@SpacBobby@JonahLupton@LuoshengPeng Do you utilize stops from a portfolio perspective... or from a Single name perspective? Do you only set stops if you have ideas to buy, or do you do it because you think you don't want to own a name at a certain level? Asking as a guy who buys low... but doesn't sell high...
@chriskatje @sandiegosam @almaadeed Some that i really like and am in... Proven Mgmt: $SRNGU $SWBKU $STPCU $KCACU Sector Play: $ENVIU (also half warrant... NICE!) May enter soon: $RMGCU $VTIQU There's not much talk about opportunity cost right now... Stay Safe
The way things are going. $PSTH is going to be Subway or Bloomberg and the whole SPAC market collapses. People aren’t even buying the Sportradar rumor! New market mentality. Sell the rumor. Short the news
I can’t help but think the ARK sell offs and SPACs are related. It’s tax time right around the corner, and I think there are a lot of retail traders surprised by their capital gains tax bill, and need to raise cash. Need to have a quick trigger right now.
Was in heavy for a while on $HZON and $HZAC because 1) at NAV 2) management team is solid. Did I expect $HZON to land Sportradar (hopefully) no, but I’m confident Robbins (CEO $DKNG and $HZON director) can help make Sportradar a powerhouse. Great pairing here. Get long!
@RonnieKStocks Agree 100%. I’ve been doing this all along. Kicked myself sometimes for not pulling trigger around 11.50-12 (PIPP) but now, I had the opportunity to buy under 11 (didn’t have the cash unfortunately). Which brings me to my question. Are you trimming pre-LOI if you are +30%?