Good opportunity to jump into $SPG stock… it’s $20 off it’s high of $150. I’m buying more here.

$ZIM. 🙌🙌🙌

-$12.16 EPS vs. $10.38 VIE / $9.25 analyst avg

-$2.50/qtr dividend (20% yield)

-FY21 EBITDA > market cap

-$18/sh net cash

-Generating over $1/sh in FCF per week

-Guidance implies Q4 > Q3

Raising our 'fair value estimate' to $80/sh

Scaling out with profit.

Taking some exposure to containers as ships continue to pile up at the ports. Los Angeles port is up to 160 ships now.

‪Market sold my $MARA as soon as I heard the news about the subpoena this morning.‬ https://twitter.com/deitaone/status/1460295093013917706?s=21

Buying the dip on $PSFE slowly here. Bought shares and wrote laddered OTM puts expiring from Nov to April. The premiums just seem too juicy. I have yet to see any former SPAC dip below the $3.00 threshold, let alone one sponsored by legendary investor Bill Foley, who has an innate knowledge of gambling companies. This is a buy all day long in the low $4.xx’s.

I had thought about trading out my short position against my shares on $DIS for a higher strike today, but I’m leaning bearish on streaming and the general market lately so I didn’t, and I’m glad considering the Disney is down 10 points AH. I’d link the trades but seems tough on CommonStock so here they are:

Long 100 shares of $DIS with a $175 covered call expiring 11/19 that paid me $3.60 when I wrote it. Was $4.66 at close today, tomorrow will be worth 10% of that probably.

The VIX is up again today… it was up Friday as well, even though the indexes were up. I don’t like this. In the past when I’ve seen the indexes up and the VIX up it indicated a looming drop in the market.

Loaded up on weekly call options for $DKNG on huge news. NYC just approved mobile sports betting operators and DraftKings was one of them.

Sold off my $CNTY $15 12/17 call options. In for 65¢, out for $1.45 in a day.

Also shaved 10% of my commons and picked up a 2023 $230 LEAP on $BA.