Graham Ruck

[Graham Ruck @TamarinCapital]

@rocker_jdb @given2tweet Yeah, I’m not pretending I can figure out all the possibilities behind the scenes so have put on a modest dose of Jan $65/70’s for what looks like a high probability 40%+ IRR 🤷‍♂️

[Graham Ruck @TamarinCapital]

@given2tweet Hard to believe $BHF was at $66 post the buyout announcement and now down to $61. With the Jan $65 calls, an over 30% IRR assuming 2026 close. Does this wide an arb spread make sense given the risks?

[Graham Ruck @TamarinCapital]

@WhaleEverything @NoLimitGains @grok DONE

[Graham Ruck @TamarinCapital]

@given2tweet Legend Status! Adding my 'Thanks' for continuing to post your thoughts and insights transparently into the ether. Re-upping both $BHF and $FWRD despite all the baggage of the last few months, and then being right... you're a King!

[Graham Ruck @TamarinCapital]

@itsCblast Play

[Graham Ruck @TamarinCapital]

@SajKarsan I also like how despite having Israel risk, there are no manufacturing facilities, so in a worst case scenario they can move operations to one of their regional offices.

[Graham Ruck @TamarinCapital]

@SajKarsan As with all these kinds of names, it is really hard to 'know' if their position in the market is sustainable. However, the rate at which they are buying back shares, and their balance sheet mean the margin of safety here is substantial.

[Graham Ruck @TamarinCapital]

@itsCblast 11 Flips

[Graham Ruck @TamarinCapital]

@itsCblast SPX

[Graham Ruck @TamarinCapital]

@given2tweet Maybe "Gary" is too busy talking with Keynes to get the paperwork filed? 🤔😂

[Graham Ruck @TamarinCapital]

@given2tweet This was amazing! Your twitter feed and Youtubes are pure gold and just wanted to give you some words of support from what I'm assuming is the "silent majority" of your followers. Love what you do, please keep doing it. The horrific days just make the wins taste sweeter!

[Graham Ruck @TamarinCapital]

@given2tweet The "break" value has deteriorated so much. Business collapsing, and balance sheet worse. Basically worst case scenario for all involved. Truly remarkable that I've steered clear so far! 😀

[Graham Ruck @TamarinCapital]

@given2tweet Any view on $IRBT? Seems perfect for arb degens!

[Graham Ruck @TamarinCapital]

@Biohazard3737 Thanks for the info. What a bizarre way for the old adage of “never give stock tips to family” to play out!

[Graham Ruck @TamarinCapital]

@Biohazard3737 Brutal. Which jurisdiction are you in? Withholding tax has always been a pain for me, but withholding on proceeds is a new, even more painful twist!

[Graham Ruck @TamarinCapital]

@Biohazard3737 Had same realization today with $DCP in a Canadian account. I'm trying to figure out whether a US tax filing can get a refund of that withholding based on your actual capital gains liability??

[Graham Ruck @TamarinCapital]

@given2tweet Long time follower also running my own money, who is a read-only Twitter user. Love your mix of ideas + humour + self deprecation... Was going to ask, on Risk Navigator what calculation do you do to calculate "16% common" or to calculate delta adj amounts? Just curious. Thanks!

[Graham Ruck @TamarinCapital]

@deechoubey @ZinvestZ @MoneyLionIR Exactly, Dee! Just keep building and growing and the share price will catch up. The ‘ugly’ de-spac is an amazing opportunity for new investors.

[Graham Ruck @TamarinCapital]

@NVIDIAGeForce #FortniteRTX