catalyst or bust

@catalystbust

name says it all DYODD

Beigetreten Mart 2022

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catalyst or bust@catalystbust·28 May

Not sure if anyones interested but incase anyones wondering the port is as follows in no order 1. $NVR 2. $GTX 3. $FLL 4. $LFCR 5. $WOW 6. $SHC 7. $RSVR 8. $GOOG 9. $CMCSA 10. $HOLN.SW 11. $KRN.DE 12. $WSU.DE 13. $ECTM 14. $H02.SI 15. $TCU.SI 16. Short $WMT via puts

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catalyst or bust@catalystbust·12m

@allenkhatch This is a fun one in the sense that at $TACT scale Simply going private generates significant cost savings hahaha

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Allen Khatchatrian@allenkhatch·3h

Couple of interesting updates at $TACT - former CEO wrote a letter questioning company and they hired a new CFO

Allen Khatchatrian@allenkhatch

1/ $TACT (TransAct Technologies) is one of those stocks that almost nobody is looking at. $36M market cap. No analyst coverage to speak of. But if you understand the casino supply chain, this company is hiding some interesting assets under a pile of public company costs. Let me break it down:

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catalyst or bust@catalystbust·17m

Certainly a murky option but one that would if possible to execute Would prove quite fruitful for $FLL

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catalyst or bust@catalystbust·18m

It’s a proven concept with clear runway for scale that could fetch quite a premium if they could clear it with regulators considering current status of temporary license needs extension with Illinois.

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catalyst or bust@catalystbust·18m

IDK what I’m missing but $CNTY appeared to have an objectively better quarter with IMO far more credible catalysts than $FLL and yet the stocks reacted inversely with two Micro caps it’s to be expected

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catalyst or bust@catalystbust·1d

I think the unfortunate reality for $FLL is Chamomix is just not panning out as planned, maybe it turns the corner but at this point it seems like they just plainly over spent building this property. Great management team here but sometimes even Ted Williams will strike out

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catalyst or bust@catalystbust·10 Nis

I think a good idea of whether you should trust a commodity focused twitter account is first if they understand the concept of basis If they don’t….. well there’s your answer

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catalyst or bust@catalystbust·10 Nis

@allenkhatch True I remember the META one in 2022 that turned out very well

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Allen Khatchatrian@allenkhatch·10 Nis

@catalystbust I think a lot of folks went long netflix once ackman gave up shortly after a bad earnings print. Also remember some folks going long META / GOOG in 22

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catalyst or bust@catalystbust·9 Nis

Does anyone recall a fintwit consensus trade that actually worked, I literally can’t recall one Like ever

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