Process Capital

Day job watching polls in Ben Graham’s voting machine, free time spent on the weighing machine. Basketball & Finance Tweets. Always down to read opposing views

[Process Capital @Process_Cap]

https://t.co/0PDiHoYZOc

This is the details I’m going off of. I bought 99 shares today and will tender them for about $140 in profit on a $110 outlay.

Tender runs at the end of the month. I don’t recommend buying more than the 99 share odd lot amount

[Process Capital @Process_Cap]

$OPTU

[Hunter 🌆 @rhunterh]

If you're over 30 and your friend group isn't texting you about an odd lot tender to make $143, you need to find a new friend group.

[Process Capital @Process_Cap]

@mil01425146 @ChenWei34439 Welp deleted wrong post whoops

But just was going to add to above that I used to do the math and find ways of if I could play it and make more money

Generally that strat didn’t work great for me so now I just buy the 99 shares and move on. Adds a few hundred in annual return

[Process Capital @Process_Cap]

@mil01425146 @ChenWei34439 Yeah should be a minimum and then you have to guess what the other 60 is worth in the post fire sale and figure out if that’s gonna work out more favorably

[Process Capital @Process_Cap]

@RampCapitalLLC Jensen said they won’t get killed so lot of independent thinkers buying

[Process Capital @Process_Cap]

@boujee_banker You didn’t bottom tick it? What a casual 😂

[Process Capital @Process_Cap]

@Calvsams @curbyourfomo1 @HotshotWake Awesome, thanks for following up!

[Process Capital @Process_Cap]

For those newly following $PRM post-Sohn pitch

Check out @HotshotWake the podcast and Substack give a real on the ground knowledge of fighting wildfires

Some great guests on the pod to for understand the recent shifts of gov’t policy

Recent one on the Chernobyl fires below

[Process Capital @Process_Cap]

@boujee_banker I’d guess Quilvest - I haven’t read the filing but assume based on size it’s a seller of the private shares

[Process Capital @Process_Cap]

@boujee_banker $47 - stayed a buck below the street high (Scotia)

3 neutrals left - UBS, Goldman, & Jeffries

I think Goldman has asked questions on the last few earnings calls.

Wonder if they’re waiting on the lockup expiration catalyst before any upgrade. That’s probably what I’d be doing

[Process Capital @Process_Cap]

I wrote a bit about Bournemouth & $CNNE this weekend while watching the Premier League play out. Not Champions League - but still a good season.

https://t.co/ASuZrAqG4P

[Henry Winter @henrywinter]

Bournemouth sold *check notes* Zabarnyi for £57m, Huijsen £50m, Kerkez £40m, Ouattara £45m and Semenyo for £65m in January for a very grand total of £257m *checks maths. not a strength*. Bournemouth continued playing attractive, winning football, ending the season unbeaten in 18, sixth in the table and qualified for Europe for the first time ever in their 127 years.

Iraola has done a magnificent job – and so has Bournemouth’s recruitment department. Kroupi and Scott the latest gems being polished. Senesi, a £12m signing from Feyenoord four years ago, leaves a free agent to Spurs with plenty of good wishes following his fine defensive service over 128 games. Bournemouth get good value out of players and/or good value for them.

Well-run club. Pity that Iraola is leaving and missing out on the European adventure that he helped secure. Leaves team in good shape for incoming Rose. Coaches and players...it's all in the succession planning. #AFCB

[Process Capital @Process_Cap]

https://t.co/y81bCbcCqi

$PRM

[Process Capital @Process_Cap]

$PRM CEO selling 11% of his stake in the company.

I’m fine with that - it’s smart personal finance he has probably >50% of his net worth in the company (pulled that # from my ass)

I don’t love it dropping after the close Friday of long weekend though. Just seems underhanded

[Process Capital @Process_Cap]

Main purpose of going to the 3 year old episode was hearing Bob's way of thinking. Bill has mentioned him admirably recently in passing on the pod.

After the reminder on Bob's world view going to be checking out his 13F. Maybe a thread for another day

[Process Capital @Process_Cap]

Listening to an old Business Brew episode with Bill & Bob Robotti. This part stood out - more applicable now than when he said it.

"The Fed can't do anything, people believe the fed can do everything...he's the Wizard of Oz"

@BillBrewsterTBB @BobRobotti
https://t.co/myf24oo2Cg

[Process Capital @Process_Cap]

Feels like the attacks on Fed independence could lead to an "Emperor has no Clothes" kind of moment if Warsh gets too out of line.

Yields been acting interesting. Have some @QTRResearch to read on this topic still

[Process Capital @Process_Cap]

Yes, this is me giving myself permission to grind FIFA while catching up on podcasts/audiobooks this weekend while my GF is traveling.

[Process Capital @Process_Cap]

As a distance runner with some ADHD tendencies, one thing I’ve learned is how valuable it is to keep something going for a long time — even at 60–80% focus.

Consistency compounds and burnout is no different than a single 0 in that series.

[Process Capital @Process_Cap]

@jawnzilla Implied vol is so high in these rare earth names you can buy 100 shares and get a 15-20% return on your cost basis selling a Nov/Dec call struck at double the current price

Been doing this in $UAMY and th more I read about rare earths the more $NB comes up