timcoahran

Author Archives

…but us U.S. folks aren’t allowed in. Copied from their communication: ‘Re: Hipgnosis Songs Fd Ltd Cusip: G4497R113 Please call (your broker) by cut off 01/27/21 to submit your instruction. Restriction: Persons resident outside the UK may be affected by the laws and regulation of the relevant jurisdictions. Such overseas shareholders should inform themselves about […]

Stock Splits are going to be in the news now, for a little while. I’d like to see a bit of discussion (especially from the Prof), on how they effect our arithmetic. Obviously, they don’t change the actual value we hold in the moment (though they might cause some temporary market “excitement”). Yet, a great […]

Several folks have requested an ”Options 101” idea. I’m guessing the Prof might be picturing the workload of actually teaching a real semester course! (I for one, might be willing to pay separately for such a course. Anybody else?) Alternately, we could try a much smaller workload model, a thread of single individual questions. Let’s […]

I’d be interested to hear your opinion about any fundamentals that could be sleuthed out, of Luckin Coffee (LK). I do realize that finding any REAL info might be impossible, just now…

Recent Author Comments

On "Apple Patent Could Ignite 20-Cent Stock?" What's Jason Simpkins talking about?

The only thing Orwell got wrong was the date! He was trying to project some unknown distance into the future (so he guessed about 40 years). Picture it now, as 2084. Read the book again! There's a lot in there. Many of the things are clearly happening tod[...]

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On What the Heck is an "Imperium" Machine? How Can it Make us Rich?

The Climax geared (steam) locomotive was a very cool piece of Mechanical Engineering in it's time. High torque, and very flexible for traversing the rough and crooked temporary tracks of the frontier mining and lumbering industries. And had it's cylinder[...]

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On Friday File: Par-ty Time, or a World in Decline?

Same here! I'm going to wait.[...]

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On Cabot's "Buy This Soaring Stock Now" Pitch

Literally![...]

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On Microblog: On synthetic covered calls

TTP, I really like your approach to keeping track of the premiums as non-emotional numbers, credit & debit. So I've set up a little spreadsheet to facilitate doing the same, complete with monthly totals, etc. I found easy clarity in your piece about Theta[...]

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On Cabot's "Buy This Soaring Stock Now" Pitch

"Impact" now means merely "has any slight effect." It used to be something to be avoided, like bullets , or trainwrecks.[...]

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On Cabot's "Buy This Soaring Stock Now" Pitch

I had noticed that about U, too...[...]

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On Cabot's "Buy This Soaring Stock Now" Pitch

Cabot says, among other things "It’s ecommerce sales have grown exponentially from $47 million in sales in 2017 to $823 million last year." I guess I over-do my mourning the loss of the meaning of so many words these days - but I can still even remember [...]

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On Casey's "Dangerous IMF Agenda to 'Reset' the U.S. Dollar"

Yes! 'We tend to overstate the influence of presidents on economic cycles.' I've been trumpeting that from the rooftops for years! Few listen. Just like football, it's more fun to cheer on their favorite team...[...]

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On Casey's "Dangerous IMF Agenda to 'Reset' the U.S. Dollar"

Thanks for the link to the fact-checking site. A lot of my co-workers LUUUVE to panic about this kind of stuff(!) - usually in conjunction with their political presuppositions. I try to provide a little voice of reason - this article will be helpful in doi[...]

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On Friday File: Annual Review Complete, plus another buy for the Lock Box

The other two currently in the LockBox are SDGR & DFH.[...]

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On Does Phage Therapy for Infectious Diseases Have Potential as Antibiotics Fail?

Now, THERE's a cool handle! What happens if you divide it by zero?[...]

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On Friday File: Annual Review Complete, plus another buy for the Lock Box

Ok, so Tiptree DOES plan to retain a controlling interest. Now i got it - Thanks![...]

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On Friday File: Annual Review Complete, plus another buy for the Lock Box

We CERTAINLY don't want it to sound like one of those silly teaser headlines![...]

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On Friday File: Annual Review Complete, plus another buy for the Lock Box

I don't yet understand how selling off the more valuable subsidiary, Fortegra, is going to increase Tiptree's value - other than to generate some temporary excitement. Who's going to own Fortegra? It seems like that would be the NEW ipo buyers. Does Tipt p[...]

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On Friday File: Annual Review Complete, plus another buy for the Lock Box

I'm old fashioned enough to think that a name should be descriptive, not just sound dreamy. I was planning to comment that "Lockbox” sounds just fine, (though I'm a bit late now). But mcarey's “Aging Barrel” sounds pretty good too![...]

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On Chris Wood says, "this is the only microcap on the planet using artificial intelligence to disrupt the $140 billion cancer drug market!"

We've got a desert town of Quincy, WA (it's just north of George)![...]

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On Microblog: On synthetic covered calls

Ooo - i like that take on Theta! Amazing how much more clear something can seem - just after hearing it stated another way. Also your response to getting exercised: that it's not the end of the world, you just set up another one.[...]

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On Microblog: On synthetic covered calls

I appreciate your detailed reflections, once again, TTP. I, too, decided to try out a synthetic covered call maneuver. But started small, just one so far, and wound up being a little slow getting around to it. THIS week, that delay turned out to be fortuit[...]

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On Friday File: Some Risk Reduction Strategy, A Couple Watchlist Stocks, and Annual Review pt. 5

Hmmm... Trying to think through this backwards. We're outside my fields here. Didn't Smith say each person will be working toward their own best interest? That sounds pretty compatible with 'basic human desire!'[...]

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