Stocks

[Adriano@10]

BOJ just giving up..... They might never again be able to raise rates... Seems like smart central bank policy...

 

[Pimpin]

Helios Towers with another amazing set of results, leverage down 0.6x, EBITDA up 20%. Net leverage will be 4x and declining..

organic sites growth not as strong but its just a matter of time..

trading at 2.9 ebitda 4.3 times free cash flow..

 

[Adriano@10]

Strange times we re going from +3% to -3% from day to day...
Great for day trades absolutely unnerving for me

 

[Adriano@10]

Looks like the jig is finally up for b riley... down 47% hard to find a management team and stock pumpers more deserving of this downfall thn these clowns...
Glad i can finally walk away from this trade with a neat profit after these fuckers fucked me over with a bunch of lies shortsquezes and other shenanigans.

 

[Adriano@10]

Bought some CME calls just for the fuck of it no CEO makes that much of a difference unless the next one is absolutely incompetent

 

[Adriano@10]

Mixed reaction to the CPI would have expected a bigger rally a 2.9% anyways i guess it stlll leaves some room for the fed to not cut...

Also check out fairfax india canadian holding with focus on india currently tades about 10CDA under book value and one of it s biggest direct holdings is gonna ipo most likely still this year. Nice exposure to India with assets that are valued relatively conservative (the private ones). The IPO is the bangalore airport i just talked to a buddy of mine who is also an asset manager and he said him and most other indian investors are quite excited for that IPO so we should get a nice boost there. The whole thing is run by a indian/canadian guy who is known as the canadian warren buffett. Only obvious downside is the rather high mgm fees which should land somw here in the 3.5% which also might explain away part of the NAV discount.
Anyways i started a small position just cause i want the indian exposure and i like it more than any india etf/fund currenty available to me.

 

[Pimpin]

I love the people who sold me walmart shares at discount everytime this thing dips.

43% up post q3 earnings (2023)

 

[Adriano@10]

HAHAH was about to post I hope you boys are enjoying this as much as i do... Loaded up on some more long dated puts on the opening rally...(Mainly TESLA and CVNA but also some Meta as i m nt gonna sell my meta Position so i need a bit of a hedge)
Lets see how it goes think we still have a long way to go but who knows we sure as shit will get some counter rallies and some hopium. Also I m not sure how much of he damage was done by the JPY carry trade which probably is already unwinded for the most part.
Anyways strap in boys it s gonna be a fun couple of months with lots of opportunity but also lots of risk. Most important thng is that you get through the storm with some liquidity left so that you can pick up stuff on the cheap like we did in 08-10....

Also ths is not advice to go short on current markets for anybody just what i m trying to do.

Edit: and this current reaction is why it s nt advice to anybody... WHO the fuck buys the most overpriced used car seller when we re about o go into a downturn? Makes little sense even if you ignore all the red flags.... Anyways here i go doubling down pray for me boys

Maybe my worst take on markets ever?
Also this reactin to retail sales being up 1%
Weird fucken times