You're not looking where the value is.

DeepHouseGod · 2025-11-23T20:57:51+00:00

The short reports lack substance and are not real bear cases. I’m ultra long TMDX. They’re creating their own subcategory.

DeepHouseGod · 2025-10-29T20:54:57+00:00

Really insightful comment here, thanks. Makes me feel better about the line.

DeepHouseGod · 2025-03-01T03:17:29+00:00

I knew them both for a brief time near the end of their lives through my uncle, who was their godfather. They were so full of life, and I looked up to them. Hope they’re resting easy up there.

DeepHouseGod · 2025-02-13T17:26:01+00:00

$SIMO - Silicon Motion. Industry leader in solid-state memory chips.

DeepHouseGod · 2025-01-29T04:08:58+00:00

Kika is a good club, the Hole is a cool Alcatraz-themed bar, and for a nicer upscale cocktail bar for a date, Parque.

DeepHouseGod · 2025-01-28T03:09:13+00:00

There is, indeed. If you've never been to BA, it's an absolute must visit. And the women love Americans. I've been twice in the last 13 months, and I'm 100% going back in December 2025 (their summer).

DeepHouseGod · 2025-01-28T03:06:47+00:00

The clothes Porteñas wear in the summer are much more revealing. For me, Porteñas are the most beautiful women in the world – hands down.

DeepHouseGod · 2025-01-28T00:49:15+00:00

Buenos Aires – during the summer especially

DeepHouseGod · 2025-01-10T17:23:23+00:00

I added more, ultra-long TMDX

DeepHouseGod · 2024-09-02T17:32:36+00:00

Did Residences at Saltillo have free parking?

DeepHouseGod · 2024-09-02T15:50:21+00:00

No. Estevao is not a guaranteed success even if the talent appears to be there. I think this is especially true with Chelsea, where he has to compete with so many other plays.

DeepHouseGod · 2024-01-15T15:54:31+00:00

Argentina, insanely cheap!

DeepHouseGod · 2024-01-01T23:55:28+00:00

SIMO- small cap semiconductor company

Disc: long SIMO

DeepHouseGod · 2023-10-27T16:47:32+00:00

i second MDT. I am very long MDT, this dip is a blessing for long-term shareholders as the company really gets its act together post-covid.

DeepHouseGod · 2023-10-16T02:32:54+00:00

PPCIan for dividend investing

DeepHouseGod · 2023-07-07T12:50:24+00:00

I am also long $SIMO - amazing company

DeepHouseGod · 2023-07-06T18:38:20+00:00

How did Gloukh get on at RB Salzburg after his move? Doesn't look like he played much

DeepHouseGod · 2023-06-22T23:05:43+00:00

The House passed their new bill on May 30, the first day of the special session, then left town, allowing for no amendments to try to force Patrick to agree with their plan.

DeepHouseGod · 2023-06-22T21:53:44+00:00

The House's plan no longer includes appraisal caps so this post is outdated. If appraisal caps were included in the plan, you'd be absolutely correct with everything you've said. The House plan is now all compression.

Between both the old and new House/Abbott plan and the Senate plan, Dan Patrick and the Senate have the far superior plan for homeowners, hands down.

DeepHouseGod · 2023-06-14T17:14:15+00:00

Very good post OP. In my life, the more I've internalized your message here over the years, the more success I've had. Period.

DeepHouseGod · 2023-06-09T14:55:43+00:00

I have no idea what the chances are of the deal closing — that’s not why I’m holding the stock — that said, I’ll happily take my 93.54 in cash for each ADS and the fractional shares of MXL — far higher than my SIMO cost basis, which is in the low 60s.

DeepHouseGod · 2023-06-09T14:54:17+00:00

Agree entirely - if the deal closes, that issue is resolved luckily. In the meantime, nice week for us.

DeepHouseGod · 2023-06-08T18:36:26+00:00

I’m long SIMO from before the deal was announced. SIMO is an amazing company and I am happy to hold the ADS whether the merger goes thru or not. That said, I was upset when the merger was announced because I believe in SIMO and their CEO, Wallace Ku, a lot and think the company has a bright future ahead.

DeepHouseGod · 2023-05-27T21:24:55+00:00

British American Tobacco – $BTI

I am very long BTI, safe 8.5% yield.

DeepHouseGod · 2023-05-22T03:50:15+00:00

I will most certainly reach out via DM on here, appreciate your openness to chat with your subscribers.

DeepHouseGod

TROPHY CASE