Gr8t4ver

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Gr8t4ver

Gr8t4ver

@gr8t4ver

Nothing posted is investment advice, just thinking out loud.

Katılım Temmuz 2022
104 Takip Edilen207 Takipçiler
Gr8t4ver
Gr8t4ver@gr8t4ver·
@Arbtrader69 is there a withholding tax on $JHG since it's Jersey/UK jurisdiction? wondering if there's an opp in the options with final occ settlement
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AT@Arbtrader69·
@gr8t4ver Same here, FWIW. I'll do OK as is. But a lil bump always makes arbs content.
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Gr8t4ver
Gr8t4ver@gr8t4ver·
@jbulltard1 what happens to $smh under that scenario ... 🤔
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jbulltard
jbulltard@jbulltard1·
Just curious, what is stopping china right now for implementing a similar naval blockade on Taiwan?
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taobanker
taobanker@taobanker·
extended hour SPX option trading on $IBKR is literally broken how is $IBKR just running laps around everyone else, it's pathetic
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Gr8t4ver
Gr8t4ver@gr8t4ver·
Lightning Round: You shouldn't own Campbell's, says Jim Cramer you know what to do with $cpb ....
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Gr8t4ver
Gr8t4ver@gr8t4ver·
this time of year i get so unmotivated to work and trade as I calculate the taxes owed.... seriously what's the point beyond a certain number? Hit that number and just take the rest of the year off, rinse repeat.
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Gr8t4ver
Gr8t4ver@gr8t4ver·
@negligible_cap lol, 4 years from now.... let's puke them all, meantime 2026-2028 will be solid overbooked.... $LITE $COHR
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Negligible Capital
Negligible Capital@negligible_cap·
Photonics names like $AAOI, $LITE, $COHR and others are getting smoked after overnight reports came out that Samsung is entering the silicon photonics foundry business with next gen CPO by 2030 thelec.net/news/articleVi…
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Deep Sail Capital
Deep Sail Capital@DeepSailCapital·
@kevinxu $10m in a 401k is worth $7m post tax $5m in a Roth is worth $5m post tax. $10m in a 401k.
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Kevin Xu
Kevin Xu@kevinxu·
would you rather have: - $10M in a 401k - $5M in a Roth
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Gr8t4ver
Gr8t4ver@gr8t4ver·
@Arbtrader69 expect $JHG to drift towards 51, will reevaluate then
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Gr8t4ver
Gr8t4ver@gr8t4ver·
@Arbtrader69 and that's the bump i expected, selling $JHG premarket
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Gr8t4ver
Gr8t4ver@gr8t4ver·
@Off_The_Tape $UWMC might be worth a flyer for a a little near term squeeze
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Rick Bandazian Jr.
Rick Bandazian Jr.@Off_The_Tape·
Two Harbors Jumps on Unsolicited $10.70/Share Acquisition Bid. $UWMC short-interest 25mm > 55mm (largely arbs hedging the deal ratio). $TWO was already trading negative spread going into this. They recently adjourned the mtg so something was up (known). unclear how this will end (will $UWMC come back/walk, but some of this arb needs to be unwound today), UWMC is on radar:
Rick Bandazian Jr. tweet media
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Gr8t4ver
Gr8t4ver@gr8t4ver·
@Arbtrader69 *client representing billions of dollars of aum informed the Special Committee that it was previously a client of an investment firm acquired by Victory, and, as a result of its experience, this client would end its relationship with $JHG if it were owned by Victory. lol
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Gr8t4ver
Gr8t4ver@gr8t4ver·
@Off_The_Tape I would like there would be crossover buyers given the wide spread. $EA expected to close in June? EC & CFIUS left? Decent IRR
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Rick Bandazian Jr.
Rick Bandazian Jr.@Off_The_Tape·
@gr8t4ver Its what i call "2b" ("too big") for arbs to tighten it up to appropriate Spread and Implied. There's only so much capital run by Arbs (and all the people long it who think they are arbs). Both Event and Macro (and everything else) is driven by positioning/flows/size.
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Gr8t4ver
Gr8t4ver@gr8t4ver·
high demand for $EA debt deal but no relief in the spread.... 🤔
Rick Bandazian Jr.@Off_The_Tape

Event-Driven News: #Mergers #Acquisitions #EventDriven $SNPS $DDS $TWO $EXAS $EA $FR $BX #PrivateCredit #MarkToMakeBelieve *Activist Elliott Investment Management Has Multibillion-Dollar Investment in Synopsys, Sources Say -- WSJ *DILLARD'S: W.D. COMPANY WILL MERGE WITH AND INTO CO TWO Determines Unsolicited Proposal from CrossCountry Mortgage is a “Company Superior Proposal”, TWO Receives Additional Unsolicited Proposal at $10.75 Per Share ... *Exact Sciences Corp. (EXAS) Halted due to additional information requested by NASDAQ Electronic Arts $15 Billion Debt Sale Draws $25 Billion Demand First Industrial Realty Trust Inc. (FR): Land & Buildings Investment Management founder Jonathan Litt withdrew his nomination to join the board Blackstone’s flagship private credit fund posted its first monthly loss in more than three years ---------------- Donald J. Trump: I AM PLEASED TO REPORT THAT THE UNITED STATES OF AMERICA, AND THE COUNTRY OF IRAN, HAVE HAD, OVER THE LAST TWO ...

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Greg Bylenok
Greg Bylenok@gbylenok·
@gr8t4ver Curiously large sales from the CTO and president these last couple of weeks.
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Gr8t4ver
Gr8t4ver@gr8t4ver·
$SEMR approved, HSR approved. Deal should close next week, why the spread widening?
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