Dc19195
@dc19195Value, Special Situations Investor
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lol. Why did I play all these arbitrage games with $CORZ rather than just buy it? -Buy the stock and CVR and sell a call option -Buy the warrant that was exercisable only after having a VWAP above $8.53 (or whatever the strike was)
Some “debt capacity bargain” spin-offs recently where a company was spun off with no or low debt and lots of cash. $SUNS, $CURB etc. Should be fairly easy for them to buy additional assets. The opposite of the garbage barge?
Any 2021 vintage mutual conversions obviously likely to sell a la $GBNY where the feds basically forced them to sell?
Anyone following the $PFBX derivative suit? Obviously quite interesting if shareholders win.
$NEWT is a compelling long at $13. Newtek Bank is the largest player in the SBA lending market. At today’s price, it trades at a market cap of $340M & <7x what the company has guided to earn this year ($1.95). 1/n
$GBNY sold for $18-20/share 🤯
Labor day community bank takeover candidates/M&A targets for next 12 months: $HRGG $GBNY $WMPN Any thoughts from Banktwit? @PhilTimyan @thebankzhar @hazak1234 @TraderBob16 @InvestmentsGray @Aureliusltd28
Buffett’s $BRK owned 4% of all T-Bills issued to the public by the US govt as of June 30th. Probably closer to 4.2% of all bills when the bills owned by the Fed are taken out of the ‘debt held by the public’ total. The Fed owns $195b - so Buffett is a bigger holder of bills…
Fun fact, the Bill Anders in "The Outsiders" that turned around General Dynamics as CEO is the same Anders that took the iconic photograph Earthrise years earlier when in lunar orbit. Man of many talents.
Unusual amount of bankrupt or nearly bankrupt companies selling themselves in competitive bidding situations 363 etc where the equity could be worth something. Essentially a go-shop arbitrage with higher upside and lower downside (100% downside risk)
A Case Study in Capital Allocation: Philadelphia & Reading In 1955, Ben Graham took control of P&R. Over the next 12 years, Graham transformed P&R from a failing coal mine into a high-return holding company. Here's why P&R was Buffett's - Largest investment - Berkshire template
Have followed @AsifSuria for a long time and am a subscriber to his site, @InsideArbitrage Stoked to pre-order his new book:
Nothing much better than your stock doubling in one day. But nothing much worse than you selling for a double only for it to triple. If I only held for like another hour. $SSNT. DANGIT. lol.
$TENK kind of interesting. Buy the SPAC and get a free look at the NDA submission/approval for $CTXR. If it doesn’t work out redeem for nearly all your money back.
Inability to handle owning a volatile or illiquid stock is an interesting irrationality some people have. It could be a net-net or a recently converted mutual and investors would still freak out.
When the liquidation trustee is actually good at their job and not just dragging out everything to collect more fees.
Looks like Andy Beal scored another big win... markets.businessinsider.com/news/bonds/bil…
Who could possibly be shorting a litigation situation with stated 10x upside?
When to sell bank preferreds you bought in March? Some are somewhat cheap now. Some are still 10% yielding. Sort of below the IRR targets but income is good from cost.
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