Becoming Munger

Stonks go up (and down). I write naked

[Becoming Munger @BecomingMunger]

@HighyieldHarry Underrated idea: buy low, sell high. 🚀🚀🚀

[Becoming Munger @BecomingMunger]

@ajtpgrz @P_Remarks Think self off is too much too quick?

[Becoming Munger @BecomingMunger]

@nataninvesting Should retire 4% of shares just this quarter. If NI remains the same in 2026, not crazy to estimate EPS to be $6.50 be year end. Granted, that’s not using average share count over ‘26, just ending share count of ~800M, but still…

[Becoming Munger @BecomingMunger]

@ruudjuud @wolfejosh I am more concerned with Ligma

[Becoming Munger @BecomingMunger]

@dstressedcos @blondesnmoney @FundasyInvestor What broker do you use?

[Becoming Munger @BecomingMunger]

@dstressedcos @blondesnmoney @FundasyInvestor Would you not be paying borrowing cost if so? Which is practically the same (if not exactly the same) as the margin rate? Isn’t the point of this discussion to access capital at rates lower than the margin loan rate?

[Becoming Munger @BecomingMunger]

@TheExtra1234 @blondesnmoney @FundasyInvestor I think you mitigate that risk with SPX options, i.e. European vs American style options

[Becoming Munger @BecomingMunger]

@blondesnmoney @FundasyInvestor Thank you for taking the time to explain. Much appreciated 🍺

[Becoming Munger @BecomingMunger]

@blondesnmoney @FundasyInvestor Can you elaborate just a little more for us slower folk? Is the interest expense associated with this borrowing really an interest expense? Or is it deductible because it’s actually a short term loss on the spread?

[Becoming Munger @BecomingMunger]

@Reignots @SupBagholder This take is so wrong

[Becoming Munger @BecomingMunger]

@MoonstoneCaptl @dalibali2 Wrong

[Becoming Munger @BecomingMunger]

@StockSaleFlyer @patientinvestor Same

[Becoming Munger @BecomingMunger]

@teechongyen @DividendTalks And $AMZN if it gets < 25x

[Becoming Munger @BecomingMunger]

@WVUGrizzly @DividendTalks Wrong

[Becoming Munger @BecomingMunger]

@marketplunger1 $GOOG $TGT $PYPL

[Becoming Munger @BecomingMunger]

@idkandthatsokay Source for the securities fraud point?

[Becoming Munger @BecomingMunger]

@TSLAshareholder @alc2022 For shorts maybe

[Becoming Munger @BecomingMunger]

@GoodLordJord @stockgutter Can’t turn down that sweet SPAC money

[Becoming Munger @BecomingMunger]

@JoeCarlasare You’re an idiot

[Becoming Munger @BecomingMunger]

@greiser @martinfrosa But it’s not separate. Rent avoidance needs to be factored into the equation. A cash savings is the same as income. You have to live somewhere. Adding in rental savings probably juices the returns another 4-5%