@Ozard_OfWiz looks like your binyhod chart has binahod overlaid on it. only naz is flashing 3.
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Enoch, $54.20 and gone
2.6K posts
Enoch, $54.20 and gone
@_Enoch_Root_
Deprecated account: Dad | Alchemist - Societas Eruditorum | There are no toxic assets, only toxic prices |
In my head, mostly Bergabung Temmuz 2009
355 Mengikuti722 Pengikut
@dkl1897 @JasonKopcak @ragnarisapirate @CorneliaLake ha, apologies! I have no idea where I got that from.
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@FiniteHexagon @ragnarisapirate @thomascolombel @D1Fund @Shmompounder Can’t speak for him obviously, but if I were a 13 Filer, and knew my activity would be public in a few days, I’d also be inclined to blow things out and get ahead of that news. Especially with some thing as a liquid is this. Lesser of two evils I guess.
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$AAMC looking interesting here again in the $60s. Any explanations on the recent selloff?
CompoundShmompound@Shmompounder
Sold all my $AAMC. CB ~$30/sh. Out at ~$83. Easily biggest winner this year. May be too early if company continues to execute but feels overextended here. Still wish everyone who owns it makes a bunch more $$.
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@dkl1897 @JasonKopcak @ragnarisapirate @CorneliaLake Daniel Ludwig == Teddy King? Thanks for posting this, very generous of you/him to share these thoughts here.
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@ragnarisapirate @D1Fund @Shmompounder @thomascolombel wonder if either of the 2 large holders have anything else going on at the moment...
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@ragnarisapirate @D1Fund @Shmompounder @thomascolombel If public sources I see are accurate (incl. that Luxor does not own any common) then there's only 2 owners with sufficient shares to push anything close to this volume. Weird coincidence with the case timing if it were either of them, but we'll see a filing soon enough if it was.
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@GardinerIsland @tradewindsnews it doesn't generate a k-1
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@tradewindsnews the $64bln question is whether prices have dropped enough yet ......
geezus .... $KNOP at$11 7/8
if it didn't generate a K-1 i might nibble on some
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Container sector braces for era of lower profits as spectacular rate slide continues
#shipping #containershipping
tradewindsnews.com/containerships…
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You know what they say, one man's accounting error is another man's wire fraud carrying $1 million and 30 years per instance...
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@retails_edge @bkclaims Sure, any # of reasons. But if WELX had claims on what amounted to 500+ BTC, that would have been over $1.25/WELX share even back then at $10k BTC. So that sale at that price at that time would have been very unlikely. I think it's off by an order of magnitude at least.
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@_Enoch_Root_ @bkclaims I agree with you. No doubt disappointing to see Thomas exit - even though he still has skin in the game with the promote. Perhaps more enticing opportunities elsewhere?
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Interesting to listen to this as a shareholder of $WELX. $WELX has owns Mt. Gox claims through @bkclaims's firm. On the books, these claims are valued at $350k. If this is at cost, shareholders could be looking at 500+ bitcoin that can hit the balance sheet in '24.
Yano 🟪@JasonYanowitz
Ever wonder who buys the deposit claims from bankrupt crypto companies? We brought @bkclaims on @theempirepod to explain: a) How distressed investing works b) How to value bankruptcy claims c) Why he bought FTX claims d) Update on Mt. Gox claims Enjoy!
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@retails_edge @bkclaims But one of the guys who does know is on this thread, and his WELX stake was reported at ~578,000 shares at 6/30/20 and 83,000 at 9/30/20, and the only week during that quarter where enough shares traded to bridge those 2 figures, the WELX VWAP was 78 cents.
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@retails_edge @bkclaims I think they are carried at lower of cost or market, and at 9/30 they didn't need to mark them down. I also think the carrying value does not include any performance fee payable. And finally I do not know if the full $350 relates to Mt Gox claims or also includes other claims.
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@retails_edge @bkclaims Given the commentary and actions over the last few years of those who would know best, I'd be very surprised to learn Winland's Mt Gox stake amounted to more than about 20 BTC worth of claims, and maybe as low as 10 BTC.
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@KrisAbdelmessih Dickens and Dumas on audiobook, look for Simon Vance narrator (this style and age is how these stories were meant to be consumed!)
Ender’s Game series
All of John Green’s books (not classic… yet)
Hobbit and LOTR if they can read at 11-12 year old level.
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Enoch, $54.20 and gone me-retweet
“SBF needs to go to jail!”
The New York Times:
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@DumbInvestorGuy @AKWilk GRA primarily, he knew it intimately and had a massive concentration in it as it went through Ch11 and out the other side. It went up about 50x over the last 20 years
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This is amazing.
TL;DR: “what I did was possible for anyone to do, but I’m just much better.”
Finding Compounders@F_Compounders
Ted Weschler’s statement on his IRA. Ted grew his IRA, which he converted to a Roth IRA in 2012, from $70 000 to $264.4 million
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Brief code review as he’s walking around the office:
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