Pop" effect. LOL. Offering me a tech SPAQ IPO right now is like offering Johnny Depp some.... well, you know what Im getting at. Have another lined up for Friday. Link to comment Share on other sites More sharing options...
rb Posted July 29, 2020 Share Posted July 29, 2020 INTC - will continue to add on the way down. AMD - :o Love the tech, hate the share price. What do you love about the tech? Link to comment Share on other sites More sharing options...
Castanza Posted July 29, 2020 Share Posted July 29, 2020 INTC - will continue to add on the way down. AMD - :o Love the tech, hate the share price. What do you love about the tech? For a company with an R&D budget of their size (compared to Intel) it's impressive the lineup of chips and graphics cards they have put out the past few years. They have proven to be competitive with Intel both on price and performance. GPU Radeon 5700 series is currently the best bang for your buck from a gaming perspective (unless your budget is unlimited). Dr. Lisa T. Su is a great CEO and also recently joined the Cisco board (January). I think she does a good job evading bloat and keeping the pipeline focused on smart innovations. Link to comment Share on other sites More sharing options...
rb Posted July 29, 2020 Share Posted July 29, 2020 INTC - will continue to add on the way down. AMD - :o Love the tech, hate the share price. What do you love about the tech? For a company with an R&D budget of their size (compared to Intel) it's impressive the lineup of chips and graphics cards they have put out the past few years. They have proven to be competitive with Intel both on price and performance. GPU Radeon 5700 series is currently the best bang for your buck from a gaming perspective (unless your budget is unlimited). Dr. Lisa T. Su is a great CEO and also recently joined the Cisco board (January). I think she does a good job evading bloat and keeping the pipeline focused on smart innovations. That's fair enough. Thanks. I have serious doubts though. Link to comment Share on other sites More sharing options...
Castanza Posted July 29, 2020 Share Posted July 29, 2020 INTC - will continue to add on the way down. AMD - :o Love the tech, hate the share price. What do you love about the tech? For a company with an R&D budget of their size (compared to Intel) it's impressive the lineup of chips and graphics cards they have put out the past few years. They have proven to be competitive with Intel both on price and performance. GPU Radeon 5700 series is currently the best bang for your buck from a gaming perspective (unless your budget is unlimited). Dr. Lisa T. Su is a great CEO and also recently joined the Cisco board (January). I think she does a good job evading bloat and keeping the pipeline focused on smart innovations. That's fair enough. Thanks. I have serious doubts though. My original post might be confusing (sorry). I didn't buy any AMD. I was just highlighting the crazy run it's had the past few days in light of Intel's demise. Link to comment Share on other sites More sharing options...
LC Posted July 29, 2020 Share Posted July 29, 2020 I recall about...15 or so years ago, AMD put out Intel-killer CPUs. At the time, they were unable to follow-up with enough scale and successive products to stay ahead. It could have been due to lack of capital (economic and human), perhaps that has changed as I know the Ryzen set of processors has been popular for some time, and ATI/Radeon line has always been a strong GPU. I think that was a pretty good acquisition from a tech standpoint from AMD as they brought on a lot of talent and as we have seen, GPU architecture became important for modern processing (bitcoin mining and similar crunching). However on the valuation side, it is a bit nuts. Being very conservative you can get to around 16-17x earnings multiple for INTC, compared to 100+x earning multiple for AMD? The market in my opinion is pricing in some gangbusters growth for AMD. I have not kept up with processing technology for some time so I am not sure what is on the market or what the roadmaps are, but it must be something pretty special to justify that valuation. Now that doesn't mean INTC is a great buy either. If there truly is some transformative event on the horizon where a lot of demand drops off for Intel's products, it could become value-trapish. That is what I would be careful of - personally I think this does need some product/tech expertise to navigate (which I do not have). Although if you put a gun to my head and made me choose, I'd put my money in Intel. The valuation mismatch seems to extreme in my uneducated opinion. Link to comment Share on other sites More sharing options...
Lance Posted July 31, 2020 Share Posted July 31, 2020 Added to DVYE and new position in AVB Thanks Lance Link to comment Share on other sites More sharing options...
Gregmal Posted July 31, 2020 Share Posted July 31, 2020 Bought some GLDD. May write it up later. Very interesting company. Turn around story, high barriers to entry, lots of free call options on various businesses/developments, including global warming. Link to comment Share on other sites More sharing options...
Every Banana Counts Posted July 31, 2020 Share Posted July 31, 2020 WFC Link to comment Share on other sites More sharing options...
villainx Posted July 31, 2020 Share Posted July 31, 2020 Bought some GLDD. May write it up later. Very interesting company. Turn around story, high barriers to entry, lots of free call options on various businesses/developments, including global warming. Looks interesting. Link to comment Share on other sites More sharing options...
Lance Posted August 3, 2020 Share Posted August 3, 2020 Fairfax India Thanks Lance Link to comment Share on other sites More sharing options...
Lance Posted August 3, 2020 Share Posted August 3, 2020 EQR and ESRT Thanks Lance Link to comment Share on other sites More sharing options...
bizaro86 Posted August 4, 2020 Share Posted August 4, 2020 I got some Kodak OTM puts at the open. Link to comment Share on other sites More sharing options...
york Posted August 4, 2020 Share Posted August 4, 2020 DPM - Dundee Precious Metals - Adding KL - Kirkland Lake - Adding Link to comment Share on other sites More sharing options...
Gregmal Posted August 4, 2020 Share Posted August 4, 2020 Bought some GLDD. May write it up later. Very interesting company. Turn around story, high barriers to entry, lots of free call options on various businesses/developments, including global warming. Looks interesting. If interested, check out the earnings release/info today. Pretty solid stuff. Board authorized a $75M repurchase program(vs ~$500M market cap). This is a great business with the risks being mismanagement and stupid acquisitions, but it seems thats been slowed down a bit over the past couple years. I'll try to start a thread on it soon. Link to comment Share on other sites More sharing options...
Lance Posted August 4, 2020 Share Posted August 4, 2020 Wrote puts on OLN Thanks Lance Link to comment Share on other sites More sharing options...
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