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Andrew Stepner
,
Richard M
3
4/20/24
Ever do shorts?
Oops, forgot to click send, sorry for the delay... Nice. What broker do you use? I ask because in an
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Ever do shorts?
Oops, forgot to click send, sorry for the delay... Nice. What broker do you use? I ask because in an
4/20/24
Andrew Stepner
,
Richard M
2
4/9/24
Long/Short pair trades is a legit strategy for tax loss harvesting?
I can see value here. Another strategy is that if you have a long term capital gain, and you sell a
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Long/Short pair trades is a legit strategy for tax loss harvesting?
I can see value here. Another strategy is that if you have a long term capital gain, and you sell a
4/9/24
Andrew Stepner
8/15/23
Return Stacking
I am undertaking a massive project to implement the relatively recent concept being marketed as
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Return Stacking
I am undertaking a massive project to implement the relatively recent concept being marketed as
8/15/23
Andrew Stepner
8/5/23
JNJ odd lot tender coming up
JNJ odd lot tender coming up apparently: https://www.jnj.com/johnson-johnson-launches-exchange-offer-
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JNJ odd lot tender coming up
JNJ odd lot tender coming up apparently: https://www.jnj.com/johnson-johnson-launches-exchange-offer-
8/5/23
Andrew Stepner
5/3/23
Current positions / Portfolio
My current portfolio/positions in descending order: Treasuries/Cash GRBK CEIX IMVT TECK SPHR BHF WWE
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Current positions / Portfolio
My current portfolio/positions in descending order: Treasuries/Cash GRBK CEIX IMVT TECK SPHR BHF WWE
5/3/23
Andrew Stepner
5/3/23
$SPHR Sphere entertainment
I'm doing some research on $SPHR Sphere entertainment. Let me know if you want me to share it.
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$SPHR Sphere entertainment
I'm doing some research on $SPHR Sphere entertainment. Let me know if you want me to share it.
5/3/23
Andrew Stepner
12/27/22
$TECK Resources
From Einhorn/Greenlight, I just got long Teck Resources. Full Sohn Conference pitch deck is here from
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$TECK Resources
From Einhorn/Greenlight, I just got long Teck Resources. Full Sohn Conference pitch deck is here from
12/27/22
Richard M
, …
Andrew Stepner
27
12/26/22
$CNXC
I think I am going to get long $CEIX based on the pitch from Einhorn/Greenlight. I am late on the $
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$CNXC
I think I am going to get long $CEIX based on the pitch from Einhorn/Greenlight. I am late on the $
12/26/22
Andrew Stepner
,
Richard M
6
9/23/22
Prepping for a bottom
Downtrend The S&P 500 now seems to be testing the prior 52 week low (within 1.5% today). It has
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Prepping for a bottom
Downtrend The S&P 500 now seems to be testing the prior 52 week low (within 1.5% today). It has
9/23/22
Andrew Stepner
, …
Richard M
8
6/23/22
$KSS merger
My sourcing of info on SAVE/JBLU is fairly nonexistent whereas I have good info flow on KSS. I'd
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$KSS merger
My sourcing of info on SAVE/JBLU is fairly nonexistent whereas I have good info flow on KSS. I'd
6/23/22
Andrew Stepner
,
Richard M
3
6/10/22
$TWTR - Twitter merger arb
Whoops, I guess I never replied on this... I get Elon has skirted the law before. But isn't this
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$TWTR - Twitter merger arb
Whoops, I guess I never replied on this... I get Elon has skirted the law before. But isn't this
6/10/22
Andrew Stepner
,
Richard M
5
5/24/22
$VMW VMWare Merger Arb
Thanks. Yeah I'm still on the fence and may not pull the trigger. Unsure at the moment. On Tue,
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$VMW VMWare Merger Arb
Thanks. Yeah I'm still on the fence and may not pull the trigger. Unsure at the moment. On Tue,
5/24/22
Andrew Stepner
3
11/23/21
$OPEN - Opendoor
Well this has come back to bite me so far at least. $OPEN currently getting crushed and very unclear
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$OPEN - Opendoor
Well this has come back to bite me so far at least. $OPEN currently getting crushed and very unclear
11/23/21
Andrew Stepner
,
Richard M
3
5/25/21
$IMVT, $MAACW, SPACs, Warrants, WTF
FYI https://finance.yahoo.com/news/spac-buy-back-own-spac-133143096.html On Tue, May 25, 2021 at 9:46
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$IMVT, $MAACW, SPACs, Warrants, WTF
FYI https://finance.yahoo.com/news/spac-buy-back-own-spac-133143096.html On Tue, May 25, 2021 at 9:46
5/25/21
Andrew Stepner
2
3/16/21
Portfolio Update
I have done an occasional portfolio update on different threads. This is not the most recent but it
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Portfolio Update
I have done an occasional portfolio update on different threads. This is not the most recent but it
3/16/21
Brendan Mathews
, …
Andrew Stepner
9
3/8/21
Einhorn Q4 letter
I am surprised $GRBK has not kept pace with the market recently. I am probably going to add more of
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Einhorn Q4 letter
I am surprised $GRBK has not kept pace with the market recently. I am probably going to add more of
3/8/21
Andrew Stepner
3
3/8/21
Merger Math? (TLRA/RUBI)
I have had pretty good fortune with $MGNI (renamed from $TLRA after merger with $RUBI). I plan to
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Merger Math? (TLRA/RUBI)
I have had pretty good fortune with $MGNI (renamed from $TLRA after merger with $RUBI). I plan to
3/8/21
Andrew Stepner
, …
Richard M
13
11/23/20
Coronavirus
I don't have a strong short term view but as you look longer term the vaccine data looks quite
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Coronavirus
I don't have a strong short term view but as you look longer term the vaccine data looks quite
11/23/20
Andrew Stepner
,
Richard M
12
10/29/20
$IMMU Merger Arb - place for cash - maybe 3% return
I need the next place to rollover my cash. Hmm On Thu, Oct 29, 2020 at 9:42 AM Andrew Stepner <
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$IMMU Merger Arb - place for cash - maybe 3% return
I need the next place to rollover my cash. Hmm On Thu, Oct 29, 2020 at 9:42 AM Andrew Stepner <
10/29/20
Andrew Stepner
10/5/20
$GLRE - Greenlight Capital Re
Any views on Greenlight Capital Re? Stepner
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$GLRE - Greenlight Capital Re
Any views on Greenlight Capital Re? Stepner
10/5/20
Andrew Stepner
5/29/20
Odd Lot - $ECL to $APY
Odd Lot on $ECL that provides $APY shares at a seeming 10% discount. And there is $CHX-W, "which
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Odd Lot - $ECL to $APY
Odd Lot on $ECL that provides $APY shares at a seeming 10% discount. And there is $CHX-W, "which
5/29/20
Andrew Stepner
2/21/20
$MCK Odd Lot Tender
99 shares, by 3/9/20 expiration, worth about $900 and it just hit the upper limit on the ratio...
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$MCK Odd Lot Tender
99 shares, by 3/9/20 expiration, worth about $900 and it just hit the upper limit on the ratio...
2/21/20
Andrew Stepner
,
Richard M
20
2/12/20
Any good leads? // Portfolio Update
Yeah, $MO is intriguing to me as well On Wed, Feb 12, 2020 at 8:12 AM Richard M <rmordini@gmail.
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Any good leads? // Portfolio Update
Yeah, $MO is intriguing to me as well On Wed, Feb 12, 2020 at 8:12 AM Richard M <rmordini@gmail.
2/12/20
Andrew Stepner
2/12/20
Odd Lot to skip?
Odd Lot that expires today that I heard about today that I am probably skipping due to last minute
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Odd Lot to skip?
Odd Lot that expires today that I heard about today that I am probably skipping due to last minute
2/12/20
Andrew Stepner
,
Brendan Mathews
6
2/11/20
New Long: Brighthouse Financial $BHF
It's more fun to follow up on ones doing good than ones doing bad so forgive the selection bias..
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New Long: Brighthouse Financial $BHF
It's more fun to follow up on ones doing good than ones doing bad so forgive the selection bias..
2/11/20
Richard M
, …
Andrew Stepner
85
1/28/20
Apple
FYI, I was wrong on AAPL having strong results. I covered after hours for a very minimal loss.
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Apple
FYI, I was wrong on AAPL having strong results. I covered after hours for a very minimal loss.
1/28/20
Andrew Stepner
,
Richard M
3
1/3/20
Ever create a model to value a subscription business?
I used to be a decent fan of P/E ratio for back of the envelope valuation yardsticks, but it seems
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Ever create a model to value a subscription business?
I used to be a decent fan of P/E ratio for back of the envelope valuation yardsticks, but it seems
1/3/20
Andrew Stepner
,
Richard M
3
12/6/19
Danaher and Envista odd lot tender
Sure. My cousin hears at his stock market related company On Thu, Dec 5, 2019 at 9:12 PM Richard M
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Danaher and Envista odd lot tender
Sure. My cousin hears at his stock market related company On Thu, Dec 5, 2019 at 9:12 PM Richard M
12/6/19
Andrew Stepner
,
Richard M
8
11/11/19
Switched from 100% Long to 0% Long
This is partially why I was surprised to have been wrong thus far. On Mon, Nov 11, 2019 at 11:48 AM
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Switched from 100% Long to 0% Long
This is partially why I was surprised to have been wrong thus far. On Mon, Nov 11, 2019 at 11:48 AM
11/11/19
Andrew Stepner
8/10/19
$DELL
Dell is a really compelling opportunity. You might have to wait until a Sept 2021 catalyst (spin-off)
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$DELL
Dell is a really compelling opportunity. You might have to wait until a Sept 2021 catalyst (spin-off)
8/10/19