GBA Presents: House of Gummy-!

Elliott now largest Etsy holder with 13% stake, Bloomberg reports » 09:38 ETSY

Let me double check those RAVE #'s/ might be 4c

Rave Restaurant reports Q2 EPS 4c vs. 2c last year » 09:17 RAVE
 
Here is a lesson I have learned over the years-

The last few purchases by AJG they have each time not disclosed the terms.

Feb. 01, 2024 9:14 AM ET Arthur J. Gallagher & Co. (AJG) StockBy:Sinchita Mitra,SA News Editor
  • Arthur J. Gallagher & Co. (NYSE:AJG) said it has acquired FarmPLUS Insurance Services, for undisclosed terms.
  • FarmPLUS Insurance Services is a retail agency providing agricultural and crop insurance coverages in Virginia, North Carolina and South Carolina.
So what I have learned is when M&A buys are accretive they tell you that. they tell you in the first paragraph. They trip over themselves to tell you that.

Whene terms are held private they are always paying more out than they are bringing in.
Well Stoney, all I can tell you is they've been doing it like that forever.... and with that in mind, look at a 10 year chart. If it's a house of cards... short it. I have no position atm. Now pipe down, you're bothering me whilst I work here.
 
Apple will be so interesting. Most folks I have talked to think they have sandbagged the number and will beat... I bet there's some messy stuff under the sheets though-- I phone sales could be well down. A huge axe on the name went negative yesterday. I'm not familiar with the analyst but his record on Apple is 100%. Considered a real in the know/ supply chain person.
 
I have no position atm.

Well then why the hell are we talking about this POS! I thought it was an idea for this year from you. A child has contacted me worried about the name. Maybe make it clear you don't think it's a good idea now. The Chilrden are confused.
 


UPDATE-

This is probably worth some talking about strategy wise. But I often buy 1/2 positions and then they get too expensive to ever double up. Such is the case here. I bet it goes alot higher but whatever take the $22 bucks.- love papa.

GBA Sell--> monday.com Ltd. (MNDY)
NasdaqGS - NasdaqGS Real Time Price.
212.19+9.25 (+4.56%)
As of 12:06PM EST.





This was a bad sell on my part./ Lets let the last of the big tech report tomm- that will dicate the Naz direction. But be prepared to re buy this. Sorry.


MNDY monday.com Ltd.


$208.55-1.50(-0.71%)10:00 AM 02/01/24
NASDAQ |$USD |Realtime
 
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