Author Topic: what are you selling today?  (Read 236842 times)

boilermaker75

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Re: what are you selling today?
« Reply #680 on: February 09, 2021, 11:51:58 AM »
Continued to trim TSLA.  Love the products, love the focus on great engineering, love Musks conceptual framework of first principals thinking.  Just don’t like the price here as there is no margin for execution risk IMHO. 

Musk’s contribution to advancing the conversation around renewables and making engineering sexy deserves a top 5 place in the world’s rich list. Just not sure how much drops to the average shareholder...the voting machine is in overdrive at the moment, the weighing machine is due to kick in over the next few years.

cheers
nwoodman

I love Tesla and think it has a bright future. I also think this market bubble is going to pop and its going to hit the companies trading at 26x sales while growing less than 20% a year the hardest, so I purchased some 2022 Tesla $200 and $400 puts. Thats kind of like a sell, isn't it?

Yes, I would consider that a sell.


Broeb22

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Re: what are you selling today?
« Reply #681 on: February 12, 2021, 03:10:58 PM »
Trimmed EPAM and DAVA.

57% CAGR over 4 years in EPAM and 90% CAGR over 2 years, so I’ll take it.

Spekulatius

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Re: what are you selling today?
« Reply #682 on: February 16, 2021, 04:31:46 PM »
Reduced CBOE after the stock jumped due to 8-k disclosure which indicated that management may be concerned about a takeover. While a takeover is a possibility, this stock had disappointed me too many times and the expense guidance for 2021 is atrocious.
Life is too short for cheap beer and wine.

CorpRaider

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Re: what are you selling today?
« Reply #683 on: February 17, 2021, 12:19:58 PM »
Reduced VIAC position.  What's my next move..."Talk to me Goose."

woltac

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Re: what are you selling today?
« Reply #684 on: February 18, 2021, 09:04:19 AM »
Sold 1/2 of my BOMN position purchased in March 2020.

Spekulatius

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Re: what are you selling today?
« Reply #685 on: February 18, 2021, 03:49:32 PM »
Reducing CBOE a bit more.
Life is too short for cheap beer and wine.

rkbabang

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Re: what are you selling today?
« Reply #686 on: February 19, 2021, 07:51:15 AM »
Sold my SAVE Jan 2022 $45 calls for a 126% gain.  I'm out of SAVE completely now.

nwoodman

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Re: what are you selling today?
« Reply #687 on: February 19, 2021, 11:58:22 PM »
Trimmed AAPL position

CGJB

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Re: what are you selling today?
« Reply #688 on: February 20, 2021, 08:57:34 AM »
Friday I sold half my position in GBTC. It had doubled from where I bought it, so I got my original capital back and let the rest become a free ride.

username

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Re: what are you selling today?
« Reply #689 on: February 24, 2021, 07:26:02 AM »
360 Jan 22 (covered) calls on Goldman Sachs.
There's no limit to what a man can do or where he can go if he doesn't mind who gets the credit