Up-and-to-the-Right Capital Management

@AdamB1438

Just a guy, tweeting mostly about stocks.

Efrat, Israel
Vrijeme pridruživanja: siječanj 2008.

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  1. The difference here is that other people go into these deals thinking of G&A as a "feature," not a "bug" :)

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  2. If you think watching the Tesla chart is crazy, try owning out of the money put spreads.

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  3. Interesting idea that the issue is market makers repositioning around calls, but I really don't know how to evaluate if that's true.

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  4. proslijedio/la je Tweet
    4. velj

    Hey guys, was let go from my job today 😟. If anyone has any leads, please let me know. I’ve attached my resume. References upon request!

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  5. R/t private account: I take only one thing away from this bid and one thing only: Exchanges are such marvelous businesses that you can literally throw money in the air as a hobby.

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  6. I disagree of course, but at least is a straight shooter on this one.

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  7. Sold some short term calls I bought the other day for a trade. So I assume the market will rally to insane heights starting right about now.

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  8. Maybe the real winner of the Iowa Caucuses was the friends we made along the way. h/t

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    Pretty sure, will bend back time if it goes any higher.

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    4. velj

    If we ever have a down 20% year, I'll just move the fund to Iowa and we'll be tied with the fund that was up 20%.

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  11. I just read the slides here, but I thought it was a great description of some big issues. Normally you hear more about big-tech and regulation from critics, and I think this was a fair presentation from the 'techie' side.

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  12. American politics is at a pretty crazy juncture. To a degree I've never seen before 10% or more of the country who used to be Republicans and swing voters are begging the Democratic party for a palatable alternative to the status quo and we're not even giving them "shrug emoji."

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  13. I bet the equity already has all these factual observations and reasonable inferences priced into the stock, though.

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  14. Who can think of another company that sold equity at a $42 billion market cap in May and then saw its stock hit $128 billion in February (200% gain in 8 months)?

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  15. Just thinking about what it means to be on the board of directors of an American publicly traded company, and I checked on : The only one with oil and gas or refining experience is... the CEO. <facepalm>

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    Odgovor korisnicima

    I mean the fact that the dog loses money is good because it means he’s growing and should be given a hefty multiple.

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  17. proslijedio/la je Tweet
    1. velj

    Capitalism destroyed my family. My grandfather was the ducal elector of the Palatinate, but capitalism disintegrated the Holy Roman Empire and left my family with nothing. No more peasants to work our land, no rents from the fields or monasteries, not even my family’s castle.

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  18. Just an idle thought: By providing tail risk protection against the collapse of your local fiat currency, doesn't the existence of bitcoin actually make every fiat currency more valuable?

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  19. Too funny not to re-tweet. Full disc. - No position in either The Economist, coronavirus, analysts or chart making.

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  20. If you own stock in an E&P, I have good news. By my calculations, if crude prices fell 2.5% for another 75 days, we would be below the marginal cost of Saudi Ghawar oil field production, and at that point they would HAVE TO cut, OK?

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