𝗧𝗵𝗲 𝗨𝗺𝗽𝗶𝗿𝗲 @EricTheUmpire
I call the shots. I provide updates on my own game, you play yours. (Not financial advice.) Mostly parody and speculation, sometimes a good trade. Behind the Plate Joined April 2011-
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$ADER Continental today told me today payout by next week.
$CARR that counts as a breakout.
$CARR that counts as a breakout. https://t.co/O3AWGC6rUy
The WSJ editorial board eviscerates Lina Khan and the FTC, and rightly so, claiming it hit "comedic heights" in challenging the $CPRI $TPR merger "There’s no legal or economic logic to the Khan FTC’s antitrust policy other than that the only good merger is a dead merger."
$DJT officially employing Reddit $GME tactics is probably not a great sign.
Well $CPRI closed up 2% I guess he bought a lot.
Well $CPRI closed up 2% I guess he bought a lot.
$BTI Nice bump @SJOldValueGuy Looks like no Menthol Ban coming.
$BTI Nice bump @SJOldValueGuy Looks like no Menthol Ban coming.
Took a tiny starter today on CPRI Jan 2025 40C at $5.80. These offer almost 200% upside for win and close by January. General plan is to accumulate these under $6 then maybe scale out as IV expands into a trial, or turn into spreads when favorable.
Is the shakeout over?
$DELL World in a month is going to be 🔥 If SMCI report is good Monday, it will be off to ATHs.
$CPRI Competitors. For tote bags alone. One category. Price $66-$600. 4,500+ results. 268 brands.
$SMCI green $NVDA green
Fascinating development for @MisterSoo1 and $TGNA transaction from last year. From the outside it absolutely appeared that he was the victim of racial discrimination and was denied the due process of a FCC vote on the merger. I hope he prevails!
Fascinating development for @MisterSoo1 and $TGNA transaction from last year. From the outside it absolutely appeared that he was the victim of racial discrimination and was denied the due process of a FCC vote on the merger. I hope he prevails!
$META spending $40B on AI this year seem like that's gotta be good for someone.
Probably should have covered.
$CPRI I am going to have more on this later. Still 📖 and 💬…. + more revelations could be coming. For now, this will probably come down to market definition, digging into the potential arguments to date. My original thought 💭 earlier this year …. WTF?🤬 “handbags now?”…
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Breakeven this month. Got out of a bunch of positions early in the month which helped me avoid a loss. Big spike down was due to a weird overnight mark from IB on a large position. Pretty slow month for me - usually I have 40-50 different positions, right now I have 6-7 I think.
So excited to stumble upon a post reorg equity that is US based, OTC traded (but an SEC reporter), not discussed (for years) on VIC or X. Plus recent insider buying and a material catalyst potentially on the horizon with multi bagger potential. Will post some thoughts soon.
@EricTheUmpire @MuffinOlive I just want my money back! Hoping for a little interest too
@EricTheUmpire I guess I should have sold more 7s
@valwithcatalyst @EricTheUmpire Was this a clever pun, or an error
@EricTheUmpire interested to see if it was earning interest
@EricTheUmpire Continental has done a great job fighting to keep the trust instruments together. For many recent SPACs theyve had a lot of legal complexity to deal with but theyve come through every time. They've been pushing very hard in the FXCO BK as well recently.
VIZIO $VZIO & Walmart $WMT each received a request for additional information and documentary material (2nd request) from the #FTC
New post out tomorrow at 12pm. Think this is a really exciting name.
3 components which give me edge: 1. Trying to identify trends that will accelerate longer than others think 2. Trying to find companies that have recently had performance inflect 3. Trying to look where no one else is If 2/3 are met it can work. 3/3 is a no brainer.
1. Horrible what Apollo did. 2. Apollo has better models than insurance companies or was there some other way to generate a return?
Apollo has been betting on the deaths of senior citizens by acquiring illegal life insurance policies and then funneling their payouts through offshore shell companies… What. The. Fuck.
@blainehodder Yea his counter arguments made no sense to me.
Disagree with this below 👇 $CPRI $TPR …. His thoughts 💭 are worth reading. Always read the bear 🐻 arguments. Feel free to comment here. He closed his feed to comments. His published work leans towards “big is bad.” Pro 2023 guidelines. I’d recommend some of the…
Some quick thoughts on that godawful WSJ editorial attacking Lina Khan and the FTC’s challenge to the merger of accessible luxury handbags …
*CHINA APRIL CAIXIN MANUFACTURING PMI 51.4; EST. 51.0 *CAIXIN CHINA MANUFACTURING PMI HIGHEST READING SINCE FEB. 2023
@EricTheUmpire You nailed it. I remember the post a while back
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